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.

A nice discussion of "economic moats" and four ways they are created. However, I don't agree that there are only four types of moats. The article missed at least one other type, toll bridges. I'm surprised Sellers didn't mention that one in his article. Are there any others types missing?

As a relatively new student of the value investing discipline, I’ve been experimenting with different approaches to value. I would like to share my 3 best investments over the last year.

John Byrne, at the time the chairman of Geico, hired Lou Simpson in 1979 to run Geico's investments as CIO. Byrne sent several candidates to Warren Buffett to be interviewed, but following a four hour interview, Buffett called on Byrne to stop the process, "That's the fellow."

The "fellow" has one of the great records in investing, like Buffett, looking for great businesses with a sustainable competitive advantage. He operates independently of Buffett with somewhat higher turnover but similar discipline.

Warren Buffett's Berkshire Hathaway appears to have increased his stake in Nike, USG Corp, Lowe; and reduced that in BUD, Target, Iron Mountain, H&B Block. Click on FULL STORY for details.

Buffett reports changes to the Berkshire Hathaway stock portfolio. He raised stakes in Lowe's, Nike, Iron Mountain, USG, and Western Union.