Every three months, Buffett and Berkshire have to report their holdings to the SEC. Good news for us because we can see them for free. Click here for the report. Let's see what Buffett is buying, selling, and arbitraging.

Continue Reading Berkshire Reports June Buys, Sells, and An Arbitrage Play ››

Take one of my old spreadsheets (found elsewhere on this site), plug in BNI's past performance, and you'll get a per share value of $60.15. Mike and I both did it, and we were both perplexed. Did Buffett pay upwards of a 30% premium for BNI? Let's pick it apart.

Continue Reading Yesterday vs. Tomorrow: The Value of BNI ››

Back in May, Todd over at ValuePlays threw out a challenge to his visitors—explain why Buffett is no longer investing 10%, 20%, or more of Berkshire's assets into any one company, like he did with Coca-Cola in 1988. With all due respect to Mr. Buffett's track record, Todd has a valid point—Berkshire Hathaway isn't buying massive stakes in relation to his company's size.

Does this mean we should be diversifying too—buying less of each company...and more companies? Does Buffett finally see that value in Wall Street's "diversification" advice?

Continue Reading Is Buffett Losing His Edge? ››

Investing isn't all that difficult—at least, it doesn't have to be. With the universe of investment opportunities available at the click of a mouse, why bother to try and invest in companies or in ways that you do not easily understand?

Continue Reading Investing Made Simple by Warren Buffett ››