August 15, 2007 by Joe Ponzio

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.

» Read this article

July 5, 2007 by Joe Ponzio

Tim wanted a little clarification on how I came up with a value for JNJ’s future cash of $201.7 billion using Excel® (See the full valuation here). The following is a semi-intermediate discussion for Excel® users.

» Read this article

June 27, 2007 by Joe Ponzio

As of March 31, 2007, Warren Buffett’s company, Berkshire Hathaway, reportedly increased its holding in Johnson & Johnson (ticker: JNJ) to 48.7 million shares-an increase of 24 million shares in three months. And it’s no surprise. Forget Wall Street’s earnings, JNJ knows how to generate cash!

» Read this article

June 26, 2007 by Joe Ponzio

Arguably the world’s greatest investor, Warren Buffett says that you should value a stock as you would value a private business. In the private sector, P/E means nothing. In fact, earnings mean nothing. The only thing that matters in buying a private business is the amount of cash that it…

» Read this article