BRKb

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.

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

Mohnish Pabrai's Q1 portfolio has been filed. New or increased positions include FFH, WFC, BRKb, CRESY, TCK, TX, and LUK.

Sequoia's (Ruane, Cunniff & Goldfarb) Q1 portfolio has been filed. New or increased positions include OMC, MA, BER, GOOG, KALU, MGA, KFT, GGG, CAT, VMC, AXP, WMT, BRKb, etc.

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.

'Banking is a very good business unless you do dumb things,' says Wells Fargo's largest shareholder.

Sequoia is a value oriented mutual fund managed by Ruane, Cunniff, & Goldfarb...

Believing that the financial oracles may have lost their gifts, many advisers appear unwilling to tie their fortunes to the investment acumen of such big-name investors as Warren E. Buffett and Bill Miller.

As everyone is reporting, Buffett states that he sees the economy “in shambles throughout 2009 — and for that matter, probably well beyond,” …. however, as usual, he remains optimistic and true to his investment philosophy and the fact that he still can’t answer the question on whether the stock market will rise or fall.

Warren Buffett’s iconic letter to shareholders has been published on Berkshire Hathaway's website. The legendary chairman of Berkshire Hathaway has been writing this annual letter for more than 32 years. In it he summarizes the performance of the various businesses that make up the portfolio of his conglomerate.

Berkshire Hathaway (BRK-A, BRK-B) published a glimpse of its stock portfolio holdings as of December 31,2008, on the SEC website. I have highlighted the largest changes in shares owned.

Warren Buffett is on the move again by purchasing $250 million worth of debt from Tiffany’s. Half of the debt will mature in 2017, while the rest will mature in 2019.

A look at Buffet's other holdings...

Buffett Investing in China.....

One of Warren Buffett's stocks takes it on the chin this morning...