cocomurph

Berkshire Hathaway Stock Portfolio: At Risk of Resembling an Index Fund?

".... There are the rights-of-way, which you can’t get rid of. So there’s no issue about having to earn a return on them because you have to keep it in the business, and because there’s nothing they can do with those rights-of-way. ..."

VERY short-sighted! Get rid of the rights of way?! There are lot's of things one can do with the rights-of- way BNI owns....limited only by one's imagination.

Beware the Buffett Effect: Part II

Buffet doesn't time the market; he simply "times companies"...i.e. he waits for selected good companies to go on sale. It just so happens that this occurs more in down markets than bad. When good companies go on sale in great markets, he buys too.

Buffett Gets 'Comeuppance' After Gold Outperforms

Can you say " data mining "?! I keep about 5-7% in gold/silver as a hedge, but to try and gather data selectively to prove a pre-conceived point is disingenuous

Berkshire Hathaway's Peculiar Volatility Numbers

Trying to help out your friends, Felix? Any disclosures on your own part?

Here I Go, Criticizing Warren Buffett

There are so many errors of fact/judgement in this article it's not even worth the effort to go through them. Suffice it to say that by your standards of who can talk about stocks on TV without being unethical, CNBC would be deserted. Anyone watching Warren on CNBC who didn't know about the BRK/GE deal shouldn't be investing in stocks!

What utter dreck!