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Vincent Ho's  Instablog

Vincent Ho
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An independent trader who takes a multidisciplinary approach to investing and seeks to always expand his circle of competence by understanding technology.
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  • The Least Talked About Driver Of Growth: American Energy Independence

    Warren Buffet has said repeatedly that he doesn't take macro considerations into his investment analysis. His position in BYD, an automaker and technology company based in Shenzhen, is simple: it's cheap. Although the market can stay irrational longer than accounts can stay rational most people read the reports of America's future energy outlook and can't help but go out for a few months of sushi. Although Europe relies heavily on Middle Eastern oil, especially that of the Kingdom of Saudi Arabia, America relies largely on Mexico and Canada. This is forecasted to change due to innovations in Shale, abundance in natural gas, enough coal for 300 years, and petroleum reserves. Although Munger has made the point that every barrel of oil imported from someone else's backyard is your friend it's not entirely clear if the traditional calculations of human energy, labor, or other resources for finite oil will hold up in a world moving towards better or alternative forms of energy, at least for America.

    What remains clear is that other drivers of growth, in Silicon Valley or Seattle, are not in a bubble. Their success however is largely based in a world in balance, both environmentally and in terms of stability. What is the price of stability given the outlook?

    Disclosure: I am long BRK.B.

    Tags: SPY, DOW, QQQ
    Feb 03 6:32 PM | Link | 3 Comments
  • It's Better To Hold Onto Berkshire Than The S&P 500 Or Dow

    Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) has been handing it to the S&P 500 (NYSEARCA:SPY) and Dow Jones Industrial (NYSEARCA:DIA) indexes. Berkshire has managed to double the gains of the S&P 500 and Dow in a ten year time span. Forget about these indexes and hold onto Berkshire for three reasons: Berkshire performs better than the indexes, its an incredibly safe business that is growing intrinsic value annually, and there is always the possibly Warren Buffett makes a deal to increase value per share.

    SPY Chart

    Tags: BRK.B, BRK.A, SPY, DIA
    Sep 24 12:04 PM | Link | 1 Comment
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