Some pondering was going on as I figured out what to write to you about this week for our Friday File — there’ve been some developments at a handful of the companies that I follow or own, but most of the news has been fairly standard quarterly releases that didn’t shake the trees very much […]
Articles
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
And we just learned that Berkshire Hathaway bought at least half a billion dollars worth of shares in one of the largest...
BRK-B Warren Buffet live stream NOW link: https://finance.yahoo.com/brklivestream/ Best!...
FYI, Buffett confirmed today that the Kroger purchase was not one of his personal decisions (so it must have been Combs ...
Regarding Travis' statement above, "I don’t think Berkshire will beat the S&P 500 dramatically in a bull market, ...
Amazing work Travis! Would love to hear your take on the New Berkshire moves. Like the new stake in kroger, and Index ...
The Current Warren Buffet Car https://www.newtraderu.com/2020/01/24/the-current-warren-buffett-car/ https://www.new...
The Intelligent Investing Podcast 45:15 #55: The Joys Of Compounding; Gautam Baid https://ericschleien.com/podcast/gau...
Travis, do you think buying BRK.B (the real deal!) now at $214 would be a sound decision? Buffet apparently said that ...
For whatever this is info is worth, Whitney Tilson -- allegedly considered by peers and politicians as a "prophet" of Wa...
Same here in US, I am in Pacific N0rthwest (still Friday April 12); 13 year old granddaughter on youtube constantly, and...
John Hussman's bearish thinking sounds similar to Harry Dent at newsletter Boom & Bust, to which I subscribe - inexpensi...
Book value becomes less relevant as Berkshire's non-stock assets grow larger. I like to value the stock based on a comb...
BRK-B made some huge mistakes of late with IBM, Wells Fargo and recently Kraft Heinz - I only have a very small position...
Great take on the BRK.B Mr. Johnson (using MR. as a sign of respect). Kudos on your insight and evaluations. I really...
Overcharged for his service. His investment portfolio is a joke. The largest newsletter's holding is BRK.B while he neve...
Thank you for the link to today's released Berkshire's annual report; I read Warren Buffets' letter to shareholders - 1s...
That would be private information. But Travis does give the percentage of market value for each stock in the portfolio v...
Some brokers use slightly different variations when there are multiple share classes (or for stuff like preferreds or wa...
Trying add BRK-B to tdameritrade account will not accept sysmbol !! ? ?...
Berkshire (as of last quarter) owns about 252 million shares of Apple, their largest holding (by far), so that portfolio...
I think the key man risk lessens when Buffett dies or retires — my feeling is that the risk he’ll do something big a...
Thanks Travis, another nice, quick read! How much key-man risk do you attribute to Berkshire overall? Specifically, afte...
Well, Apple is still only part of Berkshire's portfolio... and it's certainly not seen as a huge Apple play at the momen...
How come BRK.B didnt take a beating, considering the exposure it has to AAPL?...
Its interesting how the Apple worm has turned. From the perception of innovation when Steve Jobs “invented” the iPo...
Great read! (as usual)... With $AAPL taking such a hit, how come BRK.B isnt getting hammered along with that. Its a majo...
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...
I think Berkshire is an easy buy around $200 for the long term (years), but it could easily fall below that if the marke...
Hasn't Buffett's fund slipped in the last ten years of semiconductor fever and the clamor over Cloud coverage? Certainl...
Warren Buffett would agree with you, he has noted that diversification is only for those who don't know what they're doi...
The current volatility quotient stop loss from TradeStops would be just under $155, about an 18% stop loss. Makes as mu...
I loved this article. However, not sure that I agree with your hold tight comment on Berkshire Hathaway. According to ...
FYI, interesting piece from CNBC that pulls some of Buffett's historical commentary on "investing during inflation" in t...
The number of investment bankers banging on the door in Omaha urging Berkshire's board to spin off assets or break up th...