Dividend Growth Stocks: 2013-Q4 Performance Review
After each quarter-end, I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2013-Q4. Below is a high-level summary of the...
View ArticleBerkshire Hathaway Adds to DaVita Stake Again
In what has become a bit of a routine occurrence, Berkshire Hathaway has been out buying even more shares of DaVita (DVA) recently. Per a Form 4 filed with the SEC, Warren Buffett's company has...
View ArticleThoughts on the Berkshire Hathaway Annual Letter & Report
I’m going to try to take this topically. Here goes: On Acquisitions Buffett still has a strong desire for more acquisitions. After $18B to buy 52.6% of Heinz (counting in the low strike warrants),...
View ArticleWarren Buffett's 2013 Annual Letter
It's that time of year again: Warren Buffett this weekend released his 2013 annual letter. The Berkshire Hathaway man provides an update on operations but also offers pearls of investing wisdom.One of...
View ArticleI'd vote 'yes' on Keystone pipeline: Warren Buffett
Buffett tells CNBC he backs it even though it would take away some business from Berkshire Hathaway subsidiary BNSF. Shared: Twitter: 65 LinkedIn: 8 Facebook: 252 Original news source
View ArticleOn the Structure of Berkshire Hathaway
Berkshire Hathaway [BRK] is a unique company. You have a property-casualty insurance giant owning many businesses directly through insurance subsidiaries, including huge businesses like a Class 1...
View ArticleOn the Structure of Berkshire Hathaway, Part 2, the Harney Investment Trust
In Omaha, there is Farnam Street. Among value investors, it is well-known, because the small main office of Berkshire Hathaway [BRK] is located there. Less well known is Harney Street, but from an...
View ArticleSorted Weekly Tweets
Rest of the World China premier warns on economic slowdown as data fans stimulus talk http://t.co/B4uN1uP6OU Stimulus just leads 2more overcapacity & debt $$ Mar 14, 2014 Teslas in California Help...
View ArticleTightening Starts When?
This will be short, because in this case, as picture is worth a thousand words. What sent the market lower today? This: The likely time for FOMC tightening shrank today, despite the many words saying...
View Article5 Investing Tips from the World's Greatest Investor
The "Oracle of Omaha", Warren Buffett, recently released his 2013 Berkshire Hathaway shareholder's letter. Here are 5 interesting investing tips gleaned from it. Shared: Twitter: 1 LinkedIn: 3...
View ArticleManaging Berkshire Hathaway by Committee?
While reading about portfolio companies today, I ended up reading this piece about Berkshire Hathaway. Not that great of an article, and it got worse when I read this: Then there is the big question,...
View ArticleBerkshire Hathaway to Convert USG Notes into Common Stock
Warren Buffett's Berkshire Hathaway filed an amended 13D with the SEC recently on USG (USG). Per the filing, they note that the company has issued a notice of redemption on the outstanding aggregate...
View ArticleBuffett: Saying no to pay plans is like 'belching'
Warren Buffett said company directors rarely oppose compensation plans and he has voted for measures he didn't like. Shared: Twitter: 48 LinkedIn: 0 Facebook: 12 Original news source
View ArticleDividend Growth Stocks: 2014-Q1 Performance Review
After each quarter-end, I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2014-Q1. Below is a high-level summary of the...
View ArticleShare Sleuth Digest: Picking turnarounds that turn
This week: Why Buffett avoids turnarounds and how to profit from them anyway, all the portfolio news and analysis, and research shows bloggers make the market more efficient. read more Shared:...
View ArticleBill Gates: New CEO pushes Microsoft to move faster
Gates also told CNBC he's excited about taking a more hands-on approach again at Microsoft. Shared: Twitter: 109 LinkedIn: 13 Facebook: 84 Original news source
View ArticleUnderstanding Insurance Float
Warren Buffett has made such an impression on value investors and insurance investors, that they think that float is magic. Write insurance, gain float, invest cleverly against the float, and make...
View ArticleWhich is Best: Warren Buffetts' Owner Earnings or Y-Charts Owners' Profits?
Warren Buffetts’Owner Earnings and Y-Charts Owners’ Cash Profits are similar types of cash flow for analysis of businesses and stocks. These metrics provide important insight into the cash flow of the...
View ArticleDividend Growth Stocks: 2014-Q3 Performance Review
After each quarter-end, I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2014-Q3. Below is a high-level summary of the...
View ArticleChuck Akre at Capitalize For Kids Sohn Canada Conference
We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place. Next up is Chuck Akre of Akre Capital Management who presented four case studies.Chuck Akre's Sohn...
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