European Shorting
Number of Stocks: 41
Number of New Stocks: 2
Total Value: $85,001 Mil
Q/Q Turnover: 2%
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Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) bought $1.2 billion of its own stock yesterday. If Berkshire Hathaway is buying its own stock the obvious question is whether you should be buying Berkshire stock too. For most value investors I think the answer is yes. 
This is pretty cool. Whitney Tilson received an e-mail from Buffett that the Oracle had sent to CNBC correcting one of the talking heads who was spouting off about the Berkshire Hathaway (BRK.A)(BRK.B) share repurchase.
I’ve read multiple articles today from the financial media about Berkshire Hathaway’s (BRK.A)(BRK.B) announcement to increase its share repurchases cap to 120% of book value, and was amazed by what I heard time and time again: Apparently, Warren’s decision to repurchase common stock is in some way a reverse of the position he has taken historically (namely from a WSJ article entitled, “Warren Buffett’s Stance on Share Buybacks Shifts Again”). The article begins by proclaiming that Warren was “once a long disparager of buybacks as a waste of money.” Before I add my two cents, let’s start with a simple exercise that should put this half-truth to rest: Here’s a reprint, in full, of every instance (minus those where it’s reference is only in passing – trying to keep this as short as possible for readers) that Buffett has mentioned the word “repurchase” in his shareholder letters since 1977 (all emphasis has been added by the author):
More than a year after it authorized its share repurchase, Berkshire Hathaway (BRK.A)(BRK.B) has bought back its own shares. Warren Buffett’s company announced today that it would purchase 9,200 of its Class A shares for $131,000 each. The shares it repurchased were from the estate of a long-time shareholder. 
As of the last Berkshire Hathaway (BRK.A)(BRK.B) year-end Warren Buffett had over $11 billion invested in Wells Fargo (WFC). That represented 14% of Berkshire’s $76 billion equity portfolio.
SportsCenter is full of the amazing: half court buzzer beaters, circus catches in the end zone, diving outfield catches, and on and on. I can’t remember many layups that make the highlight reel.
In Part 3, we will take a closer look at some of the numbers behind Warren Buffett’s partnership investment in Sanborn Map (as described in the 1960 letter).
Large dialysis services provider, DaVita Inc. (DVA) has been receiving magnified attention ever since Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) first initiated a position in the company in the fourth quarter of 2011, and even more so when the company is seen making increasingly concentrated bullish moves on DaVita over the past several weeks.
I've spent the past week watching nothing but Buffett on various programs and I'm still hungry for more.
Legendary investor Warren Buffett's favorite CEO and most probably the next CEO of Berkshire Hathaway Ajit Jain discusses his views on the insurance sector in India and India's growth prospects.
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