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Articles tagged with: Buffett

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[9 Oct 2009 | No Comment | ]
Buffett – Does What I Say

Buffett says be careful with commodities, hedge the USD via buying companies in strong economies and beware private equity partners.

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[24 Feb 2009 | No Comment | ]
Rearranging the Deck Chairs on the Titanic

I got up very early today so I could shuffle some deck chairs around on the Titanic, otherwise known as my portfolio. FWIW which is zero, I sold half of my largest position

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[24 Sep 2008 | One Comment | ]
It takes money to make money

Can you get a deal like Warren? Yes, but be prepared to take more time and capital risk.

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[8 May 2008 | No Comment | ]

The Microsoft board has been accused in some quarters of poor capital allocation. There is plenty of evidence to support this, not least the recent Yahoo bid, the $6B cash purchase of aQuantive and the Gucci loafer in the door at Facebook. When Microsoft paid $240M for a 1.6% stake in Facebook it was valuing a company with $140M in revenues and $30M in profits at over $15B. Some may excuse that sort of stupidity as strategic, to me it’s just plain stupid. All three deals have one thing in …