Tag Archives

Archive of posts published in the tag: Warren Buffett

Humble Capitalism- Observation on the Berkshire Hathaway Meeting

Patience is a virtue and a vice for Americans.  We can be suckers for simplistic formulas, excess leverage, and delusions of certainty. Buffet and Munger avoid these traps.  Our obsession with finance distracts from the effective and efficient production of goods and services, engagement with the customer, and the patience and faith to adhere to sound principles.

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A Business vs The Stock

  One of the better questions submitted during the annual Berkshire Hathaway meeting concerned the poor track record of most conglomerates.  Few succeeded for any length of time. Warren’s response was illuminating. Many conglomerates were just tricks played with the…

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A Community of Capitalists

I attended my first shareholders’ meeting of Berkshire Hathaway in Omaha this weekend.   My investment manager, Gary Watkins (Banyan Capital), has been a shareholder and regular attendee of these meetings for some time.  I had heard of these meetings as…

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Inequality in Power, Not Money, is the Real Threat

I have posted several article seeking better information about the myths commonly accepted about the gaps in income and wealth distributions.  Some of this analysis in seen here, here, here, here, here,  here, and here. Daniel Greenfield in his excellent…

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Was the Financial Collapse Overstated?

Many traditionalists, including Warren Buffett, lashed out at the stress tests as wrong and unnecessary. He was quoted in the Financial Times complaining that Citigroup’s high-profile problems had tainted the entire industry. Most of the banking institutions were relatively healthy,…

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If the Dow is at a record then why does business still suck?

The Dow has broken through 14,000 for the first time since 2007. Yet unemployment is still high and has recently gone higher. The work force participation rate is the lowest it has been since the 1980’s and our prime working…

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