The Hammer

Is Buffett Backing Away from Stocks?

If you think demand for goods and services will go back to pre 2008 levels, then stocks look undervalued. Howver if you feel that a lower level of economic base will be the norm then prices are more than fair valued at these levels.
Easy credit goosed the economy for a decade or two. Now it is relatively gone for now except the govt spending like drunks giving out money to derelicts at every chance. Once this free money scheme ends then what?

Enough with the Buffett Critics

vader you misinterpretated my statement. 100k is a bargain but he invests alongside sleezy firms like Goldscum craps. All I heard and read is about partnering with quality ethical people but then he goes invests with these slugs with our money? this investment helped keep the scum organization afloat. I would rather take a slight hit to my investment (brkb) than keep this sleezy firm (gs) in existence.
I consider some of his comments lately to be sexist also. If any other investors or commentator made the same comments they would be baked over the coals. He has been getting a free pass lately with some of his statements.

Enough with the Buffett Critics

Being a Buffett follower for many years, i have become disappointed in him. Besides parading across the tube with all the led women anchors on business shows, he should spend more time running the company. Yes he has made a number of mistakes.
He rarely criticizes anyone.....a true politician. He continues to favor continual bailouts eventhough future generations are getting raped.

"I personally believe that without government intervention, the banking system would have collapsed. Many financial experts believe this to be true.." many of these fionancial experts work for wall street ponzi banks and have a major vested interest in keeping the ponzi scheme alive. And many of these twits did not warn of this major financial mess when it was unfolding for the last decade or two. WHO cares what these twit experts say?

It remains to be seen whether it would of been better to let all these bloated financial institutions allowed to go belly up especially the smartest of them all. The govt could of easily backed savings accounts and deposits, money markets and kept the banks that were managed with appropriate risk alive to keep finance alive.

As regarding Buffett, he is not paying much if any estate taxes, he is giving it away so why does he give a damn if a parent wants to max their gift to their children. he has a personal accouint of over $300 mil or so so he is loaded even making 100k a year.

Buffett's Betrayal

I than you for a well written article. I too have become disenchanted with Buffett as a long time follower. The guy does not have a bad word or negative comment about much anything. Kind of like a politician who stick their finger up and move their point of view with the direction of the wind.
Buffett warned repeatedly about financial armagedeon but failed to protect his take action on his own holdings. Now this buffoon supports another stimulus package since many of his wholly owned consumer businesses are on their back. enough of this money printing and stacking it high on the future generations.

Why You Don't Want Berkshire to Pay Dividends

"My opinion is, who cares whether Buffett answered the dividend question? If you are even asking the question, you should sell your Berkshire stock. The reason to own Berkshire is to get access to Buffett’s capital allocation decisions.."
It seems to me that when companies hit the $200-$300 billion market cap they hit the proverbial wall. It is hard to grow a $200-$300 bil market cap company. Just to grow at 3% requires an additional $6 -9 bil a year...

I think it is getting close to the time for Buffett to start a dividend and announce the new leadership and transition this goliath over time.

White Mountains Insurance Discusses Berkshire Transaction

Now the deal is at 1.18 times book value. Bring back Jack. My best guess BV now is about $380-$385 or so with hammering in the equity portfolio.