Durable Competitive Advantage: One Characteristic Buffett’s Holdings All Have in Common

January 5, 2012 | Read Now

Warren Buffett’s Berkshire Hathaway holdings (both subsidiaries and stocks) are all very different types of businesses. Consider these different industries which Berkshire has holdings in:
Insurance, Manufactured Homes, Jewelry, Fast Food, Aviation, Chemical, Underwear, Journalism, TV Networks, Furniture, Banking, Kitchenware, Railroad.
This list, of course, is only touching the surface.

The Warren Buffett Approach

July 5, 2011 | Read Now

I hate to crush anyone’s dreams but sometimes realism is simply a better catalyst for accomplishment than groundless euphoria. Let’s face it. You probably will never be like Warren Buffett. Unless, that is, you can read like a maniac. Want to try to be Warren Buffett? When you wake up tomorrow morning grab a copy of Forbes and read it from front to back, followed by Wall Street Journal, Financial Times, New York Times, USA Today, Omaha World-Herald, and the American Banker.

Warren Buffett Timeline: His Evolution as an Investor

June 16, 2011 | Read Now

Take a look back in history to see how Buffett evolved to the investor and businessman he is today. From his childhood, to working with Graham followed by setting up his partnership and the Berkshire investment that started it all. Guest author Daniel Rudewicz provides a look at the investment framework of Buffett with this brief bio on Buffett.

Bernanke’s Deflation Playbook

March 24, 2009 | Read Now

Today we have a guest post by Daniel Rudewicz, who is the co-founder of Furlong Samex LLC, a deep value […]

Fundamental NCAV- Chapter XLIII of the 1934 Edition of Security Analysis

January 26, 2009 | Read Now

Benjamin Graham’s Net Current Asset Value (NCAV) method is well known in the value investing community. Studies by Greenblatt, Pzena, and Newberg (1981); Openheimer (1986); and Vu (1988) have all shown that the NCAV method of selecting stocks has outperformed the market significantly.

Ready to try Old School Value?