In his latest column for Forbes.com, Validea CEO and author of The Guru Investor John Reese takes a look at how Berkshire Hathaway’s and Warren Buffett’s latest moves stack up against his Guru Strategies — including his Buffett-inspired model. “My quantitative Buffett-inspired strategy is based on the approach that Mary Buffett (his former daughter-in-law) and [...]
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Tag Archives: Berkshire Hathaway
Berkshire’s Buys & Buffett’s Wisdom
May 15, 2012
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Warren Buffett’s Berkshire Hathaway added at least two new positions to its portfolio in the first quarter, and increased stakes in several other holdings. Berkshire added a 10-million-share new position in General Motors to its portfolio during the quarter, as well as a new 1.6-million-share position in Viacom, according to CNBC. Based on the size [...]
Read moreHigh-Quality — Not Value — Key To Buffett’s Success
March 30, 2012
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Warren Buffett is known as a value investor, but a recently released research paper has found that most of Buffett’s success over the long term is due not to value investing, but to his focus on high-quality companies. The paper, “Betting Against Beta” (click here for a PDF copy), was authored by Andrea Frazzini of AQR, [...]
Read moreBuffett On Stocks, In-Laws, and Why He Wants Some of His Stocks to Fall
March 2, 2012
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In his recently released fourth-quarter letter to Berkshire Hathaway shareholders, Warren Buffett reiterates his belief that stocks are a much better investment than gold or bonds, and explains why he sometimes hopes his equity holdings decline in price. The portion of Buffett’s letter in which he explains his belief in stocks over bonds and gold [...]
Read moreBuffett-Style Tech Picks
December 29, 2011
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Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not long ago, that question would have seemed foolish. Warren Buffett avoided investing in technology companies, saying that the nature of their businesses did not allow [...]
Read moreWhat Buffett Sees In The Newspaper Biz
December 5, 2011
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Warren Buffett created a stir with Berkshire Hathaway’s recent acquisition of the Omaha World-Herald, with his firm venturing into an industry that has numerous questions swirling around it. Just what did Buffett see in buying the Nebraska newspaper? Last week, he explained his logic to World-Herald shareholders. Accoridng to the World-Herald’s Steve Jordon, Buffett said [...]
Read moreBuffett On The Prowl in Japan
November 21, 2011
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Warren Buffett is looking for investment opportunities in Japan, saying that neither the huge earthquake that devastated the country earlier this year nor the recent scandal surrounding Olympus Corp. have soured him on Japanese firms. “There are lots of opportunities in Japan,” Buffett said during a visit to the country to visit a tool-making company [...]
Read moreBuffett Bullish on Big Blue, Says Housing in “Depression”
November 14, 2011
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Warren Buffett’s Berkshire Hathaway has taken a 5.4% stake in tech sector giant IBM, and he remains upbeat on equities over the long haul, though he says a “depression” in the housing sector is holding back the economy. Buffett tells CNBC that IBM has done a very good job of publicly laying out goals and [...]
Read moreBerkshire’s Q3 Buying Binge Involved Broader Focus
November 9, 2011
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Warren Buffett’s Berkshire Hathaway invested almost $24 billion in the third quarter, the most it has invested in 15 years, Bloomberg reports. Interestingly, Berkshire’s investments went well beyond the consumer and financial sectors that the company usually focuses on. According to Bloomberg, the firm increased “commercial, industrial and other” holdings by 62% on a cost [...]
Read moreTilson: Plenty of Values Right Now
October 26, 2011
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Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares. “The U.S. has already gone through and emerged from the subprime debt crisis,” Tilson tells MarketWatch. “There’s still an overhang and it has to work its way through,” [...]
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