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...Read More

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...Read More

This is an interesting little article detailing how Byron Trott formerly of Goldman Sachs (GS), brokered the deal with Warren Buffett in 2008 for a $5 billion investment.  It’s nice hearing somebody under oath detailing how Warren Buffet’s decision making process works. http://www.bloomberg.com/news/2012-05-23/goldman-sachs-s-trott-tells-jury-of-secrecy-around-buffett-deal.html INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...Read More

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...Read More

This is a wonderful piece on Ajit Jain who runs Berkshire Hathaway’s (Brk/B) mammoth reinsurance business.  Jain is my prediction for Buffett’s successor for whatever that is worth.  The reasoning for this is the man is clearly an exceptional talent, and Jain has proven that he is loyal and he has the passion for Berkshire...Read More

Warren Buffett was interviewed before the big shareholder meeting tomorrow by Liz Claman of Fox Business Network.  Below is the transcript provided by Gurufocus. http://www.gurufocus.com/news/174294/warren-buffett-interview-before-shareholder-meeting-david-sokol INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

With the Berkshire Hathaway shareholder meeting occurring this week there will be a tremendous amount of publicity on the company.  It is amazing to me how inexpensively the stock is trading given the excellent performance of the underlying businesses, and the opportunity to grow moving forward.  Berkshire is poised to prosper as housing improves, and...Read More

According to the Wall Street Journal Coca-Cola Co. (KO) is evaluating an $11 billion plus acquisition of Monster Beverage Corp. (MNST).  At over 30 times earnings I think this acquisition is not a good idea of Coca Cola.  While I’m sure Coke could increase Monster’s sales through improved distribution, this is too large of an...Read More

I totally agree with the premise of this video in that Warren Buffett has hedged his bets, by investing a great deal in high quality capital intensive businesses.  While this doesn’t mean he doesn’t have confidence in his successor, it would be foolish to believe that any investor could emulate Buffett’s track record, particularly with...Read More

In very sad news Warren Buffett wrote to shareholders that he has been recently diagnosed with stage 1 prostate cancer.  Fortunately the outlook looks good and we certainly wish the best for him.  In the much smaller matter of how it impacts his company Berkshire Hathaway (BRK.B, BRK.A), I believe that Buffett has put a...Read More