…elevated share prices result in higher trading costs for investors. “I’m a big fan of Warren Buffett,” Angel said, adding, “but this is one area where I disagree with him.”…
Search Results for: warren buffett
The Voting Machine vs. the Weighing Machine
…with it, as my business partner Justin Carbonneau recently pointed out to me: he never said it. The quote is taken from something Warren Buffett said when referring to Graham….
Weekly Highlights: Finding Value in an Expensive Market, A Deep Dive into Asset Allocation and Timeless Lessons From Warren Buffett
…Value in an Expensive Market An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates History Says Big Tech Stocks Could Fall Investing Like Warren Buffett https://youtu.be/BeOOAR4ISC4…
Investing Like Warren Buffett
A recent Morningstar article outlined investing advice shared by Warren Buffett in a 1985 television interview, reportedly the first time he “candidly described some of the most important rules and…
Buffett Defends Berkshire’s Pandemic Moves
While taking questions for four hours during the Berkshire Hathaway annual shareholder’s meeting last Saturday (held in Los Angeles), CEO Warren Buffett and his partner Charlie Munger harshly criticized SPACs,…
Value Investing: There’s More to It Than Low Prices
A recent Morningstar article warns value investors not to overlook profitability, citing Warren Buffett’s advice to purchase good businesses at fair prices rather than weak businesses at bargain prices. “Betting…
Review of ‘Investing with Keynes’
…way out of recessions” but, as an investor, was “a kind of proto-Warren Buffett, a diligent savant who would crunch the numbers…and remain unflustered by the churn of the markets.”…
These 5 Stocks Represent 71% of Warren Buffett’s Portfolio
Berkshire Hathaway CEO Warren Buffett, a staunch advocate of buying strong businesses and holding them for the long term, “isn’t big on diversification” according to a recent article in The…
Buffett Soured on Banks at Potentially the Wrong Time
…a recent article in Barron’s. “The sales of bank stocks were one of Buffett’s investment miscues during a year of mistakes and missed opportunities,” the article says, adding that Berkshire…
Market Power or Moat?
A recent CFA Institute article suggests that the concept of the competitive moat—made famous by legendary investor Warren Buffett—is murky and tough to gauge and we should instead focus on…