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Berkshire Hathaway's 2025 Scorecard: Defensive Portfolio, Slightly Underwhelming Performance — But a Historic Transition
Berkshire played defense in 2025: record cash, cautious positioning, and the end of an era as Warren Buffett stepped aside. Solid, sober, and very Berkshire.
John Paulson Is Loading Up on Perpetua Resources. Should You?
John Paulson knows a good discount when he sees one—and he just grabbed another $100M worth of Perpetua Resources (PPTA). But what is this gold-and-antimony play really about? From Idaho mines to strategic minerals and a wink at squirrel invasions, we break it all down.
🚗💼 Bill Ackman’s Pershing Square: Betting Big, Driving Hertz, and Not Crashing the Portfolio
Bill Ackman’s Pershing Square has made headlines again—this time for a turbo-charged bet on Hertz that’s now doubled in value. But this isn’t a one-hit wonder. From fast food giants to activist showdowns, Ackman’s concentrated strategy, sharp risk management, and occasional billion-dollar “oopsies” make him one of Wall Street’s most compelling players.
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