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1. Notes from Buffett Meeting 2/15/2008

(via undergroundvalue.blogspot.com)

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.

Submitted by vertek on Sat, 2008-02-23 15:46. | Tags:
  • Superinvestors
  • BRKa
  • 1 comment
  • Full story
  • 18 points

2. Great Businesses According to Buffett

(via www.fatpitchfinancials.com)

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.

Submitted by George on Thu, 2008-03-06 09:03. | Tags:
  • Commentary
  • BRK-A
  • KO
  • Login or register to post comments
  • Full story
  • 15 points

3. Gannon to Barron’s: Berkshire Fairly Valued…As a Buffettless Empire!

(via www.gannononinvesting.com)

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.

Submitted by Geoff on Sun, 2007-12-16 23:27. | Tags:
  • Stock Analysis
  • BRKa
  • BRKb
  • 3 comments
  • Full story
  • 14 points

4. Bruce Berkowitz on Sears Holdings (Video)

(via www.bloomberg.com)
Submitted by TS on Fri, 2008-03-14 15:16. | Tags:
  • Commentary
  • CNQ
  • SHLD
  • WCG
  • 2 comments
  • Full story
  • 11 points

5. Berkowitz Sees Volatility As An Opportunity

(via money.cnn.com)

"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."

Submitted by SilverSlime on Thu, 2008-03-13 02:37. | Tags:
  • Commentary
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  • Full story
  • 11 points

6. Berkshire Hathaway shareholder letter 2007 (Direct PDF link)

(via www.berkshirehathaway.com)

Enjoy =)

Submitted by kenkid on Fri, 2008-02-29 23:02. | Tags:
  • Filings
  • BRK-A
  • 4 comments
  • Full story
  • 11 points

7. Brush Up on Sherwin-Williams (SHW), But Still Too Soon to Buy

(via collegeanalysts.com)

Although Sherwin has performed well, the market hasn't rewarded it - and here's why that troublesome trend is going to continue.

Submitted by JellyRollCapital on Sat, 2008-02-09 12:00. | Tags:
  • Stock Analysis
  • SHW
  • Login or register to post comments
  • Full story
  • 11 points

8. Buffett Sees No Credit Crunch, Forecasts Lower Dollar

(via www.bloomberg.com)

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.

Submitted by George on Thu, 2008-02-07 00:52. | Tags:
  • Superinvestors
  • ABK
  • BRK-A
  • MBI
  • Login or register to post comments
  • Full story
  • 11 points

9. USG Stock Report

(via collegeanalysts.com)

This is a stock report (13 pages, PDF format) I recently wrote on USG.

Submitted by JellyRollCapital on Mon, 2008-01-07 15:42. | Tags:
  • Stock Analysis
  • USG
  • 2 comments
  • Full story
  • 11 points

10. Warren Buffett on the Economy

(via foxnews1.a.mms.mavenapps.net)

Video footage of Warren Buffett talking about the economy with FOX Business anchor Liz Claman.

Submitted by George on Fri, 2007-10-19 10:28. | Tags:
  • Superinvestors
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  • Full story
  • 11 points

11. Betting Big, Winning Big: Interview With Bruce Berkowitz

(via online.barrons.com)

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?

Submitted by SilverSlime on Tue, 2008-03-18 01:54. | Tags:
  • Superinvestors
  • Login or register to post comments
  • Read more
  • Full story
  • 10 points

12. Gannon On Investing: On Ignorance Admitted

(via www.gannononinvesting.com)

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.

Submitted by Nick on Mon, 2008-03-17 21:39. | Tags:
  • Commentary
  • BRKa
  • BSC
  • HBI
  • Login or register to post comments
  • Full story
  • 10 points

13. Marvel - Superhero Value?

(via magicdiligence.com)

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?

Submitted by MagicDiligence on Thu, 2008-03-13 12:43. | Tags:
  • Stock Analysis
  • MVL
  • Login or register to post comments
  • Full story
  • 10 points

14. A Solid Bet: The Case For Ternium Steel

(via shamgad.blogspot.com)

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.

Submitted by kenkid on Wed, 2008-03-12 22:46. | Tags:
  • Stock Analysis
  • TX
  • Login or register to post comments
  • Full story
  • 10 points

15. Why Warren Buffet is richer than the Hedge Fund managers - a tale of two business models | Aroha

(via www.arohanvalue.com)

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

Submitted by arohaninc on Wed, 2008-03-12 17:03. | Tags:
  • Superinvestors
  • Login or register to post comments
  • Full story
  • 10 points

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