Wednesday, February 15, 2017

Berkshire Hathaway 4th Quarter 2016 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...
Tuesday, January 10, 2017

Quotes of 2016

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Here's a collection of quotes said or written at some point during 2016. Buffett on Stock-Based Compensation " ...it has become ...
Friday, December 30, 2016

Grantham on Bubbles Revisited

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From Jeremy Grantham's 3Q 2016 letter : "We have been extremely spoiled in the last 30 years by experiencing 4 of perhaps the bes...
Tuesday, November 15, 2016

Berkshire Hathaway 3rd Quarter 2016 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...
Thursday, October 13, 2016

Bogle & Buffett on Frictional Costs

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John Bogle had the following to say in a  speech  earlier this year: "Hedge funds (so-called; actually concentrated investment accoun...
Monday, September 12, 2016

Buffett on Active Investing

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Warren Buffett said the following on CNBC back in May: "Active investing as a whole is certain to lead to worse than average results...
Tuesday, August 16, 2016

Berkshire Hathaway 2nd Quarter 2016 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...
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...