Category: Master Series

Reading Time: < 1 minute Berkshire B share (NYSE: BRK.B) traded heavily May 30 Friday. (Full size picture here) May be Bill Gates is selling on behalf of Gates foundation (USAToday article)? As you may know in 2006 Buffett donated large number of shares to Gates fundation (NYTimes article). I was wondering who is buying BRK.B on Friday? I know

stlplace
May 31, 2008

Reading Time: < 1 minute Warren Buffett is visiting Europe these days, mainly looking for acqusition targets (family private owned business). Here is an interview at IMD (Switzerland). IMD is a premier business school in the Europe (thanks to investmentpostcards). There is a link to webcast at the end of the post. It covered a range of topics, and the

stlplace
May 22, 2008

Reading Time: 3 minutes I quoted some questions which are relevant for little guys (like me). The full transcript can be located at gurufocus. WB: Warren Buffett, CM: Charlie Munger, MX: yours truely. BTW, I bought one more BRK.B yesterday, at $4130, not the lowest price of the day but about 5% off the price I bought for my

stlplace
May 13, 2008

Reading Time: 2 minutes In the annual shareholder meeting of Berkshire Hathaway, Buffett and Munger took on a series of questions from audience as usual. Although I did not go, I found some of those Q&A both interesting and educational. Thanks to gurufocus, the full transcript is here (WB: Warren Buffett, CM: Charlie Munger). Q5: Would you use stock

stlplace
May 7, 2008

Reading Time: 2 minutes (Update) Meet the Buffetts (NBR Susie Gharib interview with 3 Buffett children, Howard, Susie, and Peter). Working with Buffett (NBR Susie Charib interview 3 CEOs working for Berkshire subsidiaries). Berkshire shareholder meeting at its early days Quote from CNBC: Buffett: It’s a gathering of partners. And, you know, we have a lot of partners, but

stlplace
May 2, 2008

Reading Time: < 1 minute A bit long. It was a talk Buffett gave to MBA students at the Business school at University of Florida, in 1998 (10 years ago). But I promise it’s both fun and educational 🙂 Chinese translation (中文) English (PDF) (24 pages). Google Video (88 minutes) original link here. He talked about “chewing gum business” in

stlplace
April 30, 2008

Reading Time: 2 minutes A Chinese version of the story can be read here (thanks to Shanzi for translation). You can read story (in English) from Buffett’s 2007 annual shareholder letter. Why do I emphasize this story? Too many times I fall into some growth stories (hint: next Microsoft or Google), value traps (hint: Heelys and maybe Crocs), etc.

stlplace
March 12, 2008

Reading Time: < 1 minute Buffett released his annual letter to shareholder last Friday, which I will discuss in next few days. First let me lay out my 5 year observations about Buffett and many other money managers. 1) Buffett will tell you his stock Berkshire Hathaway (BRK.A and BRK.B) is expensive all the time (don’t buy it); while money

stlplace
March 3, 2008

Reading Time: 2 minutes (Update March 15) Remove Bill Miller from the Masters list. His holding Countrywide Financials, Sprint, Bear Stern blew up one after another. Although his 15 years streak to beat S&P is admirable, but 3 strikes in a row, not that impressive. I gave him a rating of 4.5, between good fund managers and masters 🙂

stlplace
February 21, 2008

Reading Time: < 1 minute Peter Lynch once described our human’s psychology about stock market during different cycles, in his book One Up on Wall Street. I remember he used a party as an example, and he looked at the number of people approached him (people know he is a fund manager), and the amount of conversations about stocks, as

stlplace
February 11, 2008
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