Warren Buffett recently released his Berkshire Hathaway Annual Report 2019. One of the key take-aways from the letter is Berkshire’s ongoing focus on the power of retained earnings from the companies in which Berkshire invests. Here’s an excerpt from the letter: At Berkshire, Charlie and I have long focused on … Read More
Berkshire Hathaway (Warren Buffett) – Top 10 Holdings Q1 2019
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
Berkshire Hathaway: 10 Books That Every Investor Should Read
We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill … Read More
Whitney Tilson: Analysis of Berkshire Hathaway’s Blowout Earnings
Over the weekend Whitney Tilson tweeted on Berkshire Hathaway’s blowout earnings saying: Berkshire reported blowout earnings this morning, with pretax operating earnings soaring 67%! We’ve posted our take here: https://t.co/VqfX6y4qIj. Our estimate of intrinsic value is now $348,000 for the A shares, meaning that BRK is trading at a 12% … Read More
Buffett Nears a Milestone He Doesn’t Want: $100 Billion in Cash
One of our favorite investors here at The Acquirer’s Multiple is of course Warren Buffett. This week Bloomberg reported that Buffett’s Berkshire Hathaway is sitting on $100 Billion at the end of its second quarter. The question is, what he is going to do with it? Here’s an excerpt from … Read More
Warren Buffett: Berkshire’s Earnings Aided By America’s Economic Dynamism
One our favorite investors here at The Acquirer’s Multiple – Stock Screener is of course Warren Buffett. One of the best resources for investors is Berkshire Hathaway’s Annual Reports and the associated Chairman’s Letters which are are full of investing nuggets. Berkshire’s recently released 2016 Annual Report provides lots of great … Read More