Saturday, August 9, 2025

Ten Companies With Strongest 2Q25 Earnings -- So Far -- August 9, 2025

Locator: 48820BOOM.

One wonders when Charlie Munger quit reading. I wonder if Charlie Munger ever visited Stanford. 

The list is not likely to change much; the earnings reporting season is almost over.

Link here. This list is absolutely fascinating. Palantir is particularly interesting. See backstory.


Except perhaps for MSFT I can't imagine BRK touching any of these. 

SoFi, Robinhood, and Schwab: all Stanford start-ups.

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