Value Investing News

After each quarter-end, I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2011-Q4. Below is a high-level summary of the information contained in the PDF:

After each quarter-end, I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2011-Q3. Below is a high-level summary of the information contained in the PDF:

A member of the Value Investors Club named Den1200 has valued Berkshire Hathaway B shares at $125.05 per share in his March 28, 2011 write-up of the company. The $125 valuation is over 60% higher than Berkshire’s current trading price of about $77.

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Warren Buffett’s latest annual letter to Berkshire Hathaway (BRK.B) shareholders was published on Feb 26. The major theme of this letter was how to value Berkshire Hathaway as a company. Given the diverse nature of the company’s operations, this is no small task. Another important item that the Oracle of Omaha discussed was the dividend stream that flows to Berkshire on a regular basis.

Warren Buffett's surprised the financial world this week when he selected Todd Combs as Berkshire's next CIO. The selection of Combs only further shows Buffett’s adherence to his core principles and bodes well for Berkshire shareholders.

Article performs a complete side-by-side comparison of Warren Buffett's stock portfolio and Lou Simpson's stock portfolio. Both invest on behalf of Berkshire Hathaway (BRK.B). Simpson invests for GEICO.

Geoff Gannon goes through Berkshire Hathaway (BRK.B) 13F and separates Lou Simpson's GEICO portfolio from Warren Buffett's own buys and sells. This article lists the 22 stocks in GEICO's portfolio and the amount allocated to each.

The Chubb Corporation, through its subsidiaries, provides property and casualty insurance to businesses and individuals. The company operates through three segments: Personal Insurance, Commercial Insurance, and Specialty Insurance. The company is member of the S&P Dividend Aristocrats index.Chubb has increased dividends for 45 years in a row.

Geoff Gannon interviews Tariq Ali, author of the Street Capitalist value investing blog. In this 38 minute interview, they discuss Tariq's investments past and present. Stocks include: Fairfax (FFH), Madison Square Garden(MSG), and Air Transport(ATSG).

Bud Labitan is a fellow value investor and the author of Valuations – 30 Intrinsic Value Estimations in the Style of Warren Buffett and Charlie Munger. I recently met with him on the campus of Purdue University Calumet at the School of Management.

The Coca-Cola Company manufactures, distributes, and markets nonalcoholic beverage concentrates and syrups worldwide. The company is member of the S&P 500, Dow Jones Industrials and the S&P Dividend Aristocrats indexes. Coca-Cola has paid uninterrupted dividends on its common stock since 1893 and increased payments to common shareholders every year for 48 years.