Bill Ackman – Top 10 Holdings – Latest 13F

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Warren Buffett: Why Berkshire Aims To Be The Anti-Conglomerate

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In his 2020 Berkshire Hathaway Annual Letter, Warren Buffett discussed his criticism of traditional conglomerates, and why Berkshire differs from the prototype conglomerate. His criticisms of traditional conglomerates include: Buying “so-so” companies with hefty premiums using inflated stock valuations Deceptive accounting and promotional tactics to maintain the illusion of success … Read More