USG

Fat Pitch Financials Portfolio May 2009 Update

(via www.fatpitchfinancials.com)

This portfolio focused on buying wide moat companies at discount prices is starting regain some ground during the recent rally.

 

Fat Pitch Financials Portfolio February Numbers

(via www.fatpitchfinancials.com)

More ugly performance numbers for my value portfolio might help you feel better about your own investments.

Berkshire Hathaway Files Schedule 13D Regarding USG

(via www.sec.gov)

Details of Berkshire Hathaway's investments in USG convertibles.

Fat Pitch Financials Portfolio January 2009 Update

(via www.fatpitchfinancials.com)

I short update on the status of the Fat Pitch Financials value portfolio.

Fat Pitch Financials Portfolio November 2008 Update

(via www.fatpitchfinancials.com)

An update on the painful declines my value portfolio has seen over the past month.

Looking at the Q3 Portfolios of Bruce Berkowitz, Robert Rodriguez and Mohnish Pabrai

(via enlightened-american.com)

Digging into the portfolios of Berkowitz's Fairholme, Rodriguez's FPA and Mohnish Pabrai.

Berkshire Hathaway Portfolio Holdings as of September 30, 2008

(via www.fatpitchfinancials.com)

A look at the third quarter changes made by Warren Buffett in the Berkshire Hathaway portfolio.

Fat Pitch Financials Portfolio October 2008 Update

(via www.fatpitchfinancials.com)

The painful performance numbers for the Fat Pitch Financials Value Portfolio. These value picks did not escape the market decline.

USG Earnings and Conference Call Notes

(via collegeanalysts.com)

USG's conference call offers insights into the housing market - here are some things that stood out.

Warren Buffett - The Ultimate Dividend Investor

(via www.dividendgrowthinvestor.com)

Out of 38 holdings in BRK-A’s portfolio 12 companies are dividend aristocrats, one is a dividend champion and three are dividend achievers. Only 5 of his holdings do not play any dividends at all.

Warren Buffett's Berkshire Hathaway Stock Portfolio Holdings

(via www.thediv-net.com)

Warren Buffett, the student of the now famous father or value investing Ben Graham, is the greatest stock investor of our times. He has built his flagship company, Berkshire Hathaway from a small mill to a diversified conglomerate with a total market cap of 175 billion dollars.

USG Earnings and Conference Call Notes

(via collegeanalysts.com)

A look at two housing supply stocks and their recent earnings releases, focusing on wallboard maker USG.

96th Edition of the Festival of Stocks

(via www.fatpitchfinancials.com)

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

Fat Pitch Financials Portfolio First Quarter 2008

(via www.fatpitchfinancials.com)

A review of the performance of the Fat Pitch Financials Portfolio for the first quarter of 2008.

Fat Pitch Financials Portfolio Update for February 2008

(via www.fatpitchfinancials.com)

The Fat Pitch Financials Portfolio held steady in February. I added a position in Premier Exhibitions (PRXI) and watched several positive developments in other positions. The portfolio continues to beat out the S&P 500.

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