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Todd Combs', Warren Buffett's new investment hire, Portfolio at Castle Point

By valuehawk on Tue, 2010-10-26 09:56
(via www.rocketfinancial.com)

You can get a good look at Castle Point's portfolio here:
http://www.rocketfinancial.com/Holdings.aspx?fID=10102

He's obviously very focused on financial services companies. You can also look back over time and see what he held in the past!

Investor Questions Podcast #9: How Do You Calculate a Bank's Intrinsic Value?

By GeoffGannon on Thu, 2010-03-18 14:58
(via www.investorquestionspodcast.com)

Geoff walks you through an intrinsic value estimate for Valley National (VLY). He focuses on deposits and the cost to gather them. Geoff says Valley is worth about $15 a share.

Investor Questions Podcast #7: Does Buffett Use Earnings or Free Cash Flow to Value a Stock?

By GeoffGannon on Thu, 2010-03-11 15:28
(via www.investorquestionspodcast.com)

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.

A Look at Progressive’s Loss Estimation Accuracy

By George on Mon, 2010-03-08 16:40
(via www.rationalwalk.com)

Progressive’s 2009 annual report was filed last week and contains data on loss estimation accuracy for 1999 to 2009. This article takes a look at this data.

Investor Questions Podcast #3: What Can You Learn From Warren Buffett's Shareholder Letter?

By GeoffGannon on Tue, 2010-03-02 00:29
(via www.investorquestionspodcast.com)

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.