Tag Archives: Berkshire Hathaway
Investment Strategy – Sell Fixed Income
Pension Funds Buying Fixed Income As investors and business owners, it is problematic to make decisions for the future with too much of an emphasis on the past. In reading a recent issue of Grant’s Interest Rate Observer, they mentioned an eye-popping statistic from the… Continue reading
Business Financial Models – Coca-Cola vs. Wine
As the next post in the series on a Perfect Business, Financially Speaking, I think an anecdote told by Donald Keough in his book “The Ten Commandments of Business Failure” conveys the advantages of having a good business financial model versus the alternative. Mr. Keough… Continue reading
Thoughts on the Berkshire Hathaway Meeting 2012
The Berkshire Hathaway Annual Meeting Below are a few words of advice from Warren Buffett and Charlie Munger yesterday at the Berkshire Hathaway annual meeting. Business owners and investors should make a point to attend a Berkshire annual meeting sometime. There are not that many… Continue reading
Berkshire Meeting Week: Circle of Competence
Your “Circle of Competence” is the area that you understand well. For investors and business owners, it is wise to keep your business activities within your Circle of Competence. This should not be a limiting concept — once you focus on something, you begin to see more opportunities… Continue reading
Berkshire Week 2012: Predict Stephen Burke as next Berkshire CEO
First, a little extraneous caveat about this prediction. I have not spoken to anyone at Berkshire about this. Frankly, I do not know anyone who works at Berkshire. And, I have no special knowledge about this at all. It is just a pure guess (maybe a… Continue reading
Berkshire Meeting Week: Berkshire CEO After Warren Buffett
I believe the next CEO of Berkshire Hathaway is hiding in plain site. There is a person that is very obvious, but no one (as far as I have read) has mentioned him as a potential candidate. Tomorrow, I make my prediction. Today, I have fun… Continue reading
Make Business Variability Your Friend
Life, nature and business are variable. They rarely travel in straight lines. They are organic. They move up, down, and sideways often on timeframes that you cannot predict or control. Trying to control, manipulate and insulate yourself from these movements can be frustrating and usually… Continue reading
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