PenName Dave

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

Silly title... risk of becoming an index fund?

Whats the risk? Index funds outperform money managers 80% of the time.

Betrayed By Buffett? No Need to Be Shocked, The Game Is Indeed Rigged

All you haters must have been short the market lately. So much anger towards a good man.

Warren Buffett Getting No Respect

Just wait!

Berkshire's Huge Exposure? Nonsense

Excellent chart there... sums it up perfectly. Thank you for doing the calculations on premium annual return needed. Thats exactly the thinking Mr. Buffet used in making those decisions.

It amazing how quick people are to tear down and disregard people who have such a strong track record.

I recall a story about Bill Walsh, the former 49ers coach who drafted and traded for Joe Montana and Steve Young. After he retired from the NFL and was still living in the bay area he had an opportunity to get to know Jeff Garcia and see him play at San Jose state. Walsh called several teams on behalf of Jeff Garcia as the draft was approaching and told them that he though Garcia would make a good NFL quarterback and was certainly worth a draft choice.

No team drafted him.... or invited him to their camp. Jeff Garcia played several years in the CFL before he got a shot in the NFL.

No one could have done more to establish credibility in the area of NFL quarterbacking than Bill Walsh... and still no one listened.

No one could have done more to establish credibility in the area of investing than Buffet... and I see commentary about him like he's been discredited and shamed.

No one is right all the time, but some people do better than others :D

Is Berkshire a Long Run Buy?

“You can buy the stock for its liquidation value, paying zero premium for the great management and fairly dependable earnings stream …. This may not happen again for decades"

"There surely must be a premium in the shares simply because of Buffett’s reputation."

Book value is 70,000 per share... price on Monday was 72,000 per share... no Buffet premium there

Here I Go, Criticizing Warren Buffett

You don't say WHY any of it is inappropriate.....why can't he consult with congress after investing in GS? Why can't he go on cnbc after investing in GE?

You make points, but leave it up to our imaginations to find the violation in them.

Certainly ...as you state.... everyone knows Buffet is an investor,,,therefore people in congress and viewers of cnbc should know that he has financial interests.