Shareholder Letters From Top Leaders 内容归档
共 33 篇 · 第 1 / 1 页
- Howard Marks: Private credit's 1929 echo
- Buffett: The Gotrocks fable and Newton's Fourth Law
- Ackman: permanent capital as a structural edge
- Greg Abel — the stewardship letter
- Howard Marks — AI Hurtles Ahead
- Howard Marks — It's not what you buy
- The discipline to shrink: Buffett's 2004 portrait of NICO
- "Genetically programmed": Buffett's 2006 specification for a great investor
- When the tide went out: Buffett's 2007 guide to great, good, and gruesome businesses
- Five moves from Buffett's 2008 crisis letter
- Six moves from Buffett's 2009 letter
- How the economic machine works: Dalio's framework
- Buffett 2010 — BNSF, GEICO's hidden goodwill, and the cost of free capital
- Buffett 2011 — the gold cube, the IBM paradox, and "I was dead wrong"
- Buffett 2012 — "We do better when the wind is in our face"
- Buffett 2013 — The index-fund will and six moves that explain it
- Buffett 2014 — The golden anniversary letter
- Buffett 2015 — The succession blueprint and the endless gusher
- Buffett 2016 — Washtubs, not teaspoons
- Buffett 2017 — "Performance comes, performance goes. Fees never falter."
- Buffett 2018 — "We are gloriously lucky to have that force at our back"
- Buffett 2019 — "An element of compound interest operating in favour"
- Buffett 2020 — The math of repurchases "grinds away slowly, but can be powerful over time"
- Buffett 2021 — "Bull markets breed bloviated bull"
- Buffett 2022 — "The weeds wither away as the flowers bloom"
- Buffett 2023 — "Charlie was the architect"
- Buffett 2024 — "$1 million every 20 minutes"
- Gross 2024 — "Total Return is dead"
- Gross 2011 — "Devil's Bargain"
- Gross 2009 — "Midnight Candles"
- Gross 2008 — "There's a Bull Market Somewhere?"
- Gross 2007 — "What Do They Know?"
- Gross 2026 — "Hegemonic glory"