BRKA

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

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

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 May 3rd, 2013

As the date of the 2013 Berkshire Hathaway annual meeting approaches, here are four news pieces and interesting generalities about Berkshire – including the purchase of the 20% of Iscar the company didn’t own, articles on Doug Bass, the bear who will get to ask tough, unscripted questions at the meeting and more.

Read more about Buffett news ahead of the Annual Meeting

Gustavo Ballvé on April 29th, 2013

The CEO of AIG’s Americas Property & Casualty area leaves and takes 3 other senior executives with him. The surprise is that they were hired by Berkshire Hathaway’s Ajit Jain to build a P&C unit there. Very interestingly, Mr. Eastwood mentions that in time he may seek opportunities for Berkshire outside the US. Now even more interesting for us Brazilians is that one of the executives that join Mr. Eastwood at Berkshire is Sanjay Godhwani, who was the P&C president for Latin America and the Caribbean. Hmmm…

Read more about Berkshire hires four from AIG

Gustavo Ballvé on March 28th, 2013

Very interesting WSJ article for those interested in Brazilian infrastructure investments – my cup of tea of late. It doesn’t hurt that Burlington Northern is a Berkshire Hathaway company either…

Read more about Boom times on US rail tracks

Gustavo Ballvé on March 25th, 2013

H/T to My Investing Notebook, and his emphasis on what Buffett says of Jeff Bezos is spot-on as the best part of an altogether interesting interview. Just yesterday I had read an interesting piece on how well Amazon Prime is doing, so this connected immediately. Disrupting innovation indeed.

Read more about Buffett on Amazon.com and Jeff Bezos

Gustavo Ballvé on March 14th, 2013

Warren Buffett called him “the Babe Ruth of Insurance” and not just because of the turnaround at GEICO. This New York Times obituary on John Byrne is a nice read. While Buffett always says you should seek out businesses that are so good that an idiot can run it (because one will eventually), sometimes companies are blessed with great leaders as well.

Read more about GEICO – John Byrne’s obituary

Gustavo Ballvé on March 1st, 2013

Yes, the 2012 Berkshire Hathaway letter is out (in PDF). You know you’ll print this right away (or send it to your e-reader) and read it over the weekend… or even tonight. Good reading!

Read more about 2012 Berkshire Hathaway letter to shareholders

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