Canadian Capitalist

Warren Buffett hosted the annual general meeting for Berkshire Hathaway shareholders in Omaha last weekend. The most anticipated part of the meeting is the Q&A session that Buffett and partner Charlie Munger hold with shareholders and this year the duo lived up to expectations and dished out wit and wisdom:

Jason Zweig of Money magazine reported [...]

[Read more →]

Thought I do not own shares in Berkshire Hathaway (BRK.A), I eagerly read the letter from Chairman Warren Buffett religiously every year. Unlike most other annual reports, it is a pleasure to read BRK’s report because it not often you hear a Chairman writing frankly (”we also were very lucky” or “be prepared for lower [...]

[Read more →]

It is always interesting and informative to read the Berkshire Hathaway (NYSE: BRK.A) annual report and this year Mr. Buffett did not disappoint. I only wish that all the annual reports that turn up in our mailboxes at this time of the year were written in such a forthright manner.
The first thing that strikes us [...]

[Read more →]

I read this column on Morningstar.com on the stocks that make up the portfolio of Berkshire Hathaway (BRK.A) with great interest. Some observations:

The portfolio is greatly concentrated. There are only 32 stocks in the entire portfolio and just 10 names make up over 90% of it.
Berkshire has a large cash hoard at $43 billion (at [...]

[Read more →]

Last month, I bought Anheuser-Busch (NYSE: BUD) in my retirement account. My primary reason for buying was that BUD traded at the low end of its historical valuation for a fine company that has consistently increased its sales, earnings and dividends. Yesterday, the stock popped 7% on the company’s terse announcement that Warren Buffet has [...]

[Read more →]

I finally got around to reading the 2004 Berkshire Hathaway Annual Report. My fellow-bloggers have already posted about the report here and here. Like always, the report provides clear insight into the performance of the Berkshire empire, the outlook for its subsidiaries and is liberally interspersed with Buffettisms aimed at the ordinary investor.
Right off the [...]

[Read more →]