16 SOURCES4 INDEXED REFERENCES1981–2015
The “capacity to suffer” canon: three Talks at Google, two Ivey Ben Graham Centre decks, Latticework 2022 + 2025 transcripts, the 75-minute 2013 interview, and the Graham & Doddsville ecosystem
THE RECORD
The “capacity to suffer” canon: three Talks at Google, two Ivey Ben Graham Centre decks, Latticework 2022 + 2025 transcripts, the 75-minute 2013 interview, and the Graham & Doddsville ecosystem. Tenure arcs documented back to 1981 (Berkshire) and 1986 (Nestlé); >40% of AUM in family-controlled firms.
SELECTED PUBLIC REFERENCES
2015 · Documented public record
Talks at Google 2015
Decision — Maintained >40% of AUM in family-controlled firms (“avoid agency costs at all costs”). Context: Google 2015 talk + Ivey decks. Outcome (known): Structural — visible in 13F concentration (GOOG ~12%, BRK-A, PM, MA, Richemont).
2010 · Documented public record
SEC EDGAR 13F run
Decision — Held Alphabet, Philip Morris, Mastercard, Richemont concentration book. Context: Filing-level record via EDGAR CIK 860643. Outcome (known): Q2 2026: $8.93B across 86 holdings.
1986 · Documented public record
Latticework 2022 transcript
Decision — Initiated Nestlé position. Context: Tenure data per Latticework 2022. Outcome (known): Held ~40 years; capacity-to-suffer exemplar.
1981 · Documented public record
Latticework 2022 transcript
Decision — Initiated Berkshire Hathaway position. Context: Documented tenure per Latticework 2022 transcript. Outcome (known): Held 45 years; BRK-A remains a top-3 13F holding.
CONNECTED INVESTORS
Thomas shares documented ground with the investors below — themes both return to, companies both discuss. The strength comes from the indexed passages themselves.
3 SHARED THEMES
3 SHARED THEMES
3 SHARED THEMES
3 SHARED THEMES
3 SHARED THEMES
3 SHARED THEMES
3 SHARED THEMES
2 SHARED THEMES
EXPLORE NEXT
TOP COMPANIES
Companies appear once the collection lands.