Warren Buffett

Warren Buffett

Last Update: 05-15-2015

Number of Stocks: 47
Number of New Stocks: 0

Total Value: $107,133 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Warren Buffett Watch

  • ACI Partnership Fund: A Needle in the Haystack

    "While there are some Warren Buffett in the world, identifying one is like finding a needle in the haystack", Burton Malkiel, Economist, Princeton University.

    Mr. Malkiel was probably not too far from reality, as very few individuals have been able to outperform the market over time. However, he probably didn’t know about GuruFocus.com, which follows the best investors, those with proven track records and who usually outperform the market in the long term.


  • The Evolution Of A Value Investor – Google Talks With Tom Gayner

    Tom Gayner (Trades, Portfolio) has made a career out of following Warren Buffett (Trades, Portfolio).

    Not Buffett's brilliance, but his common sense.


  • Howard Marks: The Uncomfortably Idiosyncratic Billionaire

    As an undergraduate at Wharton in the 1960s, Howard Marks (Trades, Portfolio) stumbled upon one of the guiding principles of his life — the Buddhist concept of mujo. In his Japanese studies course, mujo was defined as “the turning of the wheel of the law.” Marks explains: “Change is inevitable. The only constant is impermanence. … We have to accommodate to the fact that the wheel turns and the environment changes.” This constant flux applies not only to human lives but economies and markets. “It’s very helpful to view the world as behaving cyclically and oscillating rather than going in a straight line. Everything is cyclical.”

    “You can’t control the environment,” Marks adds. So the key is to recognize how it’s changing, accept it and respond as wisely as possible. “The screwiest thing you can do is to think you’re a Master of the Universe. We’re all just little cogs, and the universe will go on without us. We have to fit into it and adapt to it.” For example, at the time of our interview in late 2014, he sees scant investment opportunity and excessive complacency: “What bigger mistake could there be than to think you can safely get high returns in a low-return world?” Investors should adjust by assuming less risk and lowering their expectations. He cites a favorite quote from Peter Bernstein: “The market’s not a very accommodating machine; it won’t provide high returns just because you need them.


  • Buffett Burgers and the Halleujah Chorus – CMG Capital

    “People are habitually guided by the rear-view mirror and, for the most part, by the vistas immediately behind them.” – Warren Buffett (Trades, Portfolio)

    I was the keynote speaker last night at a large advisor client event in suburban D.C. The title of my presentation was “Buffett Burgers.” With five boys in the house, we find ourselves often grilling Bubba Burgers; thus the incredible inspiration for my presentation. I know, cliché – but I think it went well.


  • Delta Airlines: Lessons From Warren Buffett

    Every time I see interest increase in the airline industry, I think about two quotes from two of my most favorite billionaires.

    Richard Branson once stated that “if you want to be a millionaire, start with a billion dollars and launch a new airline.”


  • A Suprisingly Innovative Company With A 4.9% Dividend

    Many people have ethical concerns regarding investing in tobacco companies. Warren Buffett (Trades, Portfolio) is a famous example. I am not sure where I stand on the issue myself, as I am writing about this stock there are particulars about the industry that do not feel very good. At the same time, I do not want to make that choice for anyone and there is a lot of merit to an investment into Philip Morris International (PM). This tobacco giant is only second in scale to China National Tobacco, a state company, and dominates outside of China. Philip Morris has an impressive stable of brands, including: Marlboro, L&M, Philip Morris, Bond Street and Chesterfield among others. It sells its wares in over 180 markets. Between 2008 and 2014 the company invested over $2 billion in research and product development to come up with technology that reduces risk to consumers and are acceptable to adult smokers. The company currently has a reduced risk portfolio that includes different technology to adress different preferences of smokers. Two products heat rather than burn tobacco, and two e-vapor products that do not contain tobacco and are based on different technology. Philip Morris has registered over a 1,000 patents worldwide relating to thsee RRP platforms and another 2,000 pending applications on new RRP developments:


  • David Einhorn’s Three Favorite High Yield Dividend Stocks

    David Einhorn (Trades, Portfolio) is one of the most successful long/short hedge fund managers. He has averaged returns of nearly 20% a year since starting his hedge fund Greenlight Capital in 1996.

    David Einhorn (Trades, Portfolio) owns several dividend stocks with yields over 3%. This article examines the 3 dividend stocks that make up the largest percentage of David Einhorn (Trades, Portfolio)’s portfolio with dividend yields over 3%.


  • Coca-Cola’s 20 Billion-Dollar Brands And Future Growth

    Coca-Cola (KO) has long been a favorite of The 8 Rules of Dividend Investing. Here’s why.

    The company has a 3%+ dividend yield, solid 7% to 9% constant currency earnings-per-share growth expectations, and a strong competitive advantage.


  • Simpson and Buffett BOTH own this wide moat stock.

    Precision Castparts (PCP) was founded in Portland, Oregon circa 1949. The company manufactures structural investment castings, forged components and airfoil castings for aircraft jet engines and power turbines.

    Despite having a website that looks straight out of 1999, doing the brand zero justice, the underlying company is rock solid. It has large customers like General Electric (GE), Rolls-Royce (RR.), Airbus (AIR) and Boeing (BA) that have all bought from the company for decades.


  • A Safe Dividend Investment

    In this article, I will analyze the sustainability of dividends (using coverage ratios) of Wells Fargo (WFC), which is Warren Buffett (Trades, Portfolio)’s favorite finance stock.

    Warren Buffett (Trades, Portfolio)´s Berkshire Hathaway (BRK.A)(BRK.B) disclosed an equity portfolio valued at $107.13 billion at the end of the first quarter of 2015. The equity portfolio is mainly invested in Finance (45%), Consumer Staples (25%) and Information Technology (14%) stocks.


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