…be founded on the notion that Amazon stock will continue push higher along with the company’s growing industry dominance. At this year’s shareholder meeting, the article reports, Buffett said, “the…
Search Results for: warren buffett
A Dinner with Charlie Munger
In an article for The Wall Street Journal, columnist Jason Zweig recounted a dinner with Berkshire Hathaway vice chairman Charlie Munger. Describing Warren Buffett’s 95 year-old business partner as a…
Validea’s Justin Carbonneau on the Acquirer’s Multiple Podcast
…Pabrai; Buffett’s incredible long-term returns; Tax management strategies and quantitative investing; Trying to avoid value traps; The importance of investing discipline and conviction; Factor timing; And lots more https://www.youtube.com/watch?v=93ZZx44J4So If…
Quiet Collaboration at Berkshire Hathaway
…strategies and best practices. This according to an article in The Wall Street Journal. The article reports that last year the company’s subsidiary CEOs started reporting to Buffett’s lieutenants, Ajit…
Joel Greenblatt Talks Value Investing, Investor Emotions and his Magic Formula
…light bulb went off…and I started reading everything I could about what he had written, both security analysis and the intelligent investor,” which led him to Warren Buffett. On the…
A Dozen Targets for a Buffett-esque Elephant Hunt
…picture of a firm’s underlying strength than earnings metrics and is similar to the framework used by Buffett himself. According to the HOLT analysts, “Buffett buys companies with strong management…
Buffett: Delta Purchases Broke 10% Threshold by Mistake
Warren Buffett said that Berkshire’s increased stake in Delta Airlines mistakenly breached his comfort threshold of 10% due to buybacks by Delta. This according to an article in Bloomberg. The…
Buffett's Course Correction on Airlines
After decades of swearing off the sector, Berkshire Hathaway’s airline holdings make it among the biggest shareholders in the four largest U.S. carriers, and CEO Warren Buffett said he wouldn’t…
The Mechanics of Value Investing
…investing, this is the group we are talking about. Most academic work will focus on buying the bottom decile (or cheapest 10%) of stocks. [2] Warren Buffett Value – This…
Buffett Bullish on Bank Stocks
In a recent interview with Yahoo Finance, Berkshire Hathaway CEO Warren Buffett explained why he is bullish on bank stocks: “They’re businesses I understand, and I like the price at…