Swiss Investor

Merger Arbitrage Opportunity With Allied and Ares Capital

Have you read Mr. Einhorn's book about the company? I wouldn't be too sure that Allied's portfolio is "undervalued"

Berkshire's Long Term Equity Capital Gains Are Gone

I would be happy if I were just breaking even.. :-)

Satyam's Moment of Truth Is at Hand

Really bad timing for your article, Ashish.

Why I Bought and Sold Buckle on the Same Day

My god, this is not a trading market.. just hold shares of companies like this, anything else is just plain stupid, sorry.

How To Beat Buffett at His Own Game

BRK didn't buy GS at 115. It merely got warrants with that strike price along with its preferred shares investment in the company - for free.

Sears Holdings: A Chart That Will Surprise You

Mr. Sullivan, I'd like to remind you that you were bullish on SHLD when the stock was at its very heighs. I don't think that anyone should listen to your comments on this stock anymore.

A Look at Buckle: Fundamentals Don't Matter Anymore

In the long run, the market is going to be a weighing machine again, as opposed to the voting machine it is now. Then, BKE is going to pay off.

Berkshire Hathaway's Peculiar Volatility Numbers

That doesn't matter at all. Berkshire isn't the kind of company that has to be worried by a few billion dollars of noncash charges a quarter. In the long term, Buffett is most likely not going to pay out a dime on these puts, as Whitney Tilson insightfully noted. BRK is a screaming buy at these levels.

Why Yahoo Finance Is Wrong About Buffett

Of course Buffett has lost his touch! As he did in the 60ties and in 1999/2000...

I really don't get why everyone always wants to second-guess Buffett.. of course he makes mistakes, but he is never ever gonna "lose his touch". With his margin of safety, his "mistakes" usually about break even over the long term.

Target Appears Overvalued

What do you think about Bill Ackman's REIT plan?

Berkshire Valuation Questionable as Business Fails Guidance Tests

'If the answer is "yes", Berkshire shares can safely be considered overvalued at Friday's close, regardless of near-term fluctuations in the major equity indexes.'
How do you arrive at the enterprise valuation from a couple of derivative positions?

Wise Energy Use Stocks: 5 Global Services Companies to Invest in

What about ABB?

Riding Coach on the Roller Coaster

Why so nervous? You should either buy them and be ready to take some paper losses in the short term or you shouldn't even buy them in the first place. To quote Phil Fisher: If the job has been correctly done when a common stock is purchased, the time to sell is - almost never.

Dow Upswing: Getting Back in the Game

IMO, COH is a great long-term play at current prices. A lot of trouble is already priced in, I think even too much. The brand is well positioned as well-crafted luxury, as opposed to brands such as those of LHVM, where you just pay for the name, but increasingly don't get superior quality.

Buffett Puts Money to Work; Buys General Electric Preferred Stock

I really feel good being a BRK shareholder right now.