By Justin J. Carbonneau (@jjcarbonneau) — Warren Buffett and others have long advocated buying companies with moats around their businesses. Strong brand loyalty (Disney), economies of scale (Walmart), innovation (Google),…
Tag: Warren Buffett
Buffett on Tax Cuts, China and Women in Business
In a recent interview with Yahoo Finance, Berkshire Hathaway CEO Warren Buffett fielded questions on a variety of subjects. Here are some highlights: Tax cuts: “I don’t agree with the…
Buffett's Letter: Shorter and Less Upbeat
An article in Institutional Investor published after the release of Berkshire’s annual letter to shareholders said, “It isn’t what Warren Buffett wrote in his shareholder letter—it’s what he didn’t.” Noting…
High Hopes for Buffett's Annual Letter
A Bloomberg article published prior to the release of this year’s letter to Berkshire Hathaway shareholders notes that Warren Buffett “has provided himself with plenty of fodder—if only he’ll use…
Takeaways from Berkshire's Annual Letter to Shareholders
Here are some highlights of Warren Buffett’s widely-anticipated annual letter to Berkshire Hathaway shareholders: Format Change While for thirty years the billionaire investing legend has opened with a paragraph concerning…
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?
By Justin J. Carbonneau (@jjcarbonneau) — With a $500 billion market capitalization, Berkshire Hathaway is the fifth largest company by market cap in the U.S. stock market and the majority…
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…
Buffett and Cooperman Agree Luck is Key to Investing Success
“Whatever success I’ve achieved, I think I’ve achieved it because I’ve been very lucky,” said founder and CEO of Omega Advisors Leon Cooperman in an October interview on CNBC. Cooperman…
Buffett Repurchases Over $900 Million in Berkshire Stock
An article in The Wall Street Journal reports that Berkshire Hathaway repurchased $928 million in stock in the third quarter of 2018, calling it a rare move that indicated Chairman…