Lament The Short Term
Berkshire Hathaway bought another 1.62 million shares of Burlington Northern Santa Fe (BNI) in the past few days, according to a recent filing with the Securities and Exchange Commission. If you...
View ArticleYesterday vs. Tomorrow: The Value of BNI
Take one of my old spreadsheets (found elsewhere on this site), plug in BNI’s past performance, and you’ll get a per share value of $60.15. Mike and I both did it, and we were both perplexed. Did...
View ArticleBerkshire Reports June Buys, Sells, and An Arbitrage Play
Every three months, Buffett and Berkshire have to report their holdings to the SEC. Good news for us because we can see them for free. Click here for the report. Let’s see what Buffett is buying,...
View ArticleClik here to view.
Don’t Ignore The Assets
There is a school of thought that says that the value of a business is entirely in its future cash flows and that all assets are tools that provide that cash flow. In essence, many people believe that...
View Article
