BRK.A
Pat Dorsey and Morningstar analyst discuss Berkshire Hathaway
Pat Dorsey and Morningstar analyst discuss the current state of Warren Buffett's Berkshire Hathaway. Berkshire Hathaway is 40% off its 52 week highs and many are questioning Warren Buffett's ability.
Is The Financial Crisis Getting the Best of Warren Buffett?
Through November 21, 2008, Berkshire Hathaway's (BRK.A) year-to-date return was -36.4%. Since last December 11th when Class A shares hit its record high of $151,650, it has lost nearly half its value closing at $77,500 on Thursday; its lowest level since August 2003. This has not gone unnoticed by shareholders. Some investors have lost confidence in the ability of BRK to pay its debts.
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
Read Whitney Tilson's post about BRK.A and its derivatives exposure.
Looking at the Q3 Portfolios of Bruce Berkowitz, Robert Rodriguez and Mohnish Pabrai
Digging into the portfolios of Berkowitz's Fairholme, Rodriguez's FPA and Mohnish Pabrai.
Which stocks is Buffett buying right now?
The SEC just released an updated list of Berkshire Hathaway’s stock holdings as of 09/30/2008. The Oracle of Omaha, who is the main capital allocator for Berkshire added to the following positions:
Todd Sullivan's - ValuePlays: Dow Chemical Insiders Buy More Shares
Dow Chemical insider are snapping up shares
Todd Sullivan's - ValuePlays: Buffett Purchases More Burlington Northern
AIG Restructuring: Good for Buffett?
AIG plans to announce their new restructuring plan tomorrow and some of their assets may be attractive to Buffett's Berkshire Hathaway.
Buying More Dow Chemical for A Better Deal Than Warren Got
It isn't very often you get this chance
Todd Sullivan's - ValuePlays: Dow Chemical / Rohm & Hass
Liveris comments
Todd Sullivan's - ValuePlays: Berkshire / Dow Convertible Details
pretty cheap money with a nice convertible premium
Todd Sullivan's - ValuePlays: Buffett Invests in Dow Chemical (DOW)
Now will people look at Dow?

