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BUD

Mergers Special Situations Real Money Portfolio 

This BUDs for Me

November 19, 2008November 20, 2008 George 5 Comments BUD, INBVF

This evening I’m celebrating my homerun merger arbitrage hit with an ice cold Bud. My shares of Anheuser-Busch Companies (BUD) were cashed out this morning.

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Warren Buffett 

Berkshire Hathaway Portfolio Holdings as of September 30, 2008

November 17, 2008November 19, 2008 George 5 Comments AXP, BAC, BNI, BRKa, BUD, CDCO, CMCSA, COP, COST, ETN, GCI, ge, GSK, HD, IR, IRM, JNJ, KFT, KMX, KO, LOW, MCO, MTB, NKE, NRG, NSC, PG, STI, TMK, UNH, UNP, UPS, USB, USG, WBC, WFC, WLP, WMT, WPO, WSC

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

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Special Situations Real Money Portfolio 

Special Situations Real Money Portfolio – October 2008

November 3, 2008 George 9 Comments BUD, CEG, PSD

The Special Situations Real Money Portfolio ended the month of October with a balance of $18,508.51. That’s down 3.5% from

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Financial News 

Top Value Investing News – Beach Edition

June 20, 2008 George 0 Comments BRKa, BUD, PRS, WEST

I’ve been at Rehoboth Beach for the past week and the weather has been great. Given the great weather, I’ve

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Financial News 

Top Value Investing News – Tom Au Edition

June 13, 2008 George 0 Comments BUD, Carlos Slim, DOW, Seth Klarman, SNG, Tom Au

Today I had the pleasure of interviewing Tom Au, author of A Modern Approach to Graham & Dodd Investing. Visit the

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