Warren Pieces: Why Buffett Wants His Stocks To Fall

A periodic look through the archives of the greatest investor in history

In Berkshire Hathaway’s 2011 Letter to Shareholders, Warren Buffett offered his thoughts on why he sometimes hopes that his holdings will decline in value, using IBM as an example. Below is an excerpt from the letter.

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Trahan On Why Small Caps Have Lagged — And Why They’re Going To Take Off

Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.

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Industry Rankings: Gurus’ Strategies See Value In Tech, RVs, and Jewelry

Every day, Validea.com uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries. 

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Herro Talks EMs, Interest Rates, and What Worries Him

Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth.

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Guru Strategy Ratings: A Bite Of Apple For Buffett?

Each week, we take a look at which stocks John P. Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.

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Do IPOs Signal Trouble? Hardly, Says Fisher

Some have been wondering whether the amount of initial public offerings recently is a sign of euphoric sentiment in the market. But Kenneth Fisher says it’s not the number of IPOs that matters, but the type.

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Buffett, Berkshire Dumping Retailer’s Shares

After saying that he made a “huge mistake” by investing in the firm, Warren Buffett is now decreasing Berkshire Hathaway’s stake in grocery giant Tesco.

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