Value Investing News

The long awaited disclosure from Berkshire Hathaway about its holdings is online. This time however many are doubting Buffett’s wisdom after his stock lost over 32% of its value in 2008 versus S&P 500's 36.7% loss. He also made some derivative bets on indexes which are misunderstood by most market participants. Year to date Berkshire Hathaway stock is down 7.75%, and is trailing the S&P500’s year to date gain of 2.43% by a wide margin. Over the past 30 years however, Berkshire Hathaway has significantly outperformed the S&P 500. There were changes in ten positions owned by Berkshire Hathaway.

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