Monday, July 25, 2016

Berkshire 2016 Meeting: Charlie Munger Highlights - Part II

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A quick follow up to this recent  post . Below are some additional comments made by Charlie Munger at the 2016 Berkshire Hathaway ( BRKa )...
Wednesday, June 29, 2016

Bogle: Arithmetic Quants vs Algorithmic Quants

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From a recent speech by John Bogle: "As I see it, the plain and simple, well-armed, lightly-dressed, unencumbered shepherd is the in...
Tuesday, June 7, 2016

Berkshire 2016 Meeting: Charlie Munger Highlights - Part I

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The following are excerpts of comments made by Charlie Munger at the 2016 Berkshire Hathaway ( BRKa ) shareholder meeting : On Ignorance ...
Monday, May 16, 2016

Berkshire Hathaway 1st Quarter 2016 13F-HR

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The Berkshire Hathaway ( BRKa )  1st Quarter 13F-HR  was released yesterday. Below is a summary of the changes that were made to the Berkshi...
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" . ...