Credit Bubble Stocks

Warren Buffett has described the ideal business with perfect clarity. "The best business," he once said, "is one that is a ro...

Berkshire Hathaway (BRK.A / BRK.B) paid $13.6 billion across three separate transactions to acquire Pilot Travel Centers, a chain of truck s...

y0ungmoney : "By looking at Berkshire Hathaway's 13F filings, they estimate that Buffett's public stock investments have outp...

A Motley Fool thread with a long time holder talking about how he got involved: "In 1969 Forbes ran a feature interview with Omaha i...

"Buffett did not ignore broad market valuations. And not only did he not ignore them, he actively manipulated his portfolio in respons...

Investors earn handsome paychecks by handling Buffett's business , "Read 500 pages like this every day," said Buffett, or wo...

This is in the 2012 letter: Union Tank Car has been around a long time, having been owned by the Standard Oil Trust until that empire was ...

This fellow has put together a collection of Charlie Munger’s Wesco Letters "from 1983 when Charlie took over the chairmanship until 2...

"The economic spread of BRK businesses is significant, and I would argue, unrivaled in terms of conglomerates. It almost makes me thin...

The Berkshire annual report is out. In total, our entire string of operating companies spent $8.2 billion for property, plant and equipmen...

Consider the following 2x2 matrix of possibilities: Buffett is either right or wrong about an investment, and we either agree or disagree ...

Via a friend of the blog, a talk given by Alice Schroeder (author of "The Snowball: Warren Buffett and the Business of Life") abou...

See year to date chart . That is an extremely high correlation.

"A 23.53-acre property at the Las Vegas Beltway and Hacienda Avenue that sold for $30.2 million in 2007 and was later foreclosed upon h...

Fairfax Financial Holdings (FFH) has released their 2010 shareholder letter .

Berkshire Hathaway has released its 2010 annual report . Regular readers know that I am hard on Buffett and that I think he is overrated. [P...

From his latest essay, When the Insiders Lose Control : The symbol of this train wreck is Warren Buffett. His outfit bought newspapers. [I ...

Warren Buffett wrote an obnoxious thank-you note to "Uncle Sam" as an op-ed in today's New York Times. Buffett is an excell...

Buffett has a big stake in USG Corp (USG) , but I have some contrarian theories about Buffett: There is no information content in a Buffet...

This is a Harpers profile of what goes on behind the scenes among Berkshire shareholders at the annual meeting in Omaha, which I found via ...