This was a fascinating article on the career and life of Jorge Paulo Lemann.  Lemann is one of the most impressive businessmen that I’ve learned about and Warren Buffett’s immense confidence in him is quite a statement. http://www.businessweek.com/articles/2013-08-29/the-brazilian-billionaire-who-controls-your-beer-your-condiments-and-your-whopper#r=rss INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

There are few people in the world as extraordinarily brilliant, yet practical as Charlie Munger, Warren Buffett’s right hand man at Berkshire Hathaway.  In reading everything I can find on him I have significantly improved my own mental models, but there just aren’t many Charlie Munger’s out there.  This is a gem of a speech...Read More

While many companies that were the leaders of the clean energy hysteria have dropped off, Warren Buffett and Berkshire Hathaway’s subsidiary MidAmerican Energy Holdings has been doubling down through the acquisition of wind farm projects. Low-cost natural gas that is extremely abundant has radically transformed the energy industry, but sources such as wind are likely...Read More

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....Read More

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...Read More

This was a really entertaining article about Warren Buffett and Charlie Munger’s investment in Sees Candies. It gives a glimmer into the lives of these two incredible people who show few signs of slowing down. http://management.fortune.cnn.com/2012/08/22/buffett-munger-berkshire/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

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...Read More

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...Read More

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...Read More

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...Read More