BRKa Archive

Ultimate 2010 Berkshire Hathaway Annual Meeting Guide

With the start of the 2010 Berkshire Hathaway Annual Shareholders Meeting, it is time for a new addition of the Ultimate Berkshire Hathaway Annual Meeting Guide. Throughout the meeting and for several weeks after this event, I will be sharing links to live feeds, meeting notes, and articles about this years event. The Ultimate 2010

Fat Pitch Take on Burlington Northern Santa Fe

As a follower of Warren Buffett, I learned about Berkshire Hathaway’s (BRK-A) acquisition of Burlington Northern Santa Fe (BNI) early yesterday morning. Most value investors probably were interested in learning more about how Mr. Buffett valued BNI. What is the intrinsic value of BNI? What kind of margin of safety did Buffett’s $100 per share

Warren Buffett on Lehman Brothers

Warren Buffett was recently interviewed at Fortune’s Most Powerful Women Conference. The video of the interview is available below and I highly recommend it.

Ultimate 2009 Berkshire Hathaway Annual Meeting Guide

In anticipation of this year’s Berkshire Hathaway (BRKa) annual meeting, I’m starting my 2009 annual meeting guide early this year.

Warren Buffett’s 2008 Letter to Shareholders

The 2008 Warren Buffett letter to shareholders is out this morning. Here are some of the highlights I found to be of particular interest. The letter starts off with the grim assessment of the current economic situation. Warren Buffett notes that this past year has see a series of “life-threatening” events in the world’s financial

Constellation Energy Shares Will Pop on New EDF Offer

Just before the market close yesterday, news broke that Electricite de France SA, also known as EDF, was once again interested in Constellation Energy Group (CEG). As you might recall, MidAmerican Energy Holdings, a Berkshire Hathaway (BRKa) subsidiary, is in the process of buying Constellation Energy for $4.7 billion or $26.50 a share.

Berkshire Hathaway Portfolio Holdings as of September 30, 2008

As I noted on Friday, Berkshire Hathaway (BRKa) has issued its third quarter 13F filing. This filing lists the company’s stock holdings as of September 30, 2008. I always enjoy reviewing these Berkshire Hathaway filings because they provide me with a glimpse at what Warren Buffett’s latest investment moves might be. Here are the latest changes. New Berkshire Hathaway

Weekend Reading from Value Investing News – Buffett Portfolio Update

So we all survived another crazy week of Mr. Market’s manic-depressive fits. Even Warren Buffett’s Berkshire Hathaway (BRKa) portfolio has taken its lumps from the hands of Mr. Market. In fact, I’ll be kicking off my weekend reading by reviewing the latest snapshot of Berkshire Hathaway’s stock holdings, including his recent addition of $5.6 billion worth of ConocoPhillips

2009 Berkshire Hathaway Annual Meeting Date

When I posted my Ultimate 2008 Berkshire Hathaway Annual Meeting Guide earlier this year, I received several questions regarding the date of the future 2009 annual meeting. I couldn’t find a definitive answer to this question at the time, but I recently noted that Berkshire Hathaway has posted information on the 2009 Annual Meeting. According to

Dangers of the Greedy Limit Order

As some of you might know, I’ve been playing the Constellation Energy Group (CEG) merger arbitrage opportunity. Berkshire Hathaway’s MidAmerican has offered to buy CEG shares for $26.50. The stock has bounced down as low as $15 and as high as $28.62. I sold my original position in CEG, but last Friday I couldn’t resist