KO
How To Find Great Buffett Businesses
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.
Cola Wars - Coca Cola versus Pepsi
Both stocks are dividend aristocrats as well as major components of the S&P 500 index. Overall Pepsi has shown a much bigger progress than Coke over the past 10 years. In addition, it’s trading at a bargain multiple relative to its biggest competitor. And last but not least, its dividend growth is much higher than Coke. I would consider adding to Pepsi on dips below $68.
"A Billionaire's Brand Strategy" - Washington Post Article on Buffett
In the eyes of many, the Oracle of Omaha -- whose Berkshire Hathaway holding company owns or has major stakes in many iconic brands, including Fruit of the Loom, Kraft Foods and Johnson & Johnson -- looks like a brand investor...
Magic Formula Business Sector #3: Consumer Goods
The venerable Consumer Goods sector has been a favorite of famous gurus such as Warren Buffett and even Joel Greenblatt. However, it's also where value destroying fad and trendy stocks usually live. This article shows what makes an attractive Consumer Goods investment.
Festival of Stocks
This week has some good posts on DOV, GOOG, IR, SWIM, AERO, AIG, and KO.
Warren Buffett Named 'Manager' of 2008 Boardroom All-Star Team
Warren Buffett ranks number one on Directorship magazine's new list of the most admired board directors. Its Annual Survey of Exceptional Directors is compiled using "data from proxy firms, reader polls and governance experts."
Great Businesses According to Buffett
The most interesting part of this year’s Berkshire Hathaway letter to shareholders was Warren Buffett’s discussion of what kinds of businesses turn him on. This article takes a closer look at the elements that make a great business according to Buffett.
The Great Private Equity Cash Robbery of 2007
Jeff Matthews remembers the push for all the buybacks in the recent past and wonders why no one seems to be buying back their shares now that they are cheap.
Are you really a value investor?
Do you walk the walk of a true value investor
Diversification is an illusion
Munger Buffett and Pabrai all share certain traits read about them
Why Ask Me? Ask Mohnish.
Joe Ponzio attended Pabrai Funds annual meeting armed with questions from his visitors and shares his responses.
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Spying Warren Buffett: Sturdy Berkshire Portfolio Rides Out a Volatile Summer
Excerpt: "Looking at tickerspy.com's graph charting the performance of Berkshire's end-of-Q2 holdings during Q3, it's clear that Buffett's strategy remains sound. While it's been a volatile quarter for Berkshire and other investors large and small, the firm's top holdings have collectively performed better than the market and avoided the hair-raising declines that some investors experienced. "
Simplicity and Focusing on the Big Picture
Peter talks about keeping it simple.
Warren Buffett -- 50% Returns
Valuevista gives us some quotes from Mr.Buffett that addresses the issue of high returns with small amounts of money.

