Feeds:
Posts
Comments

Archive for the ‘Warren Buffett’ Category

The dumbest net net stock Warren Buffett ever bought

Posted in About, Greenbackd, Net Current Asset Value, Net Net Stocks, Net Quick Stocks, Net Quick Value, Warren Buffett, tagged , on October 19, 2010 | 1 Comment »

This is an oldie, but a goodie (via CNN). The travails of buying net nets, as told by the master’s apprentice: Warren Buffett says Berkshire Hathaway is the “dumbest” stock he ever bought. He calls his 1964 decision to buy the textile company a $200 billion dollar blunder, sparked by a spiteful urge to retaliate [...]

Read Full Post »

Warren Buffett on the economy: “No double dip”

Posted in About, Austrian Economics, Value Investment, Warren Buffett, tagged on September 14, 2010 | 2 Comments »

Warren Buffett has long eschewed any ability to foresee the path of the markets or the economy, but according to this BusinessWeek article, he’s resolute that the economy will not slide back into recession: Warren Buffett ruled out a second recession in the U.S. and said businesses owned by his Berkshire Hathaway Inc. are growing. [...]

Read Full Post »

Fortune on David Sokol

Posted in About, Warren Buffett, tagged , , , on August 3, 2010 | 1 Comment »

Fortune magazine has a great profile on David Sokol, Warren Buffett’s Mr. Fix-It: Buffett first met Sokol in 1999 when Berkshire was buying MidAmerican, the Iowa utility. With longtime Buffett friend Walter Scott, Sokol had bought a small, $28-million-a-year geothermal business in 1991 and built it into that utility powerhouse. MidAmerican, headquartered in Des Moines, [...]

Read Full Post »

WSJ profile of Li Lu

Posted in About, Stocks, Warren Buffett, tagged , , , , on August 2, 2010 | 2 Comments »

The WSJ has a more full profile of Li Lu (subscription required), the Chinese-born hedge-fund manager in line to become a successor to Warren Buffett at Berkshire Hathaway Inc.: Mr. Li, 44 years old, has emerged as a leading candidate to run a chunk of Berkshire’s $100 billion portfolio, stemming from a close friendship with [...]

Read Full Post »

The long and short of Berkshire Hathaway Inc. (NYSE:BRK.A BRK.B)

Posted in Stocks, Warren Buffett, tagged , , on July 12, 2010 | 4 Comments »

Berkshire Hathaway Inc. (NYSE:BRK.A BRK.B) has been in the news recently as Goldman Sachs initiated coverage on the stock with a “Buy” rating and then Stifel Nicolaus & Co. followed with a “Sell.” It’s not often that the street gets so polarized about a stock, tending to the more tepid “Hold,” so I thought I’d [...]

Read Full Post »

The Forbes’ Buffett Cannon

Posted in About, Value Investment, Warren Buffett, tagged on June 22, 2010 | 3 Comments »

Forbes has released Forbes on Buffett, a compendium of articles on Warren Buffett, beginning with a November 1969 article on his early investment partnership: …Buffett is what is usually called a Wall Streeter, a Money Man. For the last 12 years he has been running one of the most spectacular investment portfolios in the country. [...]

Read Full Post »

Guest post update: Valuation for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B) short case

Posted in Stocks, Value Investment, Warren Buffett, tagged , , , on March 17, 2010 | 15 Comments »

Yesterday I ran a guest post on the short case for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B) by S. Raj Rajagopal, an MBA student at Johnson Graduate School of Management at Cornell University. The post generated several requests for the valuation supporting Raj’s short thesis, which Raj has provided and I’ve reproduced below. Here is the valuation [...]

Read Full Post »

Guest post: The short case for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B)

Posted in About, Short, Stocks, Value Investment, Warren Buffett, tagged , , on March 16, 2010 | 28 Comments »

S. Raj Rajagopal has provided a guest post outlining his argument for a short position in Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B). Raj is an MBA student at Johnson Graduate School of Management at Cornell University graduating in May this year. He has worked as a portfolio manager at the Cayuga Fund, LLC, the Johnson Graduate School’s $12M hedge fund, and [...]

Read Full Post »

Doctorin’ the Tractatus

Posted in About, Stocks, Value Investment, Warren Buffett, tagged , on March 8, 2010 | 2 Comments »

When I started out investing I summarized Warren Buffett’s letters to shareholders into a document I jokingly called the “Tractatus Logico-Valere.” The title, Latin errors aside, was intended to be an homage to Ludwig Wittgenstein’s Tractatus Logico-Philosophicus (which, according to Wikipedia, may in turn have been an homage to the Tractatus Theologico-Politicus by Baruch Spinoza). The [...]

Read Full Post »

Fundamental Value Investors: Characteristics and Performance

Posted in About, Activist Investors, Greenbackd, Liquidation Value, Stocks, Warren Buffett, tagged , on February 13, 2009 | 3 Comments »

The Manual of Ideas has a copy of Empirical Finance Research’s paper “Fundamental Value Investors: Characteristics and Performance” (.pdf). The paper examines the investment methods of professional value investors (defined as the members of the valueinvestorsclub.com) and concludes that value investing is a broad church encompassing many different styles, but predominantly consists of “Warren Buffett-style [...]

Read Full Post »

Older Posts »

Follow

Get every new post delivered to your Inbox.

Join 812 other followers