The Rational Walk has published several hundred articles regarding Berkshire Hathaway. This archive displays all articles related to Berkshire except for In Search of the Buffett Premium, a research report published in 2011. In addition to browsing the list of articles, you may also search for a specific topic within the archive by using the search box below. A separate archive exists for coverage of other companies. Berkshire is sometimes mentioned in the Rational Reflections weekly newsletter which has a separate archive.

In the second part of the CNBC interview shown below, Warren Buffett comments on Kraft's recent bid for Cadbury.  While he expressed confidence in Kraft's management, he was very clear in stating that Kraft already made a "full price" offer and is at a disadvantage since part of the deal involves using "undervalued" Kraft stock. Mr. Buffett also comments on a variety of other topics including the residential real estate market.  The first part of ...
Read More
In the CNBC interview shown below, Becky Quick asks Warren Buffett about the flurry of calls he received during the "extraordinary weekend" one year ago. Apparently Mr. Buffett was the go-to guy that weekend for the cast of characters facing imminent financial ruin. Although none of the deals offered to him that weekend worked out, Mr. Buffett has no regrets regarding any missed opportunities.  I suspect that the deals he was able to put together ...
Read More
Warren Buffett appeared at the "Fortune Most Powerful Women Conference" today and made a number of comments regarding overall economic conditions, regulatory failure and reform, solutions for the "too big to fail" problem, and the economics of women's underwear. Although Mr. Buffett refrained from making any short term predictions, he did say that in "3 or 4 years" the economy should be in much better shape.  The video shown below provides some excerpts from the ...
Read More
According to a Bloomberg article posted today, Moody's has come to the conclusion that credit default swaps tied to Berkshire Hathaway debt significantly overstate underlying risks.  Moody's, which downgraded Berkshire Hathaway's credit rating in April, makes some observations that seem rather obvious to anyone who has been following Berkshire's financial condition in recent years.  Michael Love, a credit analyst at Moody's wrote: Berkshire “has one of the best credit profiles among large financial companies,” he ...
Read More
Warren Buffett is not one to deny a friendly helping hand to companies in financial distress -- at a price, of course!  The Wall Street Journal reported today that a subsidiary of Berkshire Hathaway signed "cut-through endorsements" with AIG and XL Capital when they were struggling last year due to impaired credit ratings.  Cut-through endorsements directly protect the buyer of a policy by providing backup coverage in cases where the primary insurer defaults on its ...
Read More
I was unable to analyze Berkshire Hathaway's 13-F SEC filing in a timely manner over the past weekend and in the meantime a number of articles have appeared regarding changes in Berkshire's portfolio for the quarter ended June 30, 2009. Here are some links to articles analyzing Berkshire's holdings at the end of June.  I have listed blog posts and other articles that go into more depth than the typical news stories that were reported ...
Read More
Berkshire Hathaway reported results for the second quarter following the close of trading today.  Operating earnings per share declined 21.7% to $1,147 per A share, down from $1,465 in the second quarter of 2008.  Operating earnings per share for the first six months of 2009 declined 17.1% to $2,248 per A share, down from $2,713 for the first six months of 2008. Net income per share for the second quarter was $2,123 per A share, ...
Read More
In an article entitled "Buffett's Betrayal", Rolfe Winkler puts forward a remarkably uninformed critique of Warren Buffett's behavior during the financial crisis of the past year.  While I am sure that Mr. Winkler has attracted the attention that he no doubt sought out, a careful examination of the facts poorly reflect on his thesis.  It is unfortunate that the letter Mr. Winkler received from Warren Buffett at the age of fourteen did not inspire him ...
Read More
Furniture Today's Ray Allegrezza interviewed Warren Buffett and covered a number of topics including the housing market, the future of CIT, and the $30 million expansion of Homemakers Furniture Store in Des Moines, Iowa.  Homemakers is a subsidiary of Berkshire's Nebraska Furniture Mart.  Thanks to My Investing Notebook for posting the first video. Buffett Comments on Housing Market For RSS Subscribers, please click on this link for the video. Should the Government Have Bailed Out ...
Read More
In this morning's CNBC Interview, Warren Buffett comments on a cartoon series intended to educate children on business and investment topics.  Mr. Buffett also talks about his outlook for the stock market in light of the recent rally that has taken broad market indices in the United States to new highs for the year. For RSS Feed subscribers, please click on this link for the video ...
Read More
In today's edition of Barron's, Andrew Bary presents a bullish case for Berkshire Hathaway with a target price of $110,000 per share based on a valuation of 1.4 times Barron's estimate of Berkshire's book value per share in one year.  Please click on this link for a preview of the Barron's article which is only available in full to paid subscribers. There are many different valuation models for Berkshire Hathaway and much controversy regarding which ...
Read More
Thanks to Simoleon Sense for posting this video of CNBC interviewing Warren Buffett at the annual conference of business leaders convening at Sun Valley this week.  In this lengthy interview, Mr. Buffett again comments on his views regarding a second stimulus program and other economic issues. For RSS Subscribers, please click on this link for the video ...
Read More
In an interview today, Warren Buffett stated that a second Federal stimulus bill might be necessary and referred to the first $787 billion bill as the economic equivalent of "taking half a tablet of Viagra and having also a bunch of candy mixed in ... ". Presumably Mr. Buffett is not happy with the amount of pork contained in the first bill.  One must wonder, however, whether it might not be better to restructure the ...
Read More
I couldn't resist posting this skit that was originally part of the 2009 Berkshire Annual Meeting company movie and is now being used for a promotion at Nebraska Furniture Mart. Enjoy! For RSS Feed Subscribers, click on this link for the video ...
Read More
X

Forgot Password?

Join Us

Password Reset
Please enter your e-mail address. You will receive a new password via e-mail.