Value Investing News

Longleaf's Q2 portfolio has been filed. New or increased positions include FAF, DEO, DTV, AOC, DIS, CX, CHK, PHG, FDX, DISCK, BRKa, TWTC, WSH, MKL, FFH, ECA, WEN, and WPO

Berkshire Hathaway (BRK-B) just posted its 13-F filing with the SEC, which lists changes in its stock positions.

Jeff Matthews picks the top 10 questions for Warren Buffett he received by his readers. He is providing these questions to Andrew Ross Sorkin at the New York Times to ask at the Berkshire Hathaway Annual Meeting. I hope we get answers to some of these.

We look at Greenblatt's, Buffett's, and Munger's arguments for portfolio concentration. For those who make it their profession to beat the market’s returns, concentration is an important component of success.

Warren Buffett’s annual letter to shareholders arrived this past Saturday morning with the anticipated fanfare and has produced its usual industry of commentary. In his letter, he discusses selling some equities in order to purchase fixed income securities. Should Buffett's moves inspire the investor to look further up the capital structure?

Yesterday, we offered a relative valuation of Kaplan, the Washington Post Company's wholly held education subsidiary. Today we use a discounted cash flow analysis of Kaplan to provide a better valuation of the Washington Post.

We offer a quick analysis of the Washington Post Company's assets and conclude that its current market price is far below its intrinsic value.

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

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.

Can Gannett turn around it's decreasing revenue, compressing margins, falling return on capital, and dropping stock price? An analysis of Gannett, the largest newspaper publisher in the U.S.

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."

Margin of safety review

Geoff Gannon explains when you should and when you shouldn't invest based on news of Berkshire Hathaway's activities in specific stocks. This is a great article that all Warren Buffett fans should read. (Not to mention, it also recommends Value Investing News and Fat Pitch Financials.)

Excerpt: "There's no need to reinvent the wheel. Buffett, the smartest investor ever, has done a lot of work for us when he buys a position and then discloses his holdings. Studying in the footsteps of the master and his disciples, but using that as a starting point for your own research, will end up being a very lucrative practice."