Letters by company
Mitsubishi Corp.
2 letters discussing MSBHF. Everything written about it on this site is on its ticker page.
- Berkshire Hathaway 2024 Letter to Shareholders Berkshire Hathaway credits GEICO’s overhaul, stronger insurance pricing and Treasury Bill income for improved operating earnings, while acknowledging that many operating businesses saw earnings decline. Buffett argues for patient equity ownership, disciplined insurance underwriting and long-term holdings in Japan’s five trading companies, while recounting Forest River founder Pete Liegl’s exceptional stewardship. 2024 ITOCY $95BMARUY $49BMITSF $89B
- Hosking Partners Q2 2026 – Quarterly Report Commentary Hosking Partners took profits in its DRAM memory-semiconductor basket while retaining selective exposure to supply-constrained AI beneficiaries. It added to Sibanye Stillwater, Hikari Tsushin, Japanese value stocks and New York office REITs, arguing that capital discipline and constrained supply favor these holdings over equity-issuing technology companies. Q2 2026 453950 AMAT $404BBESVF $17B
