Value Investing News

Morningstar interviews David Winters of the Wintergreen fund. Stocks mentioned include: Consolidated Tomoka (CTO), Berkshire Hathaway (BRK.B), and Burlington Northern.

"U.S. insurers, holders of more than $2.2 trillion in corporate debt, bought the bonds at the fastest pace in five years in 2009, taking advantage of a market that Warren Buffett said was 'raining gold.'"

An excerpt from the 2,200 page examiner's report on Lehman explains Buffett's role. Report details discussions between Buffett, Paulson, and Fuld. Talks about why Buffett did not agree to invest in Lehman like he did Goldman Sachs (GS).

Warren Buffett (BRK.B) paid $100,000 for 29th straight year. Reimburses company for personal calls and postage stamps. CFO makes 8 times as much. Security for Buffett costs 3 times as much.

Geoff talks about Mary Buffett’s two books: Buffettology and The New Buffettology. He explains that whenever those books talk about earnings they really mean free cash flow. And he tells us how he feels about Mary Buffett dumbing down a complicated subject.

Geoff reviews Warren Buffett’s just released letter to Berkshire Hathaway (BRK.B) shareholders. He quotes the most useful parts of Buffett’s letter and tells you how they can help you become a better investor.

This 16 minute podcast talks about Buffett's upcoming letter to shareholders. Discussion focuses on Ben Graham's influence on Warren Buffett and what we can learn from his letters.

Warren Buffett is arguably the best investor in the world. His main holding, Berkshire Hathaway has delivered market beating returns during his leadership. Buffett’s strategy is characterized by purchasing stocks which have a long-term durable competitive advantage in a stable industry.

The speech given by Tarpon Folio manager Cale Smith last Saturday night at the Islamorada Investment Management 2010 investor meeting in the Florida Keys.

Intrinsic Value Estimator and Calculator ( freeware tool for Windows XP, Vista, and Windows 7 ). This free software is sponsored by Acalmix Publishing and is released as a promotional tool to accompany the book "The Four Filters Invention of Warren Buffett and Charlie Munger."

Value Investor Mohnish Pabrai

Sequoia's (Ruane, Cunniff & Goldfarb) Q2 portfolio has been filed. New or increased positions include SJM, HDB, UPL, GIS, T, PCP, WAG, CHK, DHR, V, BRKb, MTD, KO, PM, JNJ, IRS, MA, JPM, IBM, PG, PEP, FELE, KFT, etc.

For WARREN BUFFETT’S most devoted followers, a meal at Gorat’s Steak House is near the apex of the visit to Omaha for the Berkshire Hathaway annual meeting, second only to seeing Buffett onstage at the Qwest Center.

"Learn more from Buffett's early career, when he made his first millions"