Tag Archives: Berkshire

Why The ‘Buffett Put’ Provides Berkshire With Perpetual Positive Asymmetry Hidden In Plain Sight

By Jim Sloan: Bet heavily when the odds are long in your favor. – George S. Parker, game creator and theorist and founder of Parker Brothers (Monopoly, Trivial Pursuit) You see, it’s all right, uncle, when I’m sure. Then we … Continue reading

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Berkshire Hathaway Is 13% Undervalued

By Saibus Research: Investors should accumulate shares of Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) on the dips. Berkshire’s share price is 13% undervalued relative to the fair intrinsic value of its shares. Berkshire’s share price trades at a 42% premium to its … Continue reading

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Berkshire fined $1m over stakebuilding

Incident was the second time in six months that the company failed to notify the US competition authorities about major share purchases, according to a complaint Asia homepage

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Berkshire admits BNSF standards slipped

The rail operator is struggling to clear backlogs but the rest of Warren Buffett’s conglomerate increased second-quarter earnings by 10.5 per cent Asia homepage

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The Dhandho Of Berkshire Hathaway: Why It Just Might Be A Good Partial Substitute For An Index Fund

By Jim Sloan: This is an article I have been meaning to write for a while, and the release of Berkshire Hathaway’s (BRK.B, BRK.A) 2013 results and Buffett’s annual letter gave me up-to-date info and the push to write it … Continue reading

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Berkshire Hathaway: Shooting Dead Fish In A Drained Barrel

ByChristopher Owens: At its present price, Berkshire Hathaway (BRK.B/BRK.A) appears to have very favorable risk/reward characteristics. Berkshire’s share price is essentially flat since mid-year 2013 despite what I estimate is an addition of an incremental $ 17-$ 18 billion in … Continue reading

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The 2 Real Threats To The Future Of Berkshire Hathaway (And Its Defense Against Them)

By Jim Sloan: I recently published two SA articles focusing on strengths of Berkshire Hathaway (BRK.B). The first sprang from a Buffett comment about owning stocks you would be happy to own if the market were closed for a significant … Continue reading

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The Two Real Threats To The Future Of Berkshire Hathaway (And Its Defense Against Them)

By Jim Sloan: I recently published two SA articles focusing on strengths of Berkshire Hathaway (BRK.B). The first sprang from a Buffett comment about owning stocks you would be happy to own if the market were closed for a significant … Continue reading

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‘Buffett’s Alpha’ Misses The Real Source Of Growth In The New Berkshire Hathaway

By Jim Sloan: Like many other value investors and Buffett followers I paid passing attention to the headlines and summary articles on “Buffett’s Alpha” by Andrea Frazzini, David Kabiller, and Lasse H. Pederson. The summaries were all roughly the same: … Continue reading

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Hailstorms dent Berkshire profits

Reinsurance businesses post earnings for third quarter that disappoint analysts and highlight sensitivity to extreme weather and other catastrophes Asia homepage

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