Berkshire Hathaway Inc. (BRK.A)
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- What Did Buffett Buy: American Express or Wells Fargo? [view article]
- Buffett and the Value of Financial Slack [view article]
- Berkshire Hathaway: Like a Kid in a Candy Store [view article]
- Berkshire Hathaway: At a Good Buying Opportunity [view article]
- Largest Companies in the World [view article]
- The One Buffett Biography Worth Reading [view article]
- Is Buffett Buying American Express for Berkshire Hathaway? [view article]
- Buffett: I Was Wrong on Anheuser-Busch [view article]
- How Do You Know When to Buy Stocks? [view article]
- The "Four Filters" of Warren Buffett and Charlie Munger [view article]
- 15 Value Hedge Funds - Portfolio Update [view article]
- Canadian Oil Sands: Gates and Buffett Visit [view article]
loading ...Recent BRK.A Articles
- The One Buffett Biography Worth Reading
- Berkshire's Real Estate Unit Sees 'Signs of End of Downturn'
- Buffett and the Value of Financial Slack
- Largest Companies in the World
- Is Buffett Buying American Express for Berkshire Hathaway?
- What Did Buffett Buy: American Express or Wells Fargo?
- Berkshire Hathaway: Like a Kid in a Candy Store
- How Do You Know When to Buy Stocks?
- Buffett: I Was Wrong on Anheuser-Busch
- Canadian Oil Sands: Gates and Buffett Visit
- Full List of Articles »
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Buffett: I Was Wrong on Anheuser-Busch [view article]
as someone else has mentioned - buffet has very high standards for himself what he calls his mistake is the sort of return most morons that manage funds would call excellent performance ReplyIs Buffett Buying American Express for Berkshire Hathaway? [view article]
Would you please explain the Risk Based v. Economic Capital spreads in the link attached to the article. The two comparisons reflected: 1) RBC to EC and 2) BP spreads... seem to favor different Bank Holding Companies. EG, WFC has low RBC:EC and a high spread. Is the RBC:EC spread better than the spread in bps? These comparisons are not intuitive to me and I would appreciate some more discussion. Thanks ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
Thank you Owen, I think you're very likely right. I consider myself a Buffettologist but I'm not an expert in his risk arbitrage moves. As I think back, I remember that he only invests in announced deals, which kept him out of a lot of activity during the 80s. He also made a good living as a "white knight" during that period to managements faced with hostile takeovers. It's a short step from that to realize that he knows a lot about how managements can behave under these circumstances, even those who seem defenseless. Buffett can evaluate a lot, but he probably can't evaluate management irrationality, especially when it's mixed up with patriotic nationalism and King Lear-like family psychodrama.If anyone's interested, Buffett goes into some detail about one of his arbitrage investments (Arcata) in his 1988 letter to shareholders:
www.berkshirehathaway.... Reply
What Did Buffett Buy: American Express or Wells Fargo? [view article]
Agreed with Derwent. Well said! ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
Buffett doesn't believe in hostile takeovers. Capable, cooperative existing management is worth a large premium, as far as he is concerned. When faced with a hostile suitor, otherwise well-run companies often take rash, unexpected actions. We've seen this before. If, in an attempt to thwart InBev, BUD leveraged itself to buy, say, Sapporo Breweries, the result for shareholders could have been disastrous. Ego is a large liability, and when management uses it in lieu of rational business logic, the right place for investors to be is nowhere near.At $63 a share, Buffett got most of the takeover premium, without taking any of the proxy battle risk. Being humble, he calls it a mistake, but faced with the same situation again, he would do exactly the same, and rightly so.
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What Did Buffett Buy: American Express or Wells Fargo? [view article]
Children it's nap time. ReplyThe One Buffett Biography Worth Reading [view article]
Thank you very much. I've ordered the book from Amazon and am looking forward to reading it. ReplyThe One Buffett Biography Worth Reading [view article]
I disagree studying WArren has made and others financially independent.What makes Lowenstein different is that he actually went behind the scenes and described WEB accurately.Web's own biography will be self serving and will whitewash who he really is ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
Buffett was right given Yang's behavior at yahoo.Busch IV has proven to be an inept CEO who by the way was granted options for the last year and promptly sold them in the mid 40s. If he really wanted this merger he would have held them. Buffett took his cue from Busch IV ReplyWhat Did Buffett Buy: American Express or Wells Fargo? [view article]
Finally we got to know Buffett added AXP!!!!!!So who is the liar here?????????? ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
It's called HEDGING ReplyIs Buffett Buying American Express for Berkshire Hathaway? [view article]
So what. ReplyWhat Did Buffett Buy: American Express or Wells Fargo? [view article]
It was not during that unterview!!!It was after,when was asked to him about it!Lol!Ok,let's agree with you,Mr. Buffet bought more Wfc shares!Now i hope you are happy and Wfc will go up to the moon!!!Not!!!!!!!!!!Wf... will go down like a stone! ReplyWhat Did Buffett Buy: American Express or Wells Fargo? [view article]
I saw that interview twice and he made no acknowledge of AXP-not sure what you were looking at but you can probably find it on youtube ReplyBerkshire Hathaway: Like a Kid in a Candy Store [view article]
Buy Markel, its similar but is smaller so can grow more Reply