kiwing100 Posted August 14, 2012 Share Posted August 14, 2012 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 Link to comment Share on other sites More sharing options...
Parsad Posted August 14, 2012 Share Posted August 14, 2012 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 Link to comment Share on other sites More sharing options...
beerbaron Posted August 14, 2012 Share Posted August 14, 2012 I think the Phillips 66 shares were a spinoff of Conoco right? BeerBaron Link to comment Share on other sites More sharing options...
motownsf Posted August 15, 2012 Share Posted August 15, 2012 Interesting he is trimming consumer staples. Perhaps he is more worried about margin compression from input costs going up and diminished pricing power. Link to comment Share on other sites More sharing options...
nkp007 Posted August 15, 2012 Share Posted August 15, 2012 In terms of Berkshire, I 99% care about the operating companies. I don't really pay much attention to the equity investments anymore. :o Link to comment Share on other sites More sharing options...
Evolveus Posted August 15, 2012 Share Posted August 15, 2012 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. Link to comment Share on other sites More sharing options...
brker_guy Posted August 15, 2012 Share Posted August 15, 2012 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! Link to comment Share on other sites More sharing options...
beerbaron Posted August 15, 2012 Share Posted August 15, 2012 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 Link to comment Share on other sites More sharing options...
Liberty Posted August 16, 2012 Share Posted August 16, 2012 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 Link to comment Share on other sites More sharing options...
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