I might be going dark for a while as I fall into the rabbit hole of the CNBC Buffett Archive. Before I disappear into the nebula of Berkshire Hathaway enlightenment, I wanted to flag it for your attention as it is really a neat resource. Continue reading “Resource Roundup: CNBC Buffett Archive”
Tag: Buffett
I pulled on a thread and found…a book
I found the book I am currently reading based on a little detective work involving a promising young investor and Warren Buffett. The subject of the book seems to fit within a theme of successful wealth accumulators, so I thought I would share a little about both the book and the path which led me to discover it. Continue reading “I pulled on a thread and found…a book”
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?”
Is Berkshire too Big to Succeed?
Is Berkshire now too big to beat the market? I have been thinking about this question after reading the most recent annual report and some related commentary. Berkshire has underperformed the S&P 500 over the most recent decade. So is the run over? It is an obvious question and one very ably examined by Jason Zweig of the WSJ Money Beat Blog (subscription required). I enjoyed reading Mr. Zweig’s work, as always, and
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.”