Weekly Summary
06/05/2026
For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are some (~3-7) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
This week, it was announced that Berkshire Hathaway made the decision to invest an extra $10 billion in Alphabet as part of a larger private placement. Ben Thompson wrote about Berkshire and Alphabet, and Alphabet’s business evolution. And Alphabet also posted the investor presentation for the capital raise online.
Investment Masters Class published an article, The Family Feeling, about businesses with family culture, and the success that culture often brings.
Eagle Point Capital wrote about Insurance Brokers, an area of the market that has gotten hit particularly hard in recent times.
Dan Loeb sat down for a conversation with Patrick O’Shaughnessy on the Invest Like the Best Podcast last week (Video, Podcast).
Tom Russo spoke with Christian Billinger on the Investing by the Books Podcast (Video, Podcast).
Benedict Evans appeared on Lenny’s Podcast to have a rational conversation on where AI is actually going (Video, Podcast). He was also on The a16z Show discussing similar topics (Video, Podcast).
The Rest Is History Podcast continued its latest series on The First World War (Part 1, Part 2, Part 3, Part 4, Part 5, Part 6).
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