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Warren Buffett’s Income Statement Rules of Thumb by Brian Feroldi
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Just 4% of marketers surveyed by Kantar said that adverts on Elon Musk's platform were 'brand safe', compared with 39% for Google.
Source: FT
Keep this one for the difficult times...
Source: Andreas Steno Larsen, FT
The cost of chip designs has risen at an incredibly rapid pace.
From the 28nm design in 2011 to 3nm in 2022, the cost of designing a chip increased by 12x – benefiting design tool and IP giants such as $SNPS, $CDNS, and $ARM. Source: Quartr
Buffett > S&P 500?
Over the last 5 years, $BRK.B returned 130% compared to the $SPY 91% return Zooming out, this is where Buffett's legacy is unparalleled... From 1964 to 2023, Berkshire Hathaway returned an astounding 4,384,748%, compared to the S&P 500’s 31,223% gain Source: Stocktwits
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