Tuesday, October 27, 2015

Buffett on Food Company Valuations

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Earlier this year, Berkshire Hathaway ( BRKa ) and 3G Capital put togehter  a large deal for what is now Kraft Heinz ( KHC ). Warren Buffet...
Monday, October 12, 2015

Activists & the AmEx Buyback, Part II

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A follow up to this  post . Last month  news   broke  that an activist hedge fund, ValueAct Capital Management, had taken a stake in America...
Monday, September 28, 2015

Behavioral Biases: How They Influence Investment Decisions

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When a stock performs well -- and as just one example Amazon's ( AMZN ) stock, to say the least, certainly has over the long haul -- it...
Tuesday, September 15, 2015

Bogle on Speculation

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John "Jack" Bogle recently said the following on CNBC about volatility in the capital markets: "It's just speculators...
Friday, September 4, 2015

Buffett on Value vs Growth

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Warren Buffett, in an interview on CNBC back in March of this year, said the following: "I always say if you aren't investing fo...
Wednesday, August 26, 2015

Competition & Moats

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At the 2014 Daily Journal ( DJCO ) shareholder meeting Charlie Munger said :* How many big companies stay totally on top forever? Maybe W...
Monday, August 17, 2015

Berkshire Hathaway 2nd Quarter 2015 13F-HR

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The Berkshire Hathaway ( BRKa )  2nd Quarter 13F-HR  was released yesterday. Below is a summary of the changes that were made to the Berkshi...
Tuesday, August 11, 2015

Activists & the AmEx Buyback, Part I

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On Friday of last week, the news broke that ValueAct Capital Management, an activist hedge fund, had taken a stake in American Express ( A...
Tuesday, August 4, 2015

What's Gold Intrinsically Worth?

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For roughly a decade, starting in 2001 , gold prices performed extremely well. So fans of the yellow stuff will rightly point to that fact...
Tuesday, July 28, 2015

Hedge Funds: Balancing Risk & Reward?

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This recent article by Brett Arends points out hedge funds have not performed all that well this year. The same goes for recent years. Ar...