June 13, 2021
Is Berkshire Hathaway Stock A Buy Now? Not in my opinion! (50% downside)
I have been following Berkshire Hathaway stock for years now and I even bought BRK.B in May of 2020 because... Continue reading
February 11, 2021
Berkshire did not underperform the S&P 500 despite returning ‘only’ 9% yearly vs 12% since 2008
Whenever I discuss Warren Buffett and Berkshire there is multitude of comments on how Warren Buffett underperformed the S&P 500... Continue reading
October 7, 2020
Berkshire Stock When Buffett Dies (Management Outlook)
I’ve recently made a Berkshire stock sum of parts valuation and, like it is always the case when I talk... Continue reading
September 30, 2020
Berkshire Hathaway Stock Valuation – Just Burlington is Worth $200 billion
Berkshire Hathaway stock valuation - sum of parts I recently did a full sector analysis of railroad stocks and to... Continue reading
May 9, 2020
Berkshire vs S&P 500 – BRK is Better (Quality over Quantity)
BRK stock went down during last week because many focus on the negative conotations from Buffett's shareholder meeting; airlines, no... Continue reading
October 15, 2019
BYD Stock Analysis – The Chinese EV Maker Owned by Buffett
BYD Stock and Chinese stocks in general are getting cheap; trade wars, fears of China slowing down and a global... Continue reading
August 25, 2019
Berkshire Hathaway – Intrinsic Value Calculation
Contents Defining intrinsic value Berkshire’s return on invested capital Berkshire’s future cash flows Insurance business Railroads, manufacturing, utilities and other... Continue reading
January 27, 2019
Kraft Heinz Stock Analysis – Let’s go to the store
Contents Introduction. 1 KHC’s stock fundamentals. 3 KHC’s business strategy. 5 Increasing dividend would make KHC great again. 5 You... Continue reading
October 21, 2018
Berkshire stock is better than the S&P 500 – check your portfolio holdings!
BERKSHIRE's INVESTING MINDSET Towards the end of Benjamin Graham's book, The Intelligent Investor, we can find the following advice (Chapter... Continue reading
July 20, 2018
Berkshire will not do buybacks now!
The mania surrounding potential Berkshire buybacks has pushed the stock price up 5% but the effect is already fading. BRK... Continue reading