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Berkshire Hathaway
Here is another article that we had published today on DaVita (DVA). The company’s largest shareholder is Warren Buffett’s Berkshire Hathaway which owns in excess of 10% of the company. It is a high quality business and here is our research report. I hope that you enjoy!  http://seekingalpha.com/article/901091-time-to-follow-berkshire-into-davita INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS....
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This is an excellent video on Warren Buffett documenting some of his history and his business philosophy.  He has such a unique style and has created such an interesting structure in Berkshire Hathaway that it is virtually impossible to not become more knowledgeable through studying him. http://www.gurufocus.com/news/189581/warren-buffett-going-global–cnbc-documentary INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS...
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One of Warren Buffett’s attractive 2008 preferred stock investments seems likely to be repaid soon, as Dow Chemical (DOW) awaits proceeds from a legal dispute with Kuwait.  Dow has really benefited from the acquisition of Rohn & Hass Co. which was enabled through Buffett’s capital in a stressed credit environment.  It will be difficult for...
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Warren Buffett is growing more and more confident in the investment team that he has assembled, as shown by his decision to increase the allocation of funds to $4 billion each for Todd Combs and Ted Weschler.  I believe Buffett is absolutely sincere in his praise for these managers, and I believe that by publicly...
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General Motors (GM) has sold off as many of the cyclical companies have on global economic weakness.  Berkshire Hathaway has accumulated a reasonably sized position in the company.  Due to it being a smaller position it is unlikely that it was Warren Buffett, but more likely Todd Combs or Ted Weschler that was doing the...
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Further evidence that the economy is weakening can be seen as Berkshire Hathaway’s (BRK/A) rental furniture unit saw a slowing of demand from business clients in the second quarter.  Businesses are reluctant to invest in growth because of a lack of confidence in the overall economy.  While the Federal Reserve has been extremely loose, the...
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It has been very compelling to see Warren Buffett’s Berkshire Hathaway (BRKA) acquiring local newspapers at an accelerated rate.  Much has been made of the steep declines in the newspaper business, as most companies have been unable to adequately monetize their assets on the shift to digital distribution.  Buffett is focusing on local, community oriented...
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Berkshire Hathaway hit a 13 month high today as the recent rebound in equities has boosted confidence in the stock.  Berkshire (BRK/B) is one of the core positions at T&T Capital Management as we believe that the company is misunderstood and undervalued.  The market isn’t adequately pricing in the fact that the majority of Berkshire’s...
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In an interesting deal Warren Buffett’s Berkshire Hathaway is potentially going to fund the development of a new mine and refinery for Tungsten in South Korea.  This partnership with Woulfe Mining Corp (WOF) would be in response to export curbs on raw rare metals from China which has been jacking up prices.  The investment would...
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Berkshire Hathaway missed earnings estimates but the stock is still extremely undervalued.  I’m somewhat surprised their underwriting profit wasn’t great despite the benign P&C environment but I’ve yet to dig into the details too deeply.  I’d expect Buffett to do something big in the next 6 months as he has way too much cash, and...
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