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Buffett Says China Growth to Trump U.S.’s, Lauds Gates Charity

(via www.bloomberg.com)

Zhao Danyang, the Chinese hedge fund manager who paid more than $2.11 million to lunch with Warren Buffett, shares what he discussed during the 3 1/2-hour meal. However, Danyang did not share Buffett's views on the U.S. dollar because he thought it was too contraversial.

 

Dividend Portfolios – concentrate or diversify?

(via www.dividendgrowthinvestor.com)

Some investors believe that by concentrating on their best ideas they could generate the best returns. After all, it is much easier to be up to date on any developments on ten to fifteen companies, rather than focusing on at least 30 individual stocks.

Berkshire Bought Municipal Bonds Amid Higher Yields

(via www.bloomberg.com)

Warren Buffett’s Berkshire Hathaway Inc. doubled its municipal-bond holdings in nine months amid record swings in the value of the securities that the billionaire investor labeled "unthinkable."

The Four Filters Valuation of Buffett and Munger. Business School Edition.

(via stores.lulu.com)

An abridged version of the "Four Filters" book is now available for business school and MBA students. Since these students already have a heavy reading load, I decided to release it in an abridged audiobook CD, and price it cheaper.

"The Four Filters Valuation of Buffett and Munger. Business School Edition." http://stores.lulu.com/4filters

Buffett’s latest best idea

(via www.theglobeandmail.com)

Investing legend Warren Buffett has stated that he would be happy if he and his partner, Charlie Munger, could come up with one good investment idea every year.

Warren Buffett -- a lesson on long term investing

(via www.noisefreeinvesting.com)

What does it mean to be a long term investor? Warren Buffett offers some insight to Neil Barsky.

Warren Buffet's Big Battery Play

(via www.greenbiz.com)

MidAmerican Energy Holdings will soon begin testing batteries from BYD that, if all goes well, could store electricity on a large scale at a reasonable cost.

 

Warren Buffett’s Berkshire Hathaway Portfolio Holdings for Q1 2009

(via www.dividendgrowthinvestor.com)

The long awaited disclosure from Berkshire Hathaway about its holdings is online. This time however many are doubting Buffett’s wisdom after his stock lost over 32% of its value in 2008 versus S&P 500's 36.7% loss. He also made some derivative bets on indexes which are misunderstood by most market participants.

Q&A: Legal Matters with Charles T. Munger

(via www.law.stanford.edu)

The Stanford Lawyer interviews Charlie Munger.

Value Investor Mario Gabelli Gets Good Ideas At Berkshire Meeting

(via www.cnbc.com)

CNBC video clip of Becky Quick's conversation with Mario Gabelli, which also touched on Warren Buffett's controversial derivatives positions, and why Gabelli thinks attendance in Omaha remains high despite tough economic times. At the end, Gabelli mentions some stocks selling below net cash.

CNBC Debates Whether Warren Buffett Has Lost His Way

(via www.cnbc.com)

On Street Signs, Erin Burnett spoke with CNBC's Jim Cramer and Becky Quick. Later, on Closing Bell, Trish Regan hosted a debate between Buffett critic Mark Hake of Hake Capital Management, and defender Janet Tavakoli of Tavakoli Structured Finance.

Warren Buffett's Inner Circle - Part 2

(via www.bloomberg.com)

Eveillard, Child, Pabrai, Birinyi on Berkshire, Buffett in this Bloomberg video. 

Warren Buffett's Inner Circle

(via www.bloomberg.com)

A Bloomberg video examining Buffett's inner circle of Gates, Sokol, and Trott.

 

Gates Makes Lifetime Pledge to Buffett’s Berkshire

(via www.bloomberg.com)

Microsoft Corp. co-founder Bill Gates, recruited by his friend Warren Buffett to join the board at Berkshire Hathaway Inc., said he’s committed to the firm for the rest of his life.

What They Want to Know: Our Top Ten List for Warren Buffett

(via jeffmatthewsisnotmakingthisup.blogspot.com)

Jeff Matthews picks the top 10 questions for Warren Buffett he received by his readers. He is providing these questions to Andrew Ross Sorkin at the New York Times to ask at the Berkshire Hathaway Annual Meeting. I hope we get answers to some of these.

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