Topic Archives: Berkshire Hathaway (BRK-B)

Friday File: “Cryogenic Blood” plus a buy and some earnings updates

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 […]

“Strong Buy Alert” teased by Motley Fool Canada — next “Forty Dollar Frank” Stock?

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 […]

“Retire on one $4 stock?” Profits Run teases this is “like buying Berkshire Hathaway back in 1967!”

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 […]

Is BRK time to dump?

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 […]

Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings

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, […]

“Stock Market Coupons” — what’s up with Rahemtulla’s “Stop Paying Full Price on Your Stocks” pitch…

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 […]

Brunch with Markel

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 […]

Time to Break Up Berkshire Hathaway?

[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 […]

“This New Apple Innovation Will Be Bigger Than The iPod, iPhone, And iPad” (StreetAuthority)

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 […]

“Warren Buffett Retirement Plan — Most Inexpensive Stock, Most Boring Stock, and the Stock that acts like a Bond”

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 […]

Red Hot Profits from Green China: Electric Vehicles

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’ …”

Comments

  • 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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