“Some longtime Buffett watchers argue that it is time to fundamentally rethink Berkshire’s mix of businesses and investments” due to the conglomerate’s worst performance versus the S&P 500 in a…
Tag: Berkshire Hathaway
Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter
Warren Buffett has one of the greatest long-term investing track records of all time. The chart below shows the excess return (y-axis) over the market of some of history’s best…
How A German Business May Have Snookered Berkshire Hathaway & Buffett
Within a few weeks after Berkshire Hathaway purchase of what appeared to be a solid German pipe making business, a whistleblower’s tip ended up uncovering fake sales and profit data…
Berkshire’s Big Weakness Revealed in Crisis
Warren Buffett’s Berkshire Hathaway “has always defied neat categorization,” but his quiet market response to the recent crisis has “fueled questions about what shareholders actually get when they invest in…
Berkshire Hathaway Dumps Holdings in Goldman
A recent Wall Street Journal article reports that Warren Buffett’s Berkshire Hathaway, which funneled $5 billion into Goldman Sachs Holdings in 2008, “slashed the bulk of its holdings” during the…
Why has Warren Buffett Gone Quiet in the Market?
Last year, Warren Buffett resisted pressure to buy back Berkshire Hathaway stock, pay a dividend or “be more aggressive with investments,” a strategy that seems to be paying off. This…
Berkshire and Others Sitting on Piles of Cash
Warren Buffett’s Berkshire Hathaway is one of several behemoth companies (including Apple and Google parent Alphabet) “sitting on large cash positions that give them the wherewithal to ride out a…
Buffett’s Berkshire Hathaway Sells Part of Delta and Southwest Stakes
Regulatory filings show that last week, Berkshire Hathaway sold nearly 13 million of its Delta shares (for about $314 million) and about 2.3 million in Southwest shares (for about $74…
Berkshire Hathaway and a Buffett-less Future
As Warren Buffett approaches his ninetieth birthday, Berkshire Hathaway shareholders might be worrying about the company’s future, according to a recent article in Barron’s. But the article outlines several issues…
Buffett Sells Newspaper Business
Warren Buffett and Berkshire Hathaway have agreed to sell BH Media and the Buffalo News to Lee Enterprises, Inc., for $140 million in cash, marking a “rare divestiture after he…