Value Investing News

A quick post on undervalued stocks

Shortly after writing the brief memo about the 2009 Berkshire Hathaway Shareholder Letter was released today, I sat down with a cup of coffee and started reading it as free time is limited today. Anyway, I usually read the letter a couple of times to fully grasp it. The following are some quotes that stood out .

Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 2-13-10 on the top 30 list.

Warren Buffett’s Secret To Success With Alice Schroeder

Bill Gates and Warren Buffett talk about leadership with Columbia Business Schools Dean Hubbard

Warren Buffett and Bill Gates talk with Columbia Business School students about MBAs, the economic crisis and ethics.

Warren Buffett talks about value investing with Columbia Business School students

Jim Rogers appearing on Bloomberg November 4 , 2009

Berkshire Hathaway will acquire Burlington Northern Santa Fe for $100 a share. Warren Buffett, chairman and CEO of Berkshire Hathaway, calls the Squawk Box crew to discuss the deal and more.

Berkshire Hathaway will acquire Burlington Northern Santa Fe for $100 a share. Warren Buffett, chairman and CEO of Berkshire Hathaway, calls the Squawk Box crew to discuss the deal and more.

I can’t say I saw this coming, but it doesn’t surprise me. I looked into Burlington-Northern a couple of times but I never able to convince myself to buy a great company at a fair price. I figured the stock was worth $100, but with the market decline, I also figured better bargains would exist. One thing I did come away with from reading the multiple filings is how big a moat railroads have.

In its largest acquisition to date, Berkshire Hathaway said Tuesday it will acquire the 77 percent stake in Burlington Northern Santa Fe that it doesn't already own for $100 a share in cash and stock.

Each week I track which stocks
are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 10-31-09 on the top 30 list.

These are the type of Jim Rogers videos I like: long, answering viewers questions and most importantly, you feel like you came away with something new. Anyway, below is the half hour interview with Bloomberg.

While I don’t consider myself the biggest Charlie Munger in the world, you HAVE to respect what this man says and thinks. Munger is full of wisdom and is very much as quotable as his long time business partner Warren Buffett
.