8/14 Wed 20:43 ET
• Inflation continues to cool. US Monthly CPI +2.9% vs. estimate +3%. $SPX, $IXIC unchanged.
• 2Q 13F comes in. $BRK newly adds Ulta Beauty $ULTA +14%, Heico $HEI +4%. Added more Chubb $CB +0.4%, SiriusXM $SIRI +7%, Occidental $OXY, +0.3%, Sells a little… pic.twitter.com/GrPpirNQAQ

— Ecoa Notes (@mestonecoa) August 15, 2024