gordo

Buying a Buffett Portfolio

well I chose the companies that are more within my circle of understanding ... I probobly should have included bni because I do get the economics there...I just believe there is more value in say kft right now ... with kft you are buying shares below berkshires cost where as with bni you would be paying a hefty premium to berkshires cost...but good point...

Buying a Buffett Portfolio

Im wondering if youre an idiot to imply that buying these businesses is a bad idea because I mis spelled a word

What You Can - And Can't - Learn from Warren Buffett

For any of you who want to learn from Warren Buffet, I suggest you read the annual reports of Berkshire...

Berkshire Hathaway: At a Good Buying Opportunity

i would mention that Berkshire is a citadel of first class businesses run by first class managers...and that to buy berkshire at a moderate to premium price would ...over time... be ok...but to buy it now at under 4,000 for a b share is really quite a good investment...

Radio Value Opportunity Beckons: Calling Warren Buffett

Dont you think this industry suffers from what the newspaper industry suffers from: poor economics. That is to say would radio have even existed if satellite radio and ipods and on demand media existed first? Buffet does not own a radio station to my knowledge. I would say the long term earnings power of a radio station is not as knowable as say the future earnings power of say gillette... so why invest in it. Do you have an investment in radio?