Emails between Jeff Raikes and Warren Buffett Jeff Raikes pitches Microsoft . Buffett’s reasoning for not investing is thought provoking .
@F_Compounders The pitch Raikes gave on $MSFT is one of my favorites of all time. I wrote a post about it a while back: basehitinvesting.substack.com/p/warren-buffe…
@F_Compounders Ty! Buffett will only invest in something where he has confidence in their staying power over very long time horizons. 10+ years. It might be much different if his capital was mobile
@F_Compounders Check out Buffett's 5th rule - he says that Microsoft isn't in his circle of competence. x.com/BullHint/statu…
@F_Compounders Check out Buffett's 5th rule - he says that Microsoft isn't in his circle of competence. x.com/BullHint/statu…
@F_Compounders Rereading this after a few years. Jeff Raikes explains it tremendously well - better than most analysts out there!
@F_Compounders Brilliantly eloquent pitch from Raikes, written off the cuff too.
@F_Compounders Buffett’s strategy is so simple but yet so hard to implement..