Earlier this week, the SEC gave us a peek into Berkshire Hathaway’s(BRKa BRKb) current stock holdings.
An update of a post made on May 4, 2005.
This past weekend, Warren Buffett and Charlie Munger shared their wisdom at the Berkshire Hathaway’s 2005 annual meeting. I always enjoy learning about the great insights imparted by these value investment masters at their annual meeting.
Matt Stichnoth shared some of his meeting notes over at Bankstocks.com. [...]
Warren Buffett deployed a significant portion of his cash hoard today. Buffett has agreed to purchase the electric utility PacifiCorp through the Berkshire Hathaway subsidiary, MidAmerican Energy Holdings. This will be a $5.1 billion cash transaction. You can learn more about this deal in the following articles:
Buffett Makes $5.1B Bid in Power Industry - AP [...]
I just ran across an interesting speech by value investor, Bill Nygren of the Oakmark Funds. In Nygren’s speech, The Hunt for Intrinsic Value, he points out several interesting companies, including Wal-Mart, Viacom, Citigroup, Limited Brands, Coca-Cola Enterprises, Raytheon, JPMorgan Chase, and Pulte Homes. I especially found his discussion of the 80/20 rule [...]
Darren Johnson writer of the blog, Stuff I Think, appears to have been lucky enough to spend six hours with Warren Buffett in Omaha recently. Darren recalls the top five things he learned from his conversations with Mr. Buffett. It’s very interesting to read.
Warren Buffett moved across country to New York to study under Benjamin Graham at Columbia. Many consider Graham the father of value investing. I find many of his writing to be critical to understanding the concepts of stock value and conservative investing.
This week’s homework assignment is to explore the rare Graham lectures featured in The [...]

