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23 Jun 2023 Polen Capital Management: Hidden in Plain Sight - Our Quest for Quality Around the World - Portfolio

There are plenty of outstanding businesses outside the United States that we think are simply too good to ignore.
22 Jun 2023 Warren Buffett’s charitable giving exceeds $50 billion, more than his entire net worth in 2006 - Portfolio

“Nothing extraordinary has occurred at Berkshire; a very long runway, simple and generally sound decisions, the American tailwind and compounding effects produced my current wealth,” Buffett said. “My will provides that more than 99% of my estate is destined for philanthropic usage.”
19 Jun 2023 Berkshire Hathaway increases its passive stakes in each of five leading Japanese trading companies - Portfolio

"Excluding shares of treasury stock, Berkshire Hathaway’s ownership interest in each of the five companies now averages more than 81⁄2%"

"Berkshire Hathaway’s intention continues to be to hold its Japanese investments for the long term. Depending on price, Berkshire Hathaway may increase its holdings up to a maximum of 9.9% in any of the five investments."
15 Jun 2023 Polen Capital Management: Outlook on Digital Payments - Portfolio

Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?