Berkshire

Gustavo Ballvé on August 3rd, 2016

It is impossible not to be criticized when you are in the spotlight. Case in point: Warren Buffett. In the space of two weeks he has been criticized for supporting Hillary Clinton in the US presidential race, for a Corporate Governance “manifesto” co-signed by several CEOs (I’ll adress that in a separate post), and now for being increasingly “relentless” in his search for efficiency.

Read more about Warren Buffett: recent criticism

Gustavo Ballvé on May 1st, 2016

The meeting has been over for a few hours now. I wonder whether coming here was worth it, even though I have just reassumed coverage of Berkshire Hathaway for my company. It is still good fun and this year the Brazilian team here was pretty sizable. However, since the webcast appears to have worked well, the expense and […]

Read more about Berkshire Hathaway 2016 annual meeting: photo gallery

Gustavo Ballvé on April 30th, 2016

The Berkshire Hathaway 2016 annual meeting starts in 15 minutes. You can watch it LIVE, for the first time, through Yahoo Finance. Let us hope for good questions!

Read more about The Berkshire Hathaway 2016 annual meeting starts in 15 minutes

Gustavo Ballvé on April 29th, 2016

I am in Omaha, NE, for my fourth Berkshire Hathaway annual shareholders meeting. Stay tuned for more.

Read more about 4th time is the charm: Berkshire Annual Meeting 2016

Gustavo Ballvé on February 27th, 2016

I have just finished reading Berkshire Hathaway’s 2015 10-K. The letter to shareholders by Warren Buffett (edited by Carol Loomis) is brilliant, as usual. I have written here about how these two “walk their talk” (Buffett and Munger), and this 51st letter to Berkshire shareholders is another fine example. The section on Productivity is mandatory reading, especially so for Brazilians.

Read more about Berkshire Hathaway 2015 annual report + Munger Residences

Stanford GSB professors surveyed 80 managers of Berkshire Hathaway subsidiaries, giving us an up-to-date look into what these executives think about their parent company – and the way their “oversight” works. The consistency in their answers is astounding.

Read more about A survey of Buffett’s managers – or “Walking the Talk, part 2”

Gustavo Ballvé on July 29th, 2015

How NOT to understand Buffett after so many years: just read this Financial Times LEX piece on how GM is an “opportunity” for Buffett right now. Yes, GM.

Read more about How NOT to understand Buffett after so many years

By now anyone on Earth minimally interested in business and finance has heard about the Heinz + Kraft deal. Buffett went on CNBC to speak briefly about the deal and said especifically about Berkshire and 3G (actual quote): “We look at everything. There is no finish line in either Berkshire’s investments or 3G’s investments.”

Read more about Buffett about Berkshire + 3G investments: “There is no finish line”

Gustavo Ballvé on February 25th, 2015

Another article to foster even more anticipation for Buffett’s 50th anniversary letter to Berkshire Hathaway shareholders. We’d love to guarantee that we will read it with the normal independence and skepticism, but we’d probably be lying – it is too big a landmark for the world’s most interesting company.

Read more about We just can’t wait for the 2015 Berkshire letter to shareholders

Gustavo Ballvé on November 6th, 2013

Very interesting post today by The Brooklyn Investor showing, with real-life examples, what great CEOs or investors can do to generate value even when the market is flattish or going down for long periods of time. He’s humble enough to say that this is far from the norm, but that’s precisely the point of, well, pointing out these examples: it is possible and it’s our job as stock pickers to focus substantial portions of our time to finding these great companies run by great people.

Read more about Value generation in flat/down markets

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