Wednesday, March 9, 2011

Google Cranks Up the M&A

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Over past several years Google has been extremely aggressive on the acquisition front. To date, Google's ( GOOG ) largest acquisition to...
Tuesday, March 8, 2011

Buffett on Railroads

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From a recent interview of Warren Buffett by CNBC's Becky Quick. In the interview, Buffett is asked whether he'd be interested...
Monday, March 7, 2011

Why You Don't Need More Energy Stocks

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Energy stocks from integrated ( COP ,  CVX ), to pure exploration and production ( APA ,  DVN ), along with the oil-services stocks ( SLB , ...
Friday, March 4, 2011

2010 Berkshire Shareholder Letter: $ 66 Billion in Cost-free "Deposits"

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Actually, even better than cost-free... From Warren Buffett's latest Berkshire Hathaway ( BRKa )  shareholder letter : At Berkshi...
Thursday, March 3, 2011

Defensive Stocks Revisited

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Yesterday, on CNBC's Strategy Session, Gary Kaminsky  discussed the results  of a new study by Interactive Data. The study showed less v...
Wednesday, March 2, 2011

Berkshire's Elephant Gun is Loaded

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Here's a Wall Street Journal article on some of the possible takeover candidates for Berkshire Hathaway ( BRKa ). The acquisition targe...
Tuesday, March 1, 2011

Berkshire Hathaway's Equity Portfolio: Beyond the 13F-HR

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Once a year, we get a good view of the complete Berkshire Hathaway ( BRKa ) equity portfolio in Warren Buffett's  shareholder letter . ...
Monday, February 28, 2011

Buffett: Sixfold Increase in Living Standards - 2010 Berkshire Shareholder Letter Highlights

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From Warren Buffett's 2010 Berkshire Hathaway ( BRKa ) shareholder letter : Last year – in the face of widespread pessimism about our ...

2010 Berkshire Shareholder Letter: "Trigger Finger is Itchy" for Major Acquisitions

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Warren Buffett wrote the following in the latest Berkshire Hathaway ( BRKa )  shareholder letter : We will need both good performance fro...
Friday, February 25, 2011

Buffett: Fear & Greed Epidemics - Berkshire Shareholder Letter Highlights

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Warren Buffett wrote the following in the 1986 Berkshire Hathaway ( BRKa )  shareholder letter : "...when companies with good economi...