Anheuser-Busch Companies Inc. (BUD)
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- Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
- Dividend Investment Myths [view article]
- Buffett: I Was Wrong on Anheuser-Busch [view article]
- Warren Buffett Accumulates NRG Energy, Ingersoll-Rand and Union Pacific [view article]
- Buffett's Berkshire Holdings Doing Well in Q3 [view article]
- Dividend Aristocrats Outperforming Market [view article]
- What do Anheuser Busch, Hershey and Yahoo Have in Common? [view article]
- Options Trader: Friday Outlook [view article]
- They All Fall Dow - Fast Money Recap (6/2/08) [view article]
- American Business: On Sale [view article]
- InBev Finally Wins Over Anheuser-Busch with Higher Bid [view article]
- Foreign Investment in the United States: Reverse Globalization? [view article]
loading ...Recent BUD Articles
- Merger Watch: Anheuser-Busch - InBev
- Dividend Aristocrats Handily Outperforming Main Indexes in 2008
- Buffett: I Was Wrong on Anheuser-Busch
- Buffett's Berkshire Holdings Doing Well in Q3
- Warren Buffett Accumulates NRG Energy, Ingersoll-Rand and Union Pacific
- Dividend Investment Myths
- Dividend Aristocrats Outperforming Market
- Consumer Staples to Continue Outperforming the Market
- American Business: On Sale
- Hold Your Clydesdales: InBev-Anheuser 'Synergies' Aren’t Just layoffs
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Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
Great resource David!It's great to see that dividends are cushioning the losses for investors this year. To everyone else who believes that this is a short term phenomenon, please check this link out:
dividendgrowth.blogspo... Reply
Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
I always get a kick in the pants from people who say that index XYZ performed BETTER than the market, when in reality, they just lost LESS! ReplyDividend Investment Myths [view article]
Excellent article ReplyDividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
A non-starter. ReplyDividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
Cherry picked. ReplyDividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
Good resource!! ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
granger, Owen, et al hit the nail right on the head. Nobody ever went bankrupt taking profits, and he even kept some skin in the game in case he was wrong. His shareholders made money; when you're in a position in which you win big if you're right and win even bigger if you're wrong, you've done your job very well indeed. ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
In this case, being close to management was a liability. ReplyBuffett: 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 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
Buffett: 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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Buffett: 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 ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
It's called HEDGING ReplyDividend Investment Myths [view article]
agree with captain ccs: the point (a point) of buying dividend stocks is to take advantage of long term compounding. A ten year period would be more persuasive. ReplyBuffett: I Was Wrong on Anheuser-Busch [view article]
News Flash: Saint Warren screwed up. Reply