First, Berkshire Hathaway. We break down their Q4 2025 results — operating earnings fell nearly 30% year over year to $10.2 billion, dragged down by a 54% collapse in insurance underwriting profits. We put that number in context, explain why it looks worse than it actually is, and walk through how Berkshire actually makes its money: the key revenue segments powering the conglomerate, from the insurance float engine and GEICO to BNSF Railroad, Berkshire Hathaway Energy, and its vast manufacturing and services businesses. We also touch on the Greg Abel era beginning and what investors should watch next.

Then we turn to MongoDB. MDB beat on both earnings and revenue — $695M in quarterly revenue, up 27% year over year, with Atlas cloud revenue growing 29% and crossing a $2 billion run rate for the first time. So why did the stock crash 24% after hours? We explain exactly what spooked the market — and whether this selloff is a buying opportunity or a warning sign.

This is Rigatoni Capital — long-term thinking for serious investors.

This is Rigatoni Capital — long-term thinking for serious investors.

📖 Read more at rigatonicapital.substack.com

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