Thursday, June 16, 2011

Buffett: An Ordinary Horse Sold As Secretariat - Berkshire Shareholder Letter Highlights

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From Warren Buffett's 1995 Berkshire Hathaway ( BRKa ) shareholder letter : ...sellers and their representatives invariably present fi...
Wednesday, June 15, 2011

In Praise of Two Troubled Sectors

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Here's a recent Barron's Magazine interview with David Katz of Matrix Asset Advisors. In it, he says financials have the potentia...
Tuesday, June 14, 2011

Tweedy, Browne: Strong Consumer Brands for the Emerging Middle Class

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Some excerpts from the Tweedy, Browne Annual  Shareholder Letter . The letter highlights companies like: Diageo ( DEO ), Unilever ( UL ...
Monday, June 13, 2011

Buffett on Microsoft

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In this recent  Reuters  interview, Warren Buffett gave the following answer when asked about Microsoft ( MSFT ): I regard myself as pr...
Thursday, June 9, 2011

Buffett on Macro Forecasts: Berkshire Shareholder Letter Highlights

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Warren Buffett wrote the following in the 1994 Berkshire Hathaway ( BRKa )  shareholder letter : We will continue to ignore political a...

Jamie Dimon Challenges Bernanke

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Jamie Dimon, the Chief Executive Officer of J.PMorgan Chase ( JPM ), had some things to say (in a public forum no less) about bank regulati...
Wednesday, June 8, 2011

Buffett on Coca-Cola: Berkshire Shareholder Letter Highlights

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The excerpt below provides some historical perspective on Coca-Coca ( KO ). As a major holding of Berkshire Hathaway ( BRKa ), Warren Buff...
Tuesday, June 7, 2011

Lowe's Shareholder-Friendly Buyback Plan

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Shares in Home Depot ( HD ) and Lowe's ( LOW ) are, respectively, selling at 15x and 14x current year earnings. That's not exac...
Monday, June 6, 2011

The World After QE2

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Things were not pretty for the stock market after the end of  QE1 . Some are bracing for the same kind of thing with the end of QE2 fast a...
Friday, June 3, 2011

Buffett on Mergers: Berkshire Shareholder Letter Highlights

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From Warren Buffett's 1992 Berkshire Hathaway ( BRKa )  shareholder letter : We had a significant investment in a bank whose managemen...