HeyJaredBecoming Berkshire
Study how Buffett and Munger built Berkshire and apply those lessons to real companies today.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Jul 15, 2026
Latest issues
1978 Berkshire Hathaway letter (opens the original)
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Thank you to all of my past and new subscribers. And a special thank you to those beautiful souls who have become paid subscribers. <div class="fake-inpu
Intel: The Microprocessor Age (opens the original)
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Welcome back to Becoming Berkshire, where I dissect how Buffett & Munger built Berkshire and also sprinkle in companies I want to learn more about.I recently wrote the first part of the Intel saga, introducing the famous Shockley and the Traitorous Eight who eventually left Shockley Semiconductor in 1957 to start Fairchild Semiconductor. From there, Noyce and Moore helped develop the integrated circuit, which helped turn Fairchild into one of the most exciting companies of the 60s. Noyce and Moo
Episode 7: Buffett vs. the Go-Go Years (opens the original)
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In Episode 7, we travel back to 1966, when semiconductor stocks were booming, the Dow crossed 1,000 for the first time, and Buffett was struggling to find investments he could understand at attractive prices.We explore the rise and fall of Fairchild Semiconductor, the go-go years of the 1960s, Buffett’s refusal to chase “fashionable” stocks, and why being right about the future of an industry does not mean knowing which company will win. We also look at Berkshire Hathaway’s struggling textile op
1978: See’s Candies Begins Building Its Moat (opens the original)
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Hello, fellow card-carrying capitalists. On today’s agenda, we are covering the 1978 Blue Chip Stamps shareholder letter, written by Charlie Munger. I want to welcome all new subscribers with a hearty handshake, and those who became paid subscribers with a peck on the cheek and a warm embrace.Subscribe nowIf you’d like some additional context on where we are in the timeline, may I suggest the following issues:<div cl
Intel: Before the Microprocessor (opens the original)
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Intel? But Jay, Buffett never invested in that company. Why is it in the timeline? How does this fit into the chronological rundown of Berkshire’s history?Yes, you got me.As I’ve become more of a student of business history, I’ve wanted to take deeper dives into some of the most fascinating companies of each era. It has also helped me better understand the period I’m writing about. For example, I’ve written about the go-go years of the 1960s, but until recently I knew very little about the semic
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