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  • vgm commented on Ben Reynolds's article 05-18 13:47
    Warren Buffett’s Billion Dollar Apple Investment
    Warren Buffett (Trades, Portfolio)’s newest 13F filings were released recently. The Oracle of Omaha has invested in another tech company. This is...
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    vgm 05-18 14:47
    • Thanks for sharing your thoughts. It was always clear this was Ted/Todd not Buffett.

      The FT has an interesting insight on the AAPL purchase, claiming that Ted and Todd are taking over the Berkshire subsidiaries' pension funds. Here's a quote:

      "A takeover of Berkshire Hathaway’s largest pension funds allowed Warren Buffett’s two investment protégés, Todd Combs and Ted Weschler, to make bigger bets like the $1bn stake in Apple that was disclosed this week.

      The former hedge fund managers are expected to assume control of the $2.3bn fund at Precision Castparts, the aerospace supplier Mr Buffett acquired this year, on top of other Berkshire subsidiary pension funds that have already swelled their investment portfolio to $9bn apiece.

      The expanded firepower enabled one of the pair to make the distinctly un-Buffettlike investment in Apple, and has helped Berkshire widen its investment activities into industries, including technology, where Mr Buffett is uncomfortable."



  • vgm commented on Holly LaFon's article 05-16 07:02
    Quarterly 'Guess What Warren Buffett Bought' Contest
    Buffett will disclose his first-quarter buys and sells in two weeks, after unloading his up-to-date investing thoughts and witticisms for a sea of...
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    vgm 05-16 08:02
    • And here are the answers, with AAPL being the biggest surprise:

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