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…
Tag: Warren Buffett
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…
Investing Strategies of American Billionaires
An article in last month’s Forbes offers a synopsis of the investment approaches of some of our country’s prominent billionaires: Warren Buffett, CEO of Berkshire Hathaway– Buffett uses a “common-sense…
The Underappreciated Role of Luck in Investing
By Justin J. Carbonneau (@jjcarbonneau) — The $1.5 billion Mega Millions jackpot had a lot of people daydreaming about what they would do if they won such a windfall. With…
Buffett's Secret to Investing Success
A recent article in Forbes outlines what Warren Buffett frequently cites as the central themes of his investing approach—which can be found in two of his favorite books: The Intelligent…
Value Investor Channels Buffett
A recent Barron’s article profiles value investor Fred Copper, lead manager of the Columbia Overseas Valuefund, who has learned that the best way to beat his benchmark (the MSCI EAFE…
How Did Berkshire Hathaway Look in 1975?
A recent Morningstar article offers an overview of Berkshire Hathaway stock performance since 1975 and whether it would have been attractive to an investor in the early days based on…