Thursday, October 28, 2010

Buffett on Stock Valuations

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Here's a good  description of how Warren Buffett viewed stock valuations, and how he was viewed more generally, back in the late 1990s...
Wednesday, October 27, 2010

Apple's $ 51 Billion Pile of Cash

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With $ 51 billion of cash and investments on Apple's ( AAPL ) balance sheet, and an additional $ 4-5 billion/quarter showing up each qua...
Tuesday, October 26, 2010

Peter Lynch: Investing Principles

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Some of the investing principles used by Peter Lynch: Never invest in any idea you can't illustrate with a crayon. The best stock...

Who'll Manage Berkshire's Billions?

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Here's an article in Fortune on the man who is now apparently the lead candidate to manage at least some of Berkshire Hathaway's ( ...
Monday, October 25, 2010

Stocks to Watch

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Below is a list of stocks I like* for my own portfolio at the right price. From my point of view, the shares listed are attractive long-te...
Friday, October 22, 2010

Buffett: Forget Gold, Buy Stocks

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From an interview in Fortune with Warren Buffett earlier this week: My first question, as I sit there on the couch in his office, is: ...

Buffett on Manic-depressive Lemmings: Berkshire Shareholder Letter Highlights

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From Warren Buffett's 1982 Berkshire Hathaway (BRKa)  shareholder letter : ...while retained earnings over the years, and in the aggr...
Thursday, October 21, 2010

Buffett on Diversification

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The following is from a Buffett partnership letter  that was written in early 1966:* "We diversify substantially less than most inv...
Wednesday, October 20, 2010

Roubini Revelations & Prechter Plunges

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From Jeffrey Saut's latest in Minyanville: "...I think it's a mistake to get too bearish despite 'death crosses,' H...
Tuesday, October 19, 2010

Coca-Cola's 3Q 2010 Earnings

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With the 3Q conference call about to start at 9:30 am this morning, here's a quick summary of the latest Coca-Cola ( KO ) earnings repo...