Read Whitney Tilson's post about BRK.A and its derivatives exposure.

AIG plans to announce their new restructuring plan tomorrow and some of their assets may be attractive to Buffett's Berkshire Hathaway.

interesting stuff

Warren Buffett knows great businesses, and he's generous enough to share his wisdom through his letters to shareholders. By using the Magic Formula, we automatically find the good businesses from the poor ones.

Buffett has pulled it off again. He’s made a creative, favorable bet that may pay off handsomely for long-term Berkshire shareholders. Over the past year, Berkshire Hathaway sold put options on the S&P 500 and three foreign indices. These options have a potential profit of over $36 billion.

What makes See's Candy a cash-generating machine, and commentary on last week's letter to Berkshire Hathaway shareholders.

Pabri, Ackman, Berkowitz all added shares last quarter.

Geoff Gannon of Gannon On Investing (not so) humbly accepts his award for best value investing article and link submission for 2007. Thanks to everyone at Value Investing News who voted for "Gannon to Barron's: Berkshire Fairly Valued...As a Buffettless Empire!". This post also discusses the fundamental flaw in Barron's approach.

Review of Berkshire Hathaway earnings and speculation on its next big investment.

Trailer Park reference is to Clayton Homes.

Mr. Buffett just concluded his Woodstock for Capitalists. The Berkshire hype was in full display, but the numbers tell us something else. BRK's growth in book value and changes in interest rates have been able to predict BRK's price growth with a remarkable degree of accuracy.

Morningstar's Berkshire Hathaway investment thesis. I hope everyone enjoy's this year's meeting!