Investing: The Model

A thread in Kyle’s notes collecting links about Berkshire Hathaway-style investing and the people that model produced. It is the bucket where a WSJ piece Kyle saved on June 18, 2026 — on Warren Buffett protégé Tracy Britt Cool leaving Berkshire to start her own firm — was filed. Both Berkshire Hathaway and Tracy Britt Cool cross-reference back to this thread, framing it as the place where the “Berkshire as an investing template” idea is gathered: the holding-company structure, the people it trained, and how those people went on to spin up their own permanent-capital vehicles.

Where this appears

• Berkshire Hathaway — the anchor company for the thread; the WSJ Tracy Britt Cool quick-capture link is filed under this model.
• Tracy Britt Cool — the Buffett protégé whose departure-to-found-her-own-firm story is filed under this Berkshire-as-investing-model collection.

From Roam

• Firms to Study
  • Two Sigma Ventures
  • Eads Bridge Holdings
  • Tiny Capital
  • Teamshares
  • Vista Equity Partners
  • RenTech
  • Tracy Britt Cool - Berkshire Hathaway 2.0
  • Constellation Software
  • Homebrew
  • Social Capital
  • Tera Holdings
  • American Software
  • Fleetcor
  • Parker Gale - Tech-Enabled
  • Lead Edge Capital?
  • Fifth Partners
  • Rose Park Advisors
  • Permanent Equity
  • SageLink
• Firms to Think About
  • https://citycapitalventures.com/
  • https://www.tylertech.com/ - vertically focused
  • https://www.valsoftcorp.com/
  • https://en.wikipedia.org/wiki/List_of_venture_resource_firms
• Trends
  • Resource Sharing Model, but In BioTech
  • SPAC
• Articles:
  • https://www.pehub.com/2019/02/how-pe-firms-can-best-distinguish-themselves-buy-and-build-and-strong-deal-sourcing/
  • https://mobile.twitter.com/MatthewCallery/status/1117827211719917571?s=20
  • https://twitter.com/tanayj/status/1200602996293300225?s=11
  • https://twitter.com/shaig/status/1223226043743526915?s=12
  • https://twitter.com/brentbeshore/status/1222877995443949568?s=12
  • https://www.330ramp.com/
  • https://www.producthunt.com/posts/microacquire
  • https://pitchbook.com/news/articles/meet-the-vc-who-is-turbocharging-seed
  • https://www.fastcompany.com/90285552/the-most-powerful-person-in-silicon-valley?utm_source=pocket&utm_medium=email&utm_campaign=pockethits
  • https://qz.com/1112317/softbank-ceo-masayoshi-son-gave-a-2010-investor-presentation-explaining-his-tech-vision/
  • https://www.linkedin.com/pulse/openlp-series-when-money-isnt-enough-how-distinguish-vc-clarkson/?utm_source=Kauffman+Fellows+Journal&utm_campaign=ed45d7960c-EMAIL_CAMPAIGN_2019_03_08_08_12&utm_medium=email&utm_term=0_9d87896aa8-ed45d7960c-337859105&mc_cid=ed45d7960c&mc_eid=db77101ab2
  • https://twitter.com/austen/status/1209266836702806016?s=12
• Companies that never want to take venture
  • https://firstround.com/review/how-zapier-pulled-off-its-one-and-done-approach-to-fundraising/

Linked from this Roam page (pages that already exist here): Constellation Software · Eads Bridge Holdings · Fifth Partners · Homebrew · Lead Edge Capital · Permanent Equity · SPAC · SageLink · Social Capital · Teamshares · Tiny Capital · Tracy Britt Cool · Vista Equity Partners

Also referenced (no wiki page yet): American Software · Fleetcor · Parker Gale · RenTech · Rose Park Advisors · Tech-Enabled · Tera Holdings · Two Sigma Ventures