Swiss Investor

Berkshire's Long Term Equity Capital Gains Are Gone

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

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.

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.

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?

Buffett Puts Money to Work; Buys General Electric Preferred Stock

I really feel good being a BRK shareholder right now.

Warren Worship

According to Bespoke Investment Group, his holdings have actually performed quite well, if not in the most recent weeks:

seekingalpha.com/artic...

But you are right that he always gets great terms on his deals. That's why Buffett fans should invest directly in BRK.A / BRK.B instead of trying to mimic the great investor.