Berkshire Hathaway Archives - Page 2 of 9

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel October 7, 2015 (NYSE: SYY), A Classic Buffett Value Play, a classic Warren Buffett-style value play, A Value Investment You Have Never Heard Of, Benjamin Graham, Berkshire Hathaway, Does Sysco Make Money?, Is Sysco a good investment?, Is Sysco a value investment?, Mr. Money Mustache, Sysco (NYSE: SYY), Sysco Now at Your Supermarket, Sysco: A Value Investment You Have Never Heard Of, SYY, Value Investing, Warren Buffett, ysco is in the right business at the right time

Sysco: A Value Investment You Have Never Heard Of

If you are looking for a classic Warren Buffett-style value play, Sysco is certainly worth a look. It has many of the attributes Uncle Warren loves: It is not sexy, but it has a steady, widespread business that generates a lot of cash, and that business is growing.

Long Ideas

daniel September 30, 2015November 12, 2016 Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, GOOG, Housing Bubble, Housing Bubble in Canada, Is Canada’s Housing Crisis our Future?, Mr. Money Mustache

Housing Bubble in Canada

One reason why housing is not on the U.S. national agenda is that for most Americans, there is no housing shortage. A quick look at Zillow indicates that prices are actually falling in many markets, including regions in Colorado that are a little over a hundred miles from the red-hot Denver market.

Good Stocks

daniel September 29, 2015March 6, 2016 A return on equity of 12.89%, All, Are Auto Insurance Companies a Good Investment?, Benjamin Graham, Berkshire Hathaway, BRK.A, Do Auto Insurance Companies Make Money?, Does Allstate Make Money?, Does Progressive Make Money?, GOOG, Mr. Money Mustache, PGR, Progressive vs. Allstate, The Vehicle Insurance Float Theory, Value Investing, Warren Buffett, Why is Google In Auto Insurance?, Why is Warren Buffett in Auto Insurance?

Do Auto Insurance Companies Make Money?

Buffett’s classic theory is that insurance companies can generate a lot of float from the premiums. The idea is that large numbers of people send in premiums every month, so as long as the amount of payments taken in exceeds the claims paid out, the insurer has a big pile of extra cash it can tap.

Good Stocks

daniel September 17, 2015February 14, 2016 Benjamin Graham, Berkshire Hathaway, COST, Costco, Disruptive Technology, KR, Kroger, Kroger acquires Instacart?, Kroger acquires Meijer, Kroger Acquires Winn Dixie, Kroger acquisition, Kroger buys Sprouts, Kroger’s Secret Weapon in the Grocery Wars, What Will Kroger Acquire Next?

Kroger an Underappreciated Value Stock

The numbers show us that the recent stock split has made Kroger one of the most under-appreciated and undervalued stocks around. It is also one of the best bargains in the market today.

Crazy Stocks Stocks

daniel September 10, 2015March 6, 2016 $3.452 billion in cash from financing, 14 billion in cash and short-term investments, Amazon, Amazon also lost -$6.634 billion in cash from financing., Amazon also reported a net income of -$188, Amazon does not pay a dividend, Amazon Is Flush with Cash, Amazon is generating a staggering amount of cash., AMZN, Berkshire Hathaway, GOOG, In June 2014 Amazon had $7.986 billion in the bank, Is Amazon Really Worth $524 a Share?, Mr. Market, so its cash and short-term investments nearly doubled in a year., Warren Buffett, Why Amazon Might Never Become the New Walmart, Why Jeff Bezos Wants Amazon to Become Walmart

Is Amazon Really Worth $524 a Share?

The only way that this situation could be avoided would be if Amazon’s revenue were to grow as large as Walmart’s. The problem with that is that Walmart reported a TTM revenue of $485.62 billion on July 31, 2015, or nearly five times that of Amazon’s, making it the world’s largest retailer by far.

Long Ideas

daniel September 9, 2015March 9, 2016 AAPL, Amazon, AMZN, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, Does Lending Club Actually Make Money?, GOOG, Kroger, LC, lending club, Lending Club CEO, Lending Club vs. PayPal vs. Google vs. Apple, Mr. Market, Mr. Money Mustache, On Deck, PayPal, Prosper, Renaud Laplanche, Value Investing, Venmo, Warren Buffett, Why Lending Club Is an Acquisition Target

Does Lending Club Actually Make Money?

Therefore Lending Club looks like a successful company but not a value investment. Its platform is achieving a lot of growth, but it is not making money the way PayPal is. This indicates that its business model could be flawed or at least seriously limited, so you should stay away from it for now

Market Insanity

daniel August 27, 2015March 23, 2016 American Express, Bank of America, Bank of Internet Sucks, Benjamin Graham, Berkshire Hathaway, BOFI, BOFI Fraud, BOFI stock, BOFI Sucks, Bubble Real Estate, Charley Munger, Denver Real Estate Bubble, Disruptive Technology, Is Bank of Internet a Bad Investment?, Is Bank of Internet a Good Invesment?, Mortgage Real Estate Investment Trusts, mortgages, Mr. Market, Mr. Real Estate Bubble, MREITS, Warren Buffett

Some Ugly Truths BOFI Fans Do Not Want to Hear

The reality is you are getting a 2005-style jumbo mortgage lender (with other odd high risk loans) funded primarily by high cost brokered deposit.”

The Death Spiral

daniel August 21, 2015March 15, 2016 A Brand in Trouble, AAPL, Benjamin Graham, Berkshire Hathaway, but for How Long?, CMG, How Brands Die, Is McDonald’s a Dying Brand?, MCD, McDonald’s has stopped reporting monthly sales data, McDonald’s is planning to close more locations than it plans to open in the United States in 2015, McDonald’s is planning to close more stores than it plans to open worldwide., McDonald’s U.S. sales fell by 2.2%, McDonalds Is Still Profitable, SHAK, Shake Shack, Value Investing, Warren Buffett, WMT

Is McDonald’s a Dying Brand?

History teaches us that even the strongest consumer brands can die off. Just this summer A&P, once America’s largest grocer

Market Insanity

daniel August 11, 2015March 6, 2016 All, Allstate (NYSE: ALL) CEO Tom Wilson, Berkshire Hathaway, GEICO, greatly increase the number of uninsured motorists, How Self-Driving Cars Could Increase Insurance Premiums for Some, How Self-Driving Cars Could Increase the Number of Uninsured Motorists, Mr. Money Mustache, Warren Buffett, Will autonomous cars lower insurance rates

How Self-Driving Cars Could Increase the Number of Uninsured Motorists

Many observers, including Allstate (NYSE: ALL) CEO Tom Wilson, think autonomous cars will make the roads far safer by greatly reducing the number of accidents. The idea here is that most crashes are caused by driver error or bad driving, which autonomous cars would eliminate or greatly reduce.

Long Ideas

daniel August 6, 2015February 15, 2016 Airlines as Widows and Orphans Stocks, Berkshire Hathaway, Charley Munger, Congestion Threatens Airlines’ Future, DAL, Delta Air Lines, Delta Airlines Stock, Disruptive Technology, impressive financial numbers, LUV, Mr. Money Mustache, Southwest Airlines Stock, the value case for airlines, Value Investing, Warren Buffett

Is Southwest Airlines a Value in the Sky?

There is a sort of value case that can be made for North American airlines right now. It goes like this: Airlines have a sort of monopoly on intercity passenger travel in the United States and Canada, and it is growing.