Pod-tastic!

You knew that title was coming, didn’t you?  It’s time for me to highlight another interesting podcast.  [I wanted to get this out, so I can follow my usual tradition of posting at around 5:00 p.m. on Friday night.  That’s a good technique, right?]

The Berkshire Hathaway Annual meeting is this weekend (if you’re unable to attend, Yahoo Finance will be streaming the festivities).  So I thought we would look at some interviews related to the author of a book being featured in the Bookworm this year. Continue reading “Pod-tastic!”

I’m Just Saying…I Bonds, Earnings, REITs, and CPG Bloodbath.

Some remarks on recent earnings (or non-earnings in the case of REITs) and other items of interest in the news follow. Continue reading “I’m Just Saying…I Bonds, Earnings, REITs, and CPG Bloodbath.”

Bet with the GOAT or the goats on AAPL?

The Financial Times Alphaville Blog is a great read and you should consider adding it to your roster. It is not behind a paywall, so check it out (I also subscribe to the FT). Today, Alphaville published The world is overweight Baba, which prompted another thought about Buffett, his opportunity set, and Apple (“AAPL”).  Continue reading “Bet with the GOAT or the goats on AAPL?”

I’m Just Saying…Berkshire Annual Report Edition.

So the Berkshire Hathaway Annual Report came out yesterday.  Here’s a link to the PDF.  This will, no doubt, be dissected elsewhere more capably.  I do, however, have a few thoughts to share on cash levels, Buffett’s comments about indexing/destruction of high fee options, and his comments on acquisitions/management.   Continue reading “I’m Just Saying…Berkshire Annual Report Edition.”