While every fund manager yearns for Buffett results, “most don’t mimic his investment approach” writes Morningstar’s John Rekenthaler in his September report. Concentrated, low-turnover portfolios are “not for everybody,” he…
Tag: Warren Buffett
A Little-Known Buffett Home Run
Long before Berkshire Hathaway became the acquisition behemoth it is today, Warren Buffett was primarily involved in the insurance business. That hasn’t changed, and these operations have been some of…
Some Shiny Apple Suppliers
The list of companies making up Apple’s supplier list number an impressive 200. The company seems to be well organized when it comes to sourcing parts, hedging itself against hiccups…
Stocks with a Durable Competitive Advantage
A mainstay of Warren Buffett’s investment philosophy is his belief that the strongest companies possess a keen competitive edge against their peers. He looks for businesses that perform consistently, regardless…
Are the Markets Really Efficient?
Warren Buffett has always been open about his approach to investing, singing the praises of focusing on business fundamentals to find strong stocks at good prices. However, in a recent…
Buffett Revisited
The Oracle of Omaha is an investment legend whose tireless work ethic and down-to-earth philosophy has helped him grow Berkshire Hathaway into one of the largest companies in the world.…
Graham and Buffett Back-to-School Picks
There’s a wide range of expectations for the retail sector with respect to this year’s back-to-school shopping results. In a recent article for Forbes, Validea CEO John Reese offers some…
Fundamentally Solid Value Picks in the Spirit of Graham and Doddsville
In his revered 1984 speech at Columbia Business School, Warren Buffett referred to the strong track records of a group of prominent value investors as follows: “A concentration of…
Debating with the Oracle of Omaha
It’s tough to argue with one of the most legendary investors of all time, but Paul Merriman (founder of Seattle-based Merriman Wealth Management) apparently takes exception with some of Warren…
Can Active Investing Still Generate Alpha?
Back in 1984, Warren Buffett wrote an article entitled “The Superinvestors of Graham-and-Doddsville” (referring to the book Security Analysis co-authored by Benjamin Graham and David Dodd) in which he argues that passively…