Topic Archives: Berkshire Hathaway (BRK-B)

Hi Travis, I have a sizable amount of BRK.B in my IRA and Im not enjoying being down 15-20% I am considering selling it all or cost averaging down. Been a widespread belief that this is a capital protective investment, seems it’s not being very protective of mine. Don’t care to make any rash decisions […]

Sometimes when I’m choosing which ad to cover on a given day it’s based on the number of questions I’ve gotten, or the number of times we’ve seen the ad in the past few days… and sometimes it’s based on something that just feels like something interesting. Today it’s the latter… because Brett Aitken and […]

It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]

A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]

I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]

I’ve been seeing ads for the Motley Fool’s Stock Advisor Canada service recently that catch the eye… mostly because they promise what we all want, the ability to find that one stock that will turn your small investment into a life-changing fortune. They do this by starting with the story of “Forty-dollar Frank” …. “When […]

This teaser solution was originally published on January 22, 2019, when we first saw the ad running. The ads have still been running in recent weeks, and we’re getting questions about it again, so we’re re-posting it here for your information. The ad has not changed, and my article below has not changed, though the […]

Contra Guys: Why it may be time to dump Berkshire Hathaway Benj Gallander and Ben Stadelmann are co-editors of Contra the Heard Investment Letter We are major fans of Warren Buffett and his long-time partner Charlie Munger, who are surely two of the best investors in history. Several years ago, we went to the Berkshire […]

Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

I’ve gotten quite a few questions recently about “income” and “buy stocks cheap” letters that are clearly veiled hints about put option selling… so I thought I’d take a look at one of them. The ad in question today is from Karim Rahemtulla, who calls himself “The Frugal Millionaire” in this spiel and has been […]

Markel hosts a brunch each year following the Berkshire Hathaway Annual Meeting, and has done so for 25 years now — during which time the company has grown considerably, from a small $100 million family-controlled specialty insurance company just starting to explore value investing with their new portfolio manager, Tom Gayner, to a $12 billion […]

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

[ed. note: We’re closed for the holidays and running our charitable membership campaign, but thought you might find this guest article from longtime Berkshire shareholder David Mazor worth a read. His words and opinions are his own. Enjoy!] Is it time to break up Berkshire Hathaway? A November 14, 2015, opinion piece in Barron’s by […]

Well, today I did what Tradestops told me I should have done a couple months ago: I sold the rest of my Greenlight Re shares. Greenlight Capital Reinsurance (GLRE) is a Caymans reinsurance company Chaired by David Einhorn, the famed hedge fund manager. Its primary reason for being is to give Einhorn a large “captive” […]

[ed note: I’m traveling and not writing much this week or next, so thought I would introduce you to an investor who I met in Omaha — David Mazor writes Mazor’s Edge, which he describes as offering “clear, concise news and analysis of Berkshire Hathaway and its companies.” He’s an interesting guy, and he’s a […]

This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]

All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Carlo Cannell has presented at past Congresses, though I don’t know if I’ve written about him before. He argued that boring and mundane industries are the way to go… […]

Just a note to confirm that my limit order to add a few more Berkshire Hathaway shares to my portfolio was triggered while I was on vacation — so I now own a few more shares, bought at about $111. I consider that an abundantly reasonable price but not a bargain price — with Berkshire […]

I haven’t bought shares of Berkshire Hathaway (BRK-B) in about a year and a half — the last time I added to my Berkshire holdings was just before Buffett and the board publicly announced that they’d authorize buying back shares if they dipped below what they considered a fair price. At the time that was […]

Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]

I just added to my holdings in Greenlight RE (GLRE), which was featured as our Idea of the Month recently. Why? Mostly because the stock is a little cheaper, and other insurers are starting to indicate that they’re hurting when it comes to their investment returns — the most recent warning was from a different […]

Just a quick note that this morning a limit order that I’ve had sitting in my account for a while triggered, and as a result I boosted my holdings in Berkshire Hathaway by about 20% (yes, I’m a small investor so these are the B shares — BRK.B in most quote systems). The company is […]

Well, if the last ten years have taught us nothing else, we should have learned that this has been a spectacular time to promise that your investments are like Warren Buffett’s, or to sell folks on the idea of the “next” Berkshire Hathaway or Oracle of Omaha. I’ve written about probably dozens of stocks that […]

This is a little quickie from Green Chip International, a newsletter that is, like so many others, apparently boasting of more big discounts in their subscription rate — don’t know if anyone ever actually paid the “official” $995 subscription rate, but now they’re trying to get you to subscribe for $300. Still, that’s quite a handful of greenbacks for a newsletter that hasn’t had much opportunity to prove itself yet — so let’s see if we can figure out some of what they’re touting for us today. The big spiel is all about what they’re calling … “China’s $555 Billion ‘Environmental Liability Insurance’ …”

I’ve gotten a lot of email about Porter Stansberry’s latest ad campaign, the one that teases the existence of “secret societies” that you can participate in and significantly outperform the market. Of course, the mystique sells the newsletters … but are these “secret societies” for real? Let’s take a look. This “Pasadena Secret Society” … […]

Comments

  • SoGiAm

    BRK-B Warren Buffet live stream NOW link: https://finance.yahoo.com/brklivestream/ Best!...

