The Investments Blog

Applying Newton's Fourth Law

Tuesday, August 9, 2011

Buffett: S&P Downgrade of the U.S. "Doesn't Make Sense"

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From this Fox Business Network  article : Buffett to FBN: S&P Downgrade "Doesn't Make Sense" ...Buffett reaffirmed his...
Monday, August 8, 2011

Attention, Shoppers. It's Time to Buy

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This Barron's article  points out that many tech stocks have strong balance sheets and low P/Es.  The article also calls  Berkshire Ha...
Friday, August 5, 2011

Buffett on Kraft: "I Have Oreos for Breakfast"

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This Fox Business News  article  provides some insight into Buffett's reaction to the split of Kraft ( KFT ): Buffett to FBN: Kraft is...
Thursday, August 4, 2011

Kraft to Split Into Two Companies

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News broke this morning that Kraft ( KFT ) will become two separate companies splitting its global snacks business from the North American g...
Wednesday, August 3, 2011

Buffett on Derivatives: The 'Chain Reaction' Threat

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"Charlie and I are of one mind in how we feel about derivatives and the trading activities that go with them: We view them as time bomb...
Tuesday, August 2, 2011

Yacktman Funds 2Q 2011 Portfolio Update

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Donald Yacktman and his team have a very solid long-term track record . Over the past ten years the cumulative return of the S&P 500 i...
Monday, August 1, 2011

Lowe's and Home Depot

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This Michael Santoli  article  in Barron's compares Home Depot ( HD ) to Lowe's ( LOW ) and points out the former has a premium valu...
Friday, July 29, 2011

Munger on Derivatives

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Some excerpts from an interview with Charlie Munger in the spring 2009 edition of the  Stanford Lawyer : On Unlimited Leverage "When...
Thursday, July 28, 2011

Groupon's Financial Gymnastics

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Excerpts from this Wall Street Journal article on Groupon's practices leading up to its initial public offering: Groupon's Accoun...
Wednesday, July 27, 2011

Is Bank of America Undervalued? Bruce Berkowitz of Fairholme Thinks So.

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Bruce Berkowitz of Fairholme Capital Management has been rather aggressive when it comes to financial stocks lately. In fact, Fairholme'...
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