Browsed by
Author: Money Is Boring

Berkshire Hathaway 2021 Annual Shareholder Meeting Roundup

Berkshire Hathaway 2021 Annual Shareholder Meeting Roundup

Comments 0 Comment

Berkshire Hathaway held its 2021 annual shareholder meeting on the 1st of May. Over the past two weeks, I’ve been reviewing comments made by Warren Buffett, Charlie Munger, Ajit Jain and Greg Abel in the session.  I’ve been uploading my thoughts on their views to Gurufocus across a range of articles.  I thought I would pull all of these articles together in one post for readers who may be interested.  Warren Buffett on Airlines: Berkshire Faced Huge Uncertainty Warren Buffett…

Read More Read More

How Warren Buffett Turns Errors Into Profits

How Warren Buffett Turns Errors Into Profits

Comments 0 Comment

At this year’s Berkshire Hathaway annual general meeting, Warren Buffett admitted to making two mistakes in 2020.  First, selling some of Berkshire’s stake in Apple: “Apple, it’s got a fantastic manager. Tim Cook was underappreciated for a while. He’s one of the best managers in the world…and he’s got a product that people absolutely love…The brand and the product, it’s an incredible product. It’s a huge bargain to people. I mean, the part it plays in their lives is huge….

Read More Read More

What Do Warren Buffett’s Succession Plans Mean For Investors?

What Do Warren Buffett’s Succession Plans Mean For Investors?

Comments 0 Comment

Over the weekend, it was revealed that Warren Buffett and his board of directors at Berkshire Hathaway had agreed that Greg Abel, Berkshire’s 58-year-old vice-chair, would take over as CEO if anything happened to the Oracle of Omaha.Berkshire’s succession plan has always been closely guarded, but the conversation has become more important in recent years, considering Buffett’s age and the size of the conglomerate. Buffett will celebrate his 91st birthday this August, and Berkshire manages around $870 billion of assets…

Read More Read More

How Carl Icahn, Ray Dalio and Seth Klarman Beat The Market

How Carl Icahn, Ray Dalio and Seth Klarman Beat The Market

Comments 1 Comment

One of the great things about investing is there is no right or wrong way to make money, just ask Ray Dalio, founder of the world’s largest hedge fund, Bridgewater. Just because one investor has made money using a particular strategy does not mean it will work for someone else. Simultaneously, just because an investor has lost money using a specific strategy does not mean every other investor will lose money following this path. The way to achieve a successful…

Read More Read More

5 Things I Learned As An Investor In 2020

5 Things I Learned As An Investor In 2020

Comments 0 Comment

Last year was a challenging one for investors all over the world. As the pandemic spread around the globe in February and March, shockwaves rippled through global financial markets.  Central banks acted quickly to flood the financial system with liquidity avoiding a full-blown economic crisis. This deluge of money went on to spark one of the most aggressive market recoveries of all time.  Markets went from being utterly distressed to euphoric in just a few months.  Now, one year on…

Read More Read More

Mohnish Pabrai: The Greatest Lesson Of 2020

Mohnish Pabrai: The Greatest Lesson Of 2020

Comments 0 Comment

At the end of January, value investor Mohnish Pabrai held a virtual Q&A session with Clemson University students. In the 45-minute session, the investor discussed what he called the “second-highest period of learning and growth” he’s experienced as an investor. Last year was a period of learning for Pabrai, and he’s attributed the bulk of this learning to his “good friend” Nick Sleep. Sleep ran an investment partnership I’ve covered before on this blog: The Nomad Investment Partnership. The partnership…

Read More Read More

5 Takeaways From Warren Buffett’s Annual Letter

5 Takeaways From Warren Buffett’s Annual Letter

Comments 0 Comment

Warren Buffett published his annual letter to investors over the weekend. The publication of this letter has become a significant event in the investment calendar.  In the annual correspondence, the CEO of Berkshire Hathaway usually provides his thoughts on the current state of the market and offers advice for readers on the topic of investing.  Here are my top five takeaways from the annual letter.  The power of share repurchases In 2018, Berkshire Hathaway changed its share repurchase policy. Previously,…

Read More Read More

The Secret of the Warren Buffett Stock Portfolio

The Secret of the Warren Buffett Stock Portfolio

Comments 0 Comment

There is one major secret of the Warren Buffett stock portfolio. Other investors often overlook this factor, but it has probably been the most critical contributor to the investor’s success over the past few decades. When combined with his stock-picking skill, this factor has helped the billionaire investor achieve the outstanding return he has today. The Warren Buffett stock secret Over the past few decades, thousands of individuals have tried to crack Buffett’s secret. They have been looking for a…

Read More Read More

Free Ebook: The Most Important Lessons of 5 Great Investors

Free Ebook: The Most Important Lessons of 5 Great Investors

Comments 0 Comment

Discover the most important lessons of Warren Buffett, Charlie Munger, Seth Klarman, Ray Dalio and Henry Singleton. The lessons have formed the foundations of these investors’ careers, helping them beat the market and earn huge fortunes. The free ebook and the Simple Guide to Boring Money ebook are available to all email subscribers. Signup today to get immediate access. Subscribe * indicates required Email Address * First Name Last Name Marketing Permissions Money Is Boring will use the information you…

Read More Read More

What Makes A Good Business: The Robustness Ratio

What Makes A Good Business: The Robustness Ratio

Comments 0 Comment

In my last article, I looked at one of the qualities that makes a good business, pricing power. This isn’t the only factor investors need to consider when analysing a company’s quality. Many companies have pricing power, but that does not guarantee success. As well as pricing power, a business must also produce something customers want and provide value for consumers. There’s no point in having pricing power if you can’t bring customers in the door. Two strategies There are…

Read More Read More