Most recent portfolio disclosures of BRK

[kiwing100]

 

latest key portfolio disclosures of BRK and changes as reported

 

http://www.marketwatch.com/story/buffetts-berkshire-exits-intel-buys-more-banks-2012-08-14?dist=afterbell

[Parsad]

Some of the changes are likely due to more cash being handed over to Weschler & Combs.  Cheers!

 

http://blogs.wsj.com/deals/2012/08/14/sales-may-show-buffett-handing-off-to-combs-weschler/?mod=yahoo_hs

[beerbaron]

I think the Phillips 66 shares were a spinoff of Conoco right?

 

BeerBaron

[motownsf]

Interesting he is trimming consumer staples. Perhaps he is more worried about margin compression from input costs going up and diminished pricing power.

[nkp007]

In terms of Berkshire, I 99% care about the operating companies. I don't really pay much attention to the equity investments anymore.

 

:o

[Evolveus]

I think the Phillips 66 shares were a spinoff of Conoco right?

 

BeerBaron

 

That is correct in regards to Phillips 66.  I'm curious if the sales are related to raising additional cash for his elephant gun.

[brker_guy]

You guys should check out the last minute of this Cramer video.  It's down right hilarious.

 

Copying Buffett's holdings is a "loser strategy"?  Really?

 

http://video.cnbc.com/gallery/?video=3000109049&play=1

 

What a douche Cramer is!

[beerbaron]

You guys should check out the last minute of this Cramer video.  It's down right hilarious.

 

Copying Buffett's holdings is a "loser strategy"?  Really?

 

http://video.cnbc.com/gallery/?video=3000109049&play=1

 

What a douche Cramer is!

 

He's right, the winner strategy is to host shows and sell books on how to invest your money. No risk all profit :)

 

BeerBaron

[Liberty]

You guys should check out the last minute of this Cramer video.  It's down right hilarious.

 

Copying Buffett's holdings is a "loser strategy"?  Really?

 

http://video.cnbc.com/gallery/?video=3000109049&play=1

 

What a douche Cramer is!

 

I guess if people just ride Buffett's coattail they won't need to watch CNBC shows that tell them what to buy..  :P