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.”
Tag: BRK
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.”