Popular story links this year
1. Notes from Buffett Meeting 2/15/2008
Students from Emory's Goizueta Business School and McCombs School of Business at UT Austin were invited to come visit Mr. Buffett for a Q&A session.
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- 18 points
2. Great Businesses According to Buffett
The most interesting part of this year’s Berkshire Hathaway letter to shareholders was Warren Buffett’s discussion of what kinds of businesses turn him on. This article takes a closer look at the elements that make a great business according to Buffett.
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- 15 points
3. Gannon to Barron’s: Berkshire Fairly Valued…As a Buffettless Empire!
Geoff Gannon writes this blog post in response to Barron's "Sell Buffett" cover story. The post looks at a fair value for Berkshire (BRK.A) shares and finds that there is currently no real "Buffett premium" baked into the stock price. In fact, if Buffett gives Berkshire another 9 years, Berkshire may end up being a bit undervalued at the latest price of $143,000 per "A" share.
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4. Bruce Berkowitz on Sears Holdings (Video)
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5. Berkowitz Sees Volatility As An Opportunity
"Volatility equates to opportunity and not risk," said Bruce Berkowitz, one of the fund's FAIRX three managers. "Risk is the chance for a permanent loss. This is the kind of environment that Warren Buffett has been patiently awaiting for many years."
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- 11 points
6. Berkshire Hathaway shareholder letter 2007 (Direct PDF link)
Enjoy =)
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- 11 points
7. Brush Up on Sherwin-Williams (SHW), But Still Too Soon to Buy
Although Sherwin has performed well, the market hasn't rewarded it - and here's why that troublesome trend is going to continue.
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- 11 points
8. Buffett Sees No Credit Crunch, Forecasts Lower Dollar
This article discusses several comments by Warren Buffett today from Toronto on the credit crunch, the U.S. dollar, inflation, and the bond insurance business.
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- 11 points
9. USG Stock Report
This is a stock report (13 pages, PDF format) I recently wrote on USG.
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- 11 points
10. Warren Buffett on the Economy
Video footage of Warren Buffett talking about the economy with FOX Business anchor Liz Claman.
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- 11 points
11. Betting Big, Winning Big: Interview With Bruce Berkowitz
Barron's: You run a very concentrated portfolio, with the top 10 holdings of the Fairholme Fund accounting for roughly 70% of the assets. Why is that?
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- 10 points
12. Gannon On Investing: On Ignorance Admitted
How well defined is your circle of competence? How honest are you with yourself? Join Geoff as he discusses these topics and current market environment.
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- 10 points
13. Marvel - Superhero Value?
Marvel Entertainment runs an attractive business, licensing it's stable of superhero characters for use in movies, TV, video games, and general merchandise. It's position on the Magic Formula indicates it's attractiveness as a value play. But can the company succeed in it's new venture as a movie studio?
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- 10 points
14. A Solid Bet: The Case For Ternium Steel
My approach to investing has fit the philosophy, "Give a man a fish and you feed him for a day, but teach a man how to fish and you feed him for life."
Today, I'll make an exception and outline my analysis for Ternium Steel, one of the most profitable steel companies in the world.
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15. Why Warren Buffet is richer than the Hedge Fund managers - a tale of two business models | Aroha
Forbes rankings are still topped by Business leaders even when hedge fund managers are earning mind boggling amounts of money. This article examines why that may be the case with help from an analysis done at Financial Times
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- 10 points

