Value Investing News

Berkshire Hathaway's Q4 portfolio has been filed. New or increased positions include BNI, WMT, IR, RSG, IRM, BDX, and WFC.

Fairholme's Q4 portfolio has been filed. New or increased positions include C, BNI, CIT, CMCSK, RF, CMCSA, MI, BRKa, ACF, HUM, WLP, HTZ, SPR, FUR, RRR, JOE, and LUK.

This is an interesting alternative take on why Warren Buffett acquired Burlington Northern. Could it be for its energy potential?

A PESSIMISTIC BUSINESS FORECAST BY THE management of Burlington Northern Santa Fe as the railroad considered Berkshire Hathaway's merger proposal in late October may mean...

Bruce Greenwald comments on Warren Buffett's purchase of Burlington Northern, "It looked to us like an oil play. He has a history of making bad oil play decisions. And that was at $75/share, we thought there were better oil plays. At $100/share we think he has lost his mind."

Buffett gave us subtle hints almost 3 years ago when he stated he wanted to "bag an elephant".....

The biggest deal in Berkshire Hathaway history began with a brief conversation 12 days ago in Fort Worth, Texas.

Tonight's Of Mutual Interest interview focuses on a leading large cap value fund -- The Fairholme Fund (FAIRX). NBR's Paul Kangas asks Fairholme's Bruce Berkowitz about the fund's performance. Berkowitx also talks about some sectors he likes.

Berkshire Hathaway will acquire Burlington Northern Santa Fe for $100 a share. Warren Buffett, chairman and CEO of Berkshire Hathaway, calls the Squawk Box crew to discuss the deal and more.

Berkshire Hathaway will acquire Burlington Northern Santa Fe for $100 a share. Warren Buffett, chairman and CEO of Berkshire Hathaway, calls the Squawk Box crew to discuss the deal and more.

The ModernGraham opinion on Warren Buffett's purchase of Burlington Northern Santa Fe. Mr. Buffett got it right once again.

I can’t say I saw this coming, but it doesn’t surprise me. I looked into Burlington-Northern a couple of times but I never able to convince myself to buy a great company at a fair price. I figured the stock was worth $100, but with the market decline, I also figured better bargains would exist. One thing I did come away with from reading the multiple filings is how big a moat railroads have.

Reviewing Warren Buffett's portfolio using a ModernGraham approach. Seems like he doesn't follow Benjamin Graham anymore. Discuss.

Valuation and commentary on the stock value of Warren Buffett's stocks held in Berkshire Hathaway.

Berkshire Hathaway (BRK-B) just posted its 13-F filing with the SEC, which lists changes in its stock positions.