Interesting Reading – November 7, 2016
Note to readers:  In this series, we suggest worthwhile reading material on a variety of topics, not all of which are directly related to investing.  Some of the articles are behind pay walls.  However, it is often possible to read ...
Interesting Reading – October 24, 2016
Note to readers:  In this series, we suggest worthwhile reading material on a variety of topics, not all of which are directly related to investing.  Some of the articles are behind pay walls.  However, it is often possible to read ...
Interesting Reading – October 7, 2016
Note to readers:  In this new series, we will suggest worthwhile reading material on a variety of topics, not all of which will be related directly to investing.  We anticipate several posts per month consisting of five to ten suggestions ...
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 ...
Wells Fargo’s CFO Reacts to Dodd-Frank Act
In an interview with CNBC this morning, Wells Fargo CFO Howard Atkins comments on the Dodd-Frank Act which President Obama signed into law this morning. Mr. Atkins focused on the consumer protection aspects of the law and was asked whether ...
Buffett “Feels Poorer” Based on Terms of Cadbury Deal
In a CNBC interview this morning prior to the special meeting of Berkshire Hathaway shareholders, Warren Buffett comments on a number of topics including the Obama Administration's proposed bank tax. Mr. Buffett does not believe that banks are making "obscene ...
Berkshire Hathaway’s Portfolio Rebounds Strongly
Berkshire Hathaway will release quarterly earnings for Q1 2009 on Friday, May 8 after the close of trading. Earlier this week, I provided some commentary on the earnings preview that Warren Buffett presented at the Berkshire Hathaway annual meeting last ...
Warren Buffett’s Comments on Wells Fargo Have Important Stress Test Implications
The financial markets appear to be on edge this week ahead of the government's release of the methodology for "stress testing" the top banks which is set to be issued on Friday, April 24. Much of the attention has centered ...
Buffett Tips His Hand?
Warren Buffett has a long standing reputation for not making stock recommendations, particularly in cases where Berkshire holds positions. I believe that this long standing policy has been in place primarily for two reasons, each of which have been very ...