Feeds:
Posts
Comments

Posts Tagged ‘Berkshire Hathaway Inc. (NYSE:BRK.B)’

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 »

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 »

Follow

Get every new post delivered to your Inbox.

Join 812 other followers