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Fat Pitch Financials

Special situation stocks and value investing

Archive for the 'Superinvestors' Category

Shai Dardashti Delivers a Question to Warren Buffett

Jan 24th, 2007 @ 10:34 PM

Former value investing blogger turned private capital manager, Shai Dardashti shared the details of his latest opportunity to meet Warren Buffett with me today. In his email to me, Shai shared the following story:

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Writing Tips from Warren Buffett

Oct 4th, 2006 @ 12:18 AM

Last week I attended a workshop on writing for clarity and impact with plain language. It was a pretty good course given it was only an hour and a half. The highlight for me was that the handbook that came with the course cited Warren Buffett!
I was pretty surprised to hear the name Warren Buffett in the middle […]

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Warren Buffett Celebrates Birthday and Wedding

Aug 31st, 2006 @ 11:35 PM

Happy Birthday Mr. Buffett and Congratulations!
Wednesday was Warren Buffett’s 76th birthday. Mr. Buffett is an amazing person and one of the greatest investors, but he still amazed me today.
At the ripe old age of 76, Warren Buffett got married! Now that is a way to celebrate life. He married his longtime companion Astrid Menks. My notes from the […]

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Buffett Continues to Buy USG Corp

Aug 25th, 2006 @ 6:35 AM

Warren Buffett’s Berkshire Hathaway (BRKa) (BRKb) continues to load up on USG Corp (USG) stock this week.  Two SEC filings indicate that Buffett added 567,218 shares on Monday (8/21/06) and 390,200 on Tuesday (8/21/06) as the price of USG dropped below $46. Berkshire Hathaway now holds 15,959,292 shares of USG. I won’t be surprised to find […]

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USG is a Fat Pitch

Aug 15th, 2006 @ 11:25 PM

USG Corporation (USG) threw a nice slow, almost perfect pitch right over my plate this week. I have been watching and studying this stock for the past two weeks. With Warren Buffett acting as my virtual coach, I knew it was time to swing when I heard that he added more shares of USG to his Berkshire Hathaway holdings. […]

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Notes on Charlie Rose Show’s Warren Buffett: The Gift

Jul 28th, 2006 @ 6:18 AM

Today, I’ll share my notes on the final part of Charlie Rose’s special on Warren Buffett. If you haven’t seen my notes on the other two segments, Warren Buffett: The Man and Warren Buffett: The Business, I encourage you to review them now. This final segment, Warren Buffett: The Gift (click to see the video), focuses on Warren Buffett’s recent announcement […]

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Notes on Charlie Rose Show’s Warren Buffett: The Business

Jul 26th, 2006 @ 6:22 AM

I hope you have gotten a chance to either read my notes or watch part one of the Charlie Rose Show’s Warren Buffett: The Man. I found it pretty fascinating. Today, I want to share my notes on part two of this series called, Warren Buffett: The Business (click on the link to see the video):

The show […]

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Magic Formula Performance to Date

Jul 25th, 2006 @ 8:16 AM

One of the readers here at Fat Pitch Financials revisited one of my original posts on Joel Greenblatt’s Magic Formula.  The Magic Formula is detailed in Greenblatt’s latest book, The Little Book That Beats the Market and daily updates of the stocks selected by the Magic Formula can be obtained from MagicFormulainvesting.com. 
RG crunched some performance numbers on the stocks I obtained […]

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Notes on Charlie Rose Show’s Warren Buffett: The Man

Jul 23rd, 2006 @ 3:19 PM

Warren Buffett will likely be recorded in history as one of the most important capitalists of this era.  His amazing investing skills led to the creation of the successful Berkshire Hathaway (BRK.a)(BRK.b) conglomerate and the recent massive $44 billion gift back to society that ensued from the wealth that Berkshire Hathaway stock generated. The recent three part […]

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MFI - Rule 1 Big Five Combo Screen

May 31st, 2006 @ 6:36 AM

The Magic Formula Investing (MFI) website screen produces a list of stocks that have a combination of high earnings yield and high returns on capital. However, I’ve noticed that many of the stocks ranked by the MFI screen do not seem to have wide moats (i.e., sustainable competitive advantages). Ideally, I’d love to […]

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