The performance of Berkshire Hathaway shares over the past 32 years has been “nothing short of phenomenal” notwithstanding industry noise that Warren Buffett’s legacy is being challenged. This according to…
Tag: Warren Buffett
Is Warren Buffett the Greatest Factor Investor?
An article in CFA Institute offers an overview of how Buffett’s Berkshire Hathaway has avoided many of the major pitfalls suffered by other “star” investors and how, from a factor-investing…
Buffett's Berkshire Bets Over $860 Million on Amazon
Berkshire Hathaway revealed that its new wager on Amazon totaled $860.6 million at the end of March, according to an article in Bloomberg that outlines key takeaways from the conglomerate’s…
Perspective: Berkshire's Amazon Stake and Value Investing
According to an article in Yahoo Finance, Berkshire’s recent investment in Amazon “flies in the face of his long-held investing views” and signals “it’s okay to buy high price-to-earnings multiple…
A Dozen Targets for a Buffett-esque Elephant Hunt
An article in Barron’s lists twelve potential “elephant sized” acquisitions for Berkshire Hathaway to consider based on analysis by a Credit Suisse team of analysts. The team, called HOLT, created…
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…
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…
Warren Buffett's Next Deal Looms Large
In this year’s letter to Berkshire Hathaway shareholders, billionaire CEO Warren Buffett wrote that the mere thought of completing another big acquisition “is what causes my heart and Charlie’s to…
Buffett Annual Letter Offers Advice to Pensions and Endowments
In his annual letter to Berkshire Hathaway shareholders, CEO Warren Buffett tells pension funds and endowments to eliminate high-cost “helpers” that eat into returns, according to an article in Chief…