Friday, November 6, 2020Volume 1, Issue 50 Bruce Greenwald, Twitter, Bitcoin Bruce Greenwald on “Value Investing: From Graham to Buffett and Beyond” Free virtual event on November 18, 2020 at 6:00 pm EST. After an introduction by Mario Gabelli, Columbia Business
Greenwald’s Bearish on Amazon and Apple
Bruce Greenwald is this week’s guest in the Intelligent Investing interview series with Steve Forbes. In a brief excerpt of the interview shown below, Prof. Greenwald presents a bearish cash for Amazon.com and Apple and also warns about high valuations in Brazil and China. The full interview will appear later this week but the excerpt seems interesting enough to post now.
Buffett’s Plans for Burlington Northern May Include Rapid Expansion
Over the past week, Warren Buffett has commented on the valuation of Berkshire Hathaway shares and the logic behind issuing shares as currency to pay for part of the Burlington Northern acquisition. Mr. Buffett’s statements have helped to answer many of the questions we raised in December. The question now is whether the price tag will be justified when we look back at this deal in five to ten years. Read this article for more details.
Bruce Greenwald: “The Truly Compelling Opportunities Are Gone”
The Financial Times has posted a two-part interview with Professor Bruce Greenwald of Columbia Business School. Here are links to the two-part video series along with a summary of each segment courtesy of FT.com. Read this post for more details and links to the videos.
Bruce Greenwald on Value Investing
In the video clip shown below, Columbia Business School Professor Bruce C. Greenwald provides a brief description of the value investing process. I recall viewing a related video several months ago, so I suspect this clip is not new but it is well worth the time.