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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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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Buffett Buying Amid Declines

While the market was tumbling on Wednesday, Warren Buffett was buying.
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Warren Pieces: Buffett on Ted Williams, Macro Forecasting, and Fear

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

In Berkshire Hathaway’s 1994 Letter to Shareholders, Warren Buffett offered his thoughts on macroeconomic forecasting, and discussed why fear is “the friend of the fundamentalist” . Below is an excerpt from the letter.

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Warren Pieces: Buffett on The “Investor’s Misery Index”

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

In Berkshire Hathaway’s 1979 Letter to Shareholders, Warren Buffett talked about the impact that inflation and taxes can have on an equity portfolio and a business. Below is an excerpt from the letter.

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Why Buffett Likes Banks

While they may be known more for investing in insurance companies and firms that make and sell simple consumer goods, Warren Buffett and Berkshire Hathaway are also quite fond of bank stocks these days. In fact, if combined into one company, Berkshire’s bank investments would represent a $50 billion-market-cap bank — the eighth-largest in the US. And in a recent piece for CNBC, Tim Mullaney says that Buffett’s big bank position shows a good deal about his investment philosophy.

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Munger On Buffett, Temperament, And Why He’s Better Than Ben Graham

Charlie Munger isn’t nearly as high-profile as his Berkshire Hathaway partner Warren Buffett, but The Wall Street Journal’s Jason Zweig recently caught up with him for a fascinating interview in which Munger talked about everything from Socrates and Confucius to derivatives and accounting practices to why he doesn’t love Benjamin Graham the way Buffett does. Continue reading