Berkshire Board Allows PetroChina Divestment Activists to Speak
Warren Buffett didn't have to, but he let PetroChina divestment activists speak.
Warren Buffet on the Decline in The U.S. Dollar
"We are following policies in the this country that will lead to a continued decline in the dollar." Says Buffet.
Berkshire Hathaway Charlie Munger on Ethanol
When asked by a shareholder about ethanol, Charlie Munger made the following statement:
Warren Buffett Answers Question on Silver Trade
The question was asked, "Did you sell your silver position to the banks that started the Silver backed ETF?"
Berkshire Hathaway on Global Warming
In responding to a shareholder question on climate change, Buffett says global warming won't affect results at General Re. But both Warren Buffett and Charlie Munger offer interesting perspectives that do not agree.
Hiring the Next Generation at Berkshire Hathaway
Warren and Charlie discuss Berkshire Hathaway selection process for the next manager.
Berkshire Hathaway Shareholder Meeting: Porfolio.com Uses a Photo from The Panelist
Porfolio.com uses my photo in their blog about the Berkshire Hathaway shareholder cocktail party last night.
Charlie Munger on Gambling
A question about gambling as a business at the Berkshire Hathaway 2007 Annual Shareholders Meeting.
Warren Buffett on Shorting Berkshire Hathaway (BRK.A, BRK.B)
An audience member asked if shorting was a danger to the financial system.
Berkshire Hathaway Shareholder Meeting: From the Floor
My notes from the floor of the 2007 Berkshire Hathaway shareholder meeting, as they happen:
Millionaires Wait in Line an Hour for a Free Sandwich: The Chow Line in Omaha
Photos of Berkshire Hathaway Shareholders waiting for free beer, free martinis, free food, and free ice cream. Not the most beautiful crowd, but it does have a festive atmosphere.
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Live from The Berkshire Hathaway Annual Meeting
So my road trip from New York to New Orleans now brings me to Omaha for the Berkshire Hathaway Shareholder Festival (um, I think it's an annual meeting but it feels more like a festival).
Blue State
Blue State is a movie about a guy who so completely devotes himself to John Kerry’s 2004 campaign because of his hatred of George W. Bush, that he swears to move to Canada if Bush is reelected.
TelMex (TMX) Was a Good Run. Time to Start Selling
I bought Telefonos de Mexico, the Mexican phone operator controlled by Mexican Billionaire Carlos Slim, last year, and in 2004, because it represented value. The stock is now fairly priced.
JASO – Sell in May and Stay Away
With 68% of the S&P 500 having reported results, earnings are currently on track to have risen 6.8% year on year; more than double what analysts polled by Thomson Financial were forecasting on April 1. Investors seem to have adapted to the fact that the U.S. economy is slowing, earnings continue to be solid and…
Big Oil Loses the Orinoco Belt
Hugo Chavez now controls the Orinoco Belt. What does this mean for the world of oil supply?
Investing in Adaptable Companies
As an individual interested in investing her money wisely and consciously, it is often hard to know exactly what to do. Particularly if you are not flush with cash. Many people choose socially screened mutual funds or socially screened index funds, but what if you want to make an investment in a single company you…
Neubert’s Rules of Investments to ALWAYS Avoid
Here are some rules of investments to always avoid. Following these rules have saved me from many financial losses and from guilt. Breaking these rules has cost me money. Hopefully, I can save you from losing money like I did when I broke my discipline:
Could Rising Gas Prices Lead to the Rise of the Microcar?
Imagine if your favorite burger joint increased the price of your favorite half pound ground sirloin each day by a few cents. You'd probably shrug it off and keep going because you can't eat anything else without feeling unfulfilled. But after awhile, the emptiness in your wallet cancels out the satisfaction you feel in your…
SPWR Earnings – SunPower Shows Why It Trades at a Premium
On April 26 SunPower (SPWR – Last trade $59.55) reported knockout Q1 results. This was the first quarter that SPWR reported results consolidated with PowerLight following its January 10th acquisition. The company reported EPS of $0.29/share, blowing away the street's estimate of $0.19/share (a lower tax rate allowed for EPS upside to the quarter). Non-GAAP…
Sustainability 101
In simple terms, sustainability is defined as achieving economic prosperity while simultaneously leaving no impact on the planet. Our planet would be no worse off after this prosperity is achieved than before. With all the environmental and geopolitical events surrounding us today, sustainability has become a focus of much of the private sector and has also become a buzzword…
Toyota Takes the Lead
Photo: hobbes8calvin, Creative Commons, Flickr A wise man once said that there's a first time for everything. Apparently the old adage holds true in the automotive industry as Toyota edged out General Motors in first quarter car sales for the first time in history. Industry analysts saw it coming as early as 2005, so the…
My Christian Investing Rubric: A Working Draft
I want to start to explore what makes "Christian Investing" different. As a Christian Investor I promise to:
Greenhorn Investor (II): Coming to Terms
Episode II Going Back to Basics: Coming to Terms Neubert’s a pretty busy guy, what with running a magazine, sitting on various boards, promoting, writing articles… and of course, managing his portfolio, so right off I need to accept the fact that I cant just go running to him every time I have a question:…