Buffett_Groupie Posted January 5, 2015 Share Posted January 5, 2015 http://finance.yahoo.com/news/berkshire-soars-buffett-shifts-focus-050007019.html Sit back and enjoy the biggest rise yet to come for generations! Link to comment Share on other sites More sharing options...
augustabound Posted January 5, 2015 Share Posted January 5, 2015 How is it an evolution when he's been saying for years that he'd prefer to buy whole businesses rather than individual securities? He's doing exactly what he said he would do. Link to comment Share on other sites More sharing options...
Buffett_Groupie Posted January 5, 2015 Author Share Posted January 5, 2015 You'd be surprised to learn many still think Buffett is stuck in Graham's classic "cigar-butt" mode! LOL :) Link to comment Share on other sites More sharing options...
Liberty Posted January 5, 2015 Share Posted January 5, 2015 You'd be surprised to learn many still think Buffett is stuck in Graham's classic "cigar-butt" mode! LOL :) Probably the same people who just figured out that Berkshire is "more than just a portfolio of stocks". I mean, it's good to not follow the market minute-to-minute, but let's at least all be on the same decade... ;) Link to comment Share on other sites More sharing options...
AzCactus Posted January 5, 2015 Share Posted January 5, 2015 Per Berkshire's 13F they have securities worth about 110 Billion and a current market cap of about 367 Billion. Anyone who thinks Berkshire just picks stocks and doesn't own businesses would have a hard time explaining the 257 Billion dollar difference. Link to comment Share on other sites More sharing options...
Liberty Posted January 6, 2015 Share Posted January 6, 2015 Per Berkshire's 13F they have securities worth about 110 Billion and a current market cap of about 367 Billion. Anyone who thinks Berkshire just picks stocks and doesn't own businesses would have a hard time explaining the 257 Billion dollar difference. I know. I was directly quoting the article linked in the original post: "The market's realizing that it's more than just that stock portfolio," said David Rolfe, who oversees about $10.5 billion including Berkshire shares at Wedgewood Partners Inc. Link to comment Share on other sites More sharing options...
Mephistopheles Posted January 8, 2015 Share Posted January 8, 2015 Per Berkshire's 13F they have securities worth about 110 Billion and a current market cap of about 367 Billion. Anyone who thinks Berkshire just picks stocks and doesn't own businesses would have a hard time explaining the 257 Billion dollar difference. The $257 billion is the Buffett premium. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now