  • Travis Johnson, Stock Gumshoe

    FYI, Buffett confirmed today that the Kroger purchase was not one of his personal decisions (so it must have been Combs ...

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    Regarding Travis' statement above, "I don’t think Berkshire will beat the S&P 500 dramatically in a bull market, ...

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    Amazing work Travis! Would love to hear your take on the New Berkshire moves. Like the new stake in kroger, and Index ...

  • SoGiAm

    The Current Warren Buffet Car https://www.newtraderu.com/2020/01/24/the-current-warren-buffett-car/ https://www.new...

  • Gr8Full!

    The Intelligent Investing Podcast 45:15 #55: The Joys Of Compounding; Gautam Baid https://ericschleien.com/podcast/gau...

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    Travis, do you think buying BRK.B (the real deal!) now at $214 would be a sound decision? Buffet apparently said that ...

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    For whatever this is info is worth, Whitney Tilson -- allegedly considered by peers and politicians as a "prophet" of Wa...

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    Same here in US, I am in Pacific N0rthwest (still Friday April 12); 13 year old granddaughter on youtube constantly, and...

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    John Hussman's bearish thinking sounds similar to Harry Dent at newsletter Boom & Bust, to which I subscribe - inexpensi...

  • Travis Johnson, Stock Gumshoe

    Book value becomes less relevant as Berkshire's non-stock assets grow larger. I like to value the stock based on a comb...

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    BRK-B made some huge mistakes of late with IBM, Wells Fargo and recently Kraft Heinz - I only have a very small position...

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    Great take on the BRK.B Mr. Johnson (using MR. as a sign of respect). Kudos on your insight and evaluations. I really...

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    Overcharged for his service. His investment portfolio is a joke. The largest newsletter's holding is BRK.B while he neve...

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    Thank you for the link to today's released Berkshire's annual report; I read Warren Buffets' letter to shareholders - 1s...

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    That would be private information. But Travis does give the percentage of market value for each stock in the portfolio v...

  • Travis Johnson, Stock Gumshoe

    Some brokers use slightly different variations when there are multiple share classes (or for stuff like preferreds or wa...

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    Trying add BRK-B to tdameritrade account will not accept sysmbol !! ? ?...

  • Travis Johnson, Stock Gumshoe

    Berkshire (as of last quarter) owns about 252 million shares of Apple, their largest holding (by far), so that portfolio...

  • Travis Johnson, Stock Gumshoe

    I think the key man risk lessens when Buffett dies or retires — my feeling is that the risk he’ll do something big a...

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    Thanks Travis, another nice, quick read! How much key-man risk do you attribute to Berkshire overall? Specifically, afte...

  • Travis Johnson, Stock Gumshoe

    Well, Apple is still only part of Berkshire's portfolio... and it's certainly not seen as a huge Apple play at the momen...

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    How come BRK.B didnt take a beating, considering the exposure it has to AAPL?...

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    Its interesting how the Apple worm has turned. From the perception of innovation when Steve Jobs “invented” the iPo...

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    Great read! (as usual)... With $AAPL taking such a hit, how come BRK.B isnt getting hammered along with that. Its a majo...

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    Be fearful when others are greedy and greedy when others are fearful. I love it when the VIX shoots up and I have dry po...

  • Travis Johnson, Stock Gumshoe

    I think Berkshire is an easy buy around $200 for the long term (years), but it could easily fall below that if the marke...

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    Hasn't Buffett's fund slipped in the last ten years of semiconductor fever and the clamor over Cloud coverage? Certainl...

  • Travis Johnson, Stock Gumshoe

    Warren Buffett would agree with you, he has noted that diversification is only for those who don't know what they're doi...

  • Travis Johnson, Stock Gumshoe

    The current volatility quotient stop loss from TradeStops would be just under $155, about an 18% stop loss. Makes as mu...

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    I loved this article. However, not sure that I agree with your hold tight comment on Berkshire Hathaway. According to ...

  • Travis Johnson, Stock Gumshoe

    FYI, interesting piece from CNBC that pulls some of Buffett's historical commentary on "investing during inflation" in t...

  • Travis Johnson, Stock Gumshoe

    The number of investment bankers banging on the door in Omaha urging Berkshire's board to spin off assets or break up th...

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