| Berkshire Hathaway Meeting Recap | Money manager Jeff Matthews in this blog post offers a thoughtful summary of what he considers the highlights of last weekend’s Berkshire Hathaway annual meeting.” |
| A Lesson from Buffett: Doubt Yourself | There was no big news at Berkshire Hathaway Inc.’s annual meeting this past weekend, but there was one great lesson for investors: Perhaps the most important thing you can do when everything seems to be going left in your portfolio is to listen to somebody who insists you are wrong. |
| Warren Buffett Investing Quotes | Given that it’s the Berkshire annual meeting this weekend, now is as good a time to roll out these quotes from Warren himself. |
| How We Value Berkshire Hathaway | Alternative methods have some use, but we think discounted cash flow is the most fundamentally sound way to value the conglomerate, as we discuss in the final installment of our 5-part series. |
| Float-Based Valuation for Berkshire Incomplete | In Part 4 of a 5-part series, Morningstar's Gregg Warren and Drew Woodbury say valuing Berkshire's insurance and investment units using the float method is hypothetically an improvement, but in practice a number of important problems pop up. |
| What's the Best Way to Value Berkshire? | In Part 1 of a 5-part series, Morningstar's Gregg Warren and Drew Woodbury explore the pros and cons of using an earnings multiple to value Berkshire Hathaway. |
| Berkshire Strong Out of the Gate in 2013 | Ahead of its annual meeting this weekend, wide-moat rated Berkshire Hathaway (BRK.A) (BRK.B) released results for the first quarter of 2013 that were much stronger than those from the year-ago period. First-quarter revenue increased 15% year over year to $43.9 billion on improved operating results from each of its operating segments. With expenses rising at a much slower rate than revenue, and most of the gains from investments and derivatives falling straight down to the bottom line, Berkshire reported a 49% increase in pretax earnings (to $5.0 billion) and a 51% increase in net earnings (to $4.8 billion). Stripping out the impact of investments and derivatives, operating earnings increased 42% to $3.8 billion. Net earnings per Class A equivalent share were $2,977. |
| 2013 Berkshire Hathaway Annual Meeting | If you can't make the pilgrimage to the Berkshire Hathaway Annual Meeting May 4, Morningstar.com has the next best thing: on-the-ground coverage from Omaha. |
| Buffett: U.S. Economy Still Improving-video | Warren Buffett says he is still seeing improvement in the U.S. economy, albeit at a slow pace. “The economy is improving,” Buffett told CNBC. ” I want to emphasize that. Not at a very rapid clip, but this country has done well since 2008, certainly compared to much of the rest of the world.” |
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