USG

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

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

Details of Berkshire Hathaway's investments in USG convertibles.

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

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

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

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

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

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

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, 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.

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

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

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

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.