Investing in the Age of AI

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BRK
Essay

What Happens to Berkshire Hathaway After Buffett?

Greg Abel's succession plan analyzed. This essay models Berkshire's post-Buffett value, examines the Buffett premium erosion, and maps the trillion-dollar transition triggers.

August 2026
ARKK
Essay

The ARK Innovation ETF Autopsy

ARKK fell from $160 to $30. This analysis traces position changes, calculates what sell rules would have saved, and extracts lessons for every concentrated growth portfolio.

August 2026
ARKK
Essay

Cathie Wood's Historic Performance

ARK Innovation returned 153% in 2020 and lost 67% in 2022. Morningstar says ARK destroyed $7.1 billion in investor wealth. We track every fund, every entry point.

August 2026
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