Shane Curran
Shane Curran @ShaneC11

Performance
All

1.48%2026
2026
12.09%2025
2025
31.54%2024
2024
31.07%2023
2023
-26.53%2022
2022
14.40%2021
2021
14.07%2020
2020
31.5%0%-31.5%
Shane Curran
Shane Curran
United Kingdom
Warren E. Buffett retired today. $BRK.B (Berkshire Hathaway Inc) 🫡 “ To My Fellow Shareholders: Berkshire has an extraordinary group of shareholders. From the beginning, Charlie and I looked for owners who thought in decades rather than quarters, and we were fortunate to find a great many of you. Recently,... Show More
Shane Curran
Shane Curran
United Kingdom
📈 Higher rates are back… did anything actually change? We’ve quickly gone from an earnings season dominated by AI, capex and company results to inflation, oil prices and interest rates suddenly taking centre stage again. Yesterday the Federal Reserve raised US interest rates for the first time in... Show More
Shane Curran
Shane Curran
United Kingdom
🧬 Cancer vaccine progresses!!! Every now and then something happens in the market that’s much more interesting than the share price move. This week Moderna and Merck announced positive Phase 3 results for their personalised mRNA cancer vaccine in melanoma. Used alongside Keytruda, the treatment significantly... Show More
Shane Curran
Shane Curran
United Kingdom
Last week was a great reminder of why earnings season is one of the most important periods in the investing calendar. For a few months, markets can be driven by narratives, sentiment and macro headlines. Then earnings arrive, and businesses have to show what they’ve actually achieved. We saw companies... Show More
Shane Curran
Shane Curran
United Kingdom
Morning World! As we moved through the month, we increased our positions in: - Berkshire Hathaway, - Hannover Re, - Brookfield, - Plus500 and - Volkswagen (I know....) These purchases reflect our continued preference for established businesses with durable franchises, strong cash generation and... Show More
Shane Curran
Shane Curran
United Kingdom
The anticipated SpaceX IPO is generating significant interest, and understandably so. Elon Musk’s track record has created enormous value across multiple ventures (including one of our own investments) — but it also highlights an important behavioural bias investors should be aware of: the Halo Effect. When... Show More
Shane Curran
Shane Curran
United Kingdom
As we close out May, markets delivered a strong recovery, with the S&P 500 posting a notably positive month following the volatility seen earlier in the year. Encouragingly, many high‑quality businesses rebounded as investor sentiment stabilised and confidence in longer‑term earnings improved. Against... Show More
Shane Curran
Shane Curran
United Kingdom
The recent Berkshire Hathaway AGM was a timely reminder of why patience, discipline and temperament remain the most valuable assets in investing. Despite constant discussion around short‑term market moves, the core messages were unchanged: focus on quality businesses, preserve capital, avoid unnecessary... Show More
Shane Curran
Shane Curran
United Kingdom
Back this week after a short break for a wedding and regrouping with the team. The week was a timely reminder of why our process is built around patience and structure. Markets don’t require constant attention to make good long‑term decisions — they reward consistency, discipline and the ability to... Show More
Shane Curran
Shane Curran
United Kingdom
As we enter April, our focus remains firmly on long‑term compounding and disciplined capital allocation. The final days of March brought continued volatility across global markets, with investors reacting to shifting rate expectations and ongoing sector rotations. While short‑term fluctuations may unsettle... Show More

About Shane Curran
United Kingdom
Strategy: Multi-Strategy

Steady long‑term compounding from 4 managers. Low‑risk approach. Buffett‑Munger inspired.
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65 Followers