The Digest #95
Executive Compensation, Howard Marks, Innovation Hubs, The Eternal Present ...
The Digest #93
Lou Simpson's Life and Legacy ...
Lou Simpson’s Retirement Prompts Berkshire Portfolio Changes
Berkshire Hathaway’s equity portfolio underwent significant changes during the fourth quarter of 2010 due to Lou Simpson’s retirement from GEICO. Although most media reports attribute Berkshire Hathaway’s portfolio moves exclusively to Warren Buffett, a significant portfolio has long been managed ...
Lou Simpson Plans to Retire from GEICO in December
According to an article in The Chicago Tribune, Lou Simpson is planning to retire from GEICO at the end of 2010. Mr. Simpson is President and CEO of Capital Operations. Tony Nicely is Chairman, President, and CEO of GEICO's insurance ...
Berkshire’s Q2 2010 Portfolio Performance Mirrors Overall Market
Value investors typically maintain a long term focus but it is a rare to find anyone who entirely ignores quarterly results. The second quarter was ugly with the Dow Jones Industrial Average falling 10 percent and the S&P 500 falling ...
Berkshire Adds Exxon and Nestle; Reduces Conoco and Moody’s in Q3 2009
During the third quarter, Berkshire made further purchases of Exxon Mobil and also initiated positions in Nestle, Republic Services, and The Travelers Companies. Berkshire closed out positions in the Eaton Corporation and Wabco Holdings while reducing its stake in Conoco ...
Berkshire Hathaway 13-F Report Links
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 ...