May 15, 2026 – The Cheap Investor

Berkshire’s first quarter under Abel told us something

The Cheap InvestorMay 15, 20260

May 15, 2026 Berkshire’s first quarter under Abel told us something $24.1B out, $15.9B in — and the five names…

Ackman’s Microsoft buy: cheap(ish) for a reason

The Cheap InvestorMay 15, 20260

May 15, 2026 Ackman’s Microsoft buy: cheap(ish) for a reason A 21x forward multiple sounds calm. A $190B capex year…

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