Tuesday, May 10, 2016

Buffett: The "Double-Barrel Effect"

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Here's what Warren Buffett and Charlie Munger had to say about the necessity to buy more capital-intensive businesses -- something that...
Tuesday, April 19, 2016

Bezos: The "Inseparable Twins" of Failure and Invention

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Here's what Jeff Bezos had to say in the latest Amazon ( AMZN ) shareholder letter : "This year, Amazon became the fastest compan...
Friday, April 1, 2016

Flying Too Close To The Sun

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Warren Buffett, in last year's Berkshire Hathaway ( BRKa )  special letter *, explained that conglomerates have been at times very popul...
Wednesday, March 9, 2016

Buffett on Stock-Based Compensation

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From Warren Buffett's recently released 2015 Berkshire Hathaway ( BRKa )  shareholder letter : "...it has become common for manag...
Wednesday, February 17, 2016

Berkshire Hathaway 4th Quarter 2015 13F-HR

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The Berkshire Hathaway ( BRKa )  4th Quarter 13F-HR  was released yesterday. Below is a summary of the changes that were made to the Berkshi...
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...