…is Buffett’s Portfolio? [2] Dalio: Conflict Gauge Highest Since WWII [3] Bill Miller Loving Life in the Wilderness [4] Learning from Buffett’s Performance ——- Photo: Copyright: arcady31 / 123RF Stock Photo…
Search Results for: warren buffett
Founder of Winton Capital Talks Artificial Intelligence
…uncertain.” By contrast, he quipped, Warren Buffett’s investing prowess comes from his “knowing everything about everything.” Harding is drawn to momentum investing in part because of his educational background in…
Learning from Buffett's Performance
In my last article, I looked at the stocks owned by Warren Buffett and Berkshire Hathaway and asked the question, “How Active is Buffett’s Portfolio?”. As we found out, the…
How Active is Buffett's Portfolio?
…Super Concentrated One standout feature of Buffett’s stock portfolio is how concentrated it is. In the table below, you will see that as of the latest 13F filing for Berkshire,…
Swedroe Offers Perspective to Panicky Investors
…emphasizes the importance of preparedness and underscores the following concepts: “Being prepared also increases the odds you can act like legendary investor Warren Buffett, keeping your head and buying when…
What Investors Value in Managers
…that trust generally comes down to a combination of competence and warmth–citing the example of Warren Buffett, who she describes as “the classic embodiment of asset manager strength across these…
Jain's Stock Buy a Bullish Sign for Berkshire Shares
…or restricted stock—to its employees or directors…This means that if Berkshire executives and other employees want to own stock, they have to buy it in the open market.” Buffett and…
An Analysis of Buffett's Alpha
A 2018 paper published in the Financial Analyst’s Journal analyzes the alpha created by Warren Buffett’s Berkshire Hathaway. The introduction, by authors Andrea Frazzini, David Kabiller, and Lasse Heje Pedersen…
How to Deal with Poor Investment Performance
…and sell what has done poorly recently (at low prices, when expected returns are now higher). Swedroe cites Warren Buffett’s belief that Investor temperament, “which provides the discipline to ignore…
Berkshire Insurers Weather Storms and See Big Gains
…been the focus of Buffett’s investment strategy, the article notes, as the businesses generate cash that he can invest before having to pay claims. “The key,” it adds, “is avoiding…