Berkshire Hathaway Inc. (BRK.A)
Loading...
Symbols:
BRK.A Forum Topics
- All Comments on BRK.A
- General Discussion on BRK.A
- Buying Berkshire: The Ultimate No-Brainer [view article]
- 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]
loading ...Recent BRK.A Articles
- Buying Berkshire: The Ultimate No-Brainer
- 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
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Montague
Canadian Oil Sands: Gates and Buffett Visit [view article]
John Gordon's point is correct. I wonder why these article never mention the startling and immense environmental degradation that comes with oilsands crude production. Currently Ghawar in SA is pumped with about 6 million barrels of water to produce 4-5 million barrels of oil. That is NOTHING next to Oilsand production, which needs 2-5 barrels of water to produce one barrel of oil, and ALSO needs one barrel of energy to produce 2-4 barrels of oil. The waste water is worthless, unreclaimable, and is left in huge ponds, one of which is behind the largest earth dam in the world, thirteen miles long. Replygordon
Canadian Oil Sands: Gates and Buffett Visit [view article]
we are talking massive environmental devastation here. wonder how the local athabascan tribes feel about this.> jack Reply
Geek
Canadian Oil Sands: Gates and Buffett Visit [view article]
Buffet was in China this year, and even said today he islooking to invest there. So he likes to see first hand some
of the companies, and sectors that will grow in the
future. He also said he bid 500 million for a company
in China that was turned down. Everyone can
understand oil, and how much it runs our lives. Buffet
knows that the United States wants oil from friendly
countrys, and Canada is just north. Reply
Sequoia Fund Reopens After 26 Years: A Look Inside [view article]
Once you include American Funds' sales loads, they no longer outperform. :) ReplyCanadian Oil Sands: Gates and Buffett Visit [view article]
Why did you not mention MRO? Their position I believe is much bigger than SUN. Reply15 Value Hedge Funds - Portfolio Update [view article]
valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.
User 164258 - you are correct and the glitch is fixed on my blog. . .
Reply
15 Value Hedge Funds - Portfolio Update [view article]
I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter Reply
15 Value Hedge Funds - Portfolio Update [view article]
I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply15 Value Hedge Funds - Portfolio Update [view article]
I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply15 Value Hedge Funds - Portfolio Update [view article]
Meb is a pretty bright guy and synthesis of other concepts can be very useful. ReplyTiedeman
Finding Relative Value in Financial Services [view article]
All of your relative value plays go lower. The financials are melting down again.Stay away from all of these names. Reply
Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
Lets assume the worst and that is the Fannie and Freddie stock go bust to zero, the government take the GSE's, so what? are we going to h*** for that? are the mortgages in their books go bust? are we going to crush? the answer is no! all those mortgages in their books will automatically be backed up by the government and even be rated as triple A, that will upgrade the books of all of those holding them into CDOs, MBS, SIVs and cause massive write ups! so what is the nonsense in here? that would be the best case scenario for bond and mortgages insurers, I am sure there are many of them praying for the government to take over the books of Freddie and Fannie. ReplyFinding Relative Value in Financial Services [view article]
Certainly hope you're wearing shoes while you're out there wading around in the murky swamp of financials. Wouldn't want to see you step on anything nasty and squishy. Having said that, I'd be looking elsewhere...ITU (Brazil) Seems to be coming off a low and looks like it might have 25% upside within a 3 month period. It is also on an uptrend. Watch it though. Brazil has a lot of commodity exposure...But it also has a booming internal economy - unlike (err...hack..cough..) the US.
IBN (India). I'd let it come back up through $28, for what might be a potential double. (Don't buy it now... It's dropping again.) Although India has a lot of problems with infrastructure and barricading itself against outside forces, it could be a nice growth story.
I'd also look at a nice stop just below the recent lows on either..
jegan ;-) Reply
Following Buffett's Railroad Tracks [view article]
It doesn't matter whether or not ethanol can only be transported by rail tanker. This is one factor that can be taken out of the equation, given that people are slowly realizing that ethanol is an inefficient method of producing energy, apart from reducing the proportion of crop available for food production, thus raising food prices. That said, rail is a good industry to hold for the long term. Go Trinity! ReplySeth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
STUDY THEN YOU WILL LEARNOn Aug 20 01:35 AM sr9web wrote:
> Thanks for the info. Where do you get this data? Reply