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Omaha 2026: A New Engine in an Old Giant
Berkshire Hathaway Annual Meeting — May 2026
May 4
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TQI capital
12
1
6:28
Lessons From the Greatest Traders: How They Think About Bubbles
Are we in the bubble now?
Apr 29
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TQI capital
4
1
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
What a biotech investor's conversation reveals about the real GLP-1 opportunity and what it means for Novo Nordisk
Apr 27
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TQI capital
8
1
Most Popular
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Constellation Software: When a Compounder Becomes a “Loser”
Feb 9
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TQI capital
15
1
Alibaba: When the Thesis Breaks, Rewrite It
Mar 30
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10
Tony Deden: Chairman of Edelweiss
Sep 30, 2024
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TQI capital
8
4
1
Prosus: The tencent proxy
Mar 2
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TQI capital
8
2
$Nvo: Novo Nordisk
Jan 26
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TQI capital
8
1
Constellation Software: The Same Machine — With One New Lever
Mar 10
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TQI capital
8
1
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5:49
The Castle & the Moat: Buffett's Most Useful Framework for Picking Stocks
At the 1995 Berkshire AGM, Buffett drew a simple picture that changed how I think about every business.
Apr 22
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TQI capital
4
LVMH: From King of Luxury to the Reset
An updated thesis — November 2023 through Q1 2026
Apr 20
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TQI capital
6
2:34
The Science of Hitting
You don't have to keep swinging
Apr 15
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TQI capital
6
How Investors Actually Think: Start by Understanding Scale
Series 1 : Part 1
Apr 13
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TQI capital
13
2
2:15
Buffett’s Biggest Mistake: From Cheap Stocks to Wonderful Businesses
“It’s far better to buy a wonderful business at a fair price than a fair business at a wonderful price.”
Apr 8
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3
Discussion with Gartner Investor Relations and Fairlight Asset Management on AI, Seats, and Valuation
Going the extra mile
Apr 6
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TQI capital
8
1
2:17
Learning from the best: How Warren Buffett Values Anything
Intrinsic Value - Turning Everything into Cash Flows
Apr 1
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TQI capital
5
1
Alibaba: When the Thesis Breaks, Rewrite It
My first big mistake
Mar 30
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10
Fundsmith 2026 AGM
Fundsmith discuss on AI, large technology companies, and how their process is adapting.
Mar 23
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TQI capital
19
2
2
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TQI capital (Typical quality investor)
“The best thing a human being can do is to help another human being know more.” Charlie Munger
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