Berkshire Hathaway has been fueling its bank holdings over the past year and is now among the five largest shareholders in several including Bank of America, JPMorgan Chase and Goldman…
Tag: financials
Financial Reporting for the Digital Age
A recent article in the Harvard Business Review discusses the need for financial statements to capture the value of modern tech companies, sharing insights on the subject that were gathered…
How Companies Fool Investors with Profits Fad
Companies may be worth less than investors think, writes columnist Jason Zweig in a recent Wall Street Journal article. Zweig explains that investors look to earnings-per-share to assess corporate profits…
Buffett, Bank of America, and Five Financials
Warren Buffett’s decision to exercise Berkshire Hathaway’s warrants to purchase 700 million shares of Bank of America common stock will make it the bank’s biggest shareholder, writes Validea CEO John…
Four Small-Cap Financial Stocks to Consider
Warren Buffett knows the insurance business like the back of his hand, and openly raves about how it allows companies to “invest in other people’s money and keep all the…
Long-time Financial Sector Investor Chris Davis on Identifying the Best Opportunities
Chris Davis of The Davis Advisors, who currently manages the $14.3 billion Davis New York Venture founded by his father, thinks opportunities to invest in the financial sector are as…
Focus on Facts, Not Fear, Says Rogers
In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been…
Berkowitz Still Thinks Big Financials Will Get Their Due
Bruce Berkowitz, one of Morningstar’s Fund Managers of the Decade for the 2000s, is sticking by his conviction that AIG and other financial stocks are undervalued and will make big…
Berkowitz Still Confident in Financials
Bruce Berkowitz remains high on financial stocks, and says his conviction about his financial holdings has only grown stronger. “I’ve been able to see their earnings for the past few…
Tilson Turns Bearish on Banks
About two months after turning bullish on some financials, Whitney Tilson — who predicted the housing bust and financial crisis — is now taking profits on some of his bank…