Wednesday, January 27, 2016

Berkshire's Structure: Why It Works

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Conglomerates, according to Warren Buffett, "have a terrible reputation with investors" that they "richly deserve" . ...
Monday, January 4, 2016

Quotes of 2015

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Here's a collection of quotes said or written at some point during 2015. John Bogle on Investor Returns "Advisers or whoever say...
Tuesday, December 29, 2015

Munger on Efficient Markets, Indexing, & Stock Pickers

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Charlie Munger said the following at the 2015 Daily Journal ( DJCO ) shareholder meeting:* If all you had to do was figure out which com...
Tuesday, December 8, 2015

Competition & Moats - Part II

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In a  post  a few months back I included the following Warren Buffett  quote : "We like to own castles with large moats filled with s...
Monday, November 16, 2015

Berkshire Hathaway 3rd Quarter 2015 13F-HR

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The Berkshire Hathaway ( BRKa )  3rd Quarter 13F-HR  was released yesterday. Below is a summary of the changes that were made to the Berkshi...
Tuesday, November 10, 2015

Corporate Hocus-Pocus

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Warren Buffett, earlier this year in his 2014 Berkshire Hathaway ( BRKa ) special letter *, offered the following perspective on conglomerat...
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...