Blog

The Days of Easy Money Are Over in Asset Management

Wednesday, January 18, 2012 - 21:43

 My latest Bloomberg column. Is the game over? It certainly won't be as much fun.

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In the Event of My Disappearance, You Know I'm Writing

Wednesday, January 11, 2012 - 19:24

 I've gotten some questions lately to the effect of where are you & what's up with the blog. There are a couple of reasons I've been laying back. One is that I'm very busy right now, writing the investing book and also, in beta, doing the investing. I would rather spend my time that way and I think many of you would rather that I do that as well.

In terms of when, the book will be done when its finished and there are always surprises in these things so it's best not to give an arbitrary deadline.  As the date gets closer you'll get some heads-up comments.

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Banish the Black Swan

Sunday, October 23, 2011 - 19:33

 On Bloomberg, my column about how the once-useful term black swan has been trivialized and overused into an excuse for bad planning and lack of foresight. 

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I'll Show You Mine If You'll Show Me Yours

Wednesday, October 5, 2011 - 12:08

Cool move from Buffett after Wall Street Journal editorial page calls for him to disclose his tax return. Buffett dares Rupert Murdoch, publisher of the Journal, to meet him at Fortune mag with his tax return. If Murdoch shows up, Fortune will publish both his and Buffett's.

Would anyone care to place odds on Murdoch agreeing to publish his tax return?

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Buffett's Plans and the Buyback

Wednesday, September 28, 2011 - 22:23

In this latest Bloomberg column, I give some views on how the share repurchase fits into Buffett's plans -- which are changing.

UPDATE: Buffett with Betty Liu on Bloomberg TV says Berkshire has begun to buy back stock. Confirms it's undervalued. Has enough cash to continue to make acquisitions while buying back stock.

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In The News

Buffett's Luster Dims (Globe and Mail)

Tuesday, April 26, 2011 - 19:07

 Another hero-off-the-pedestal story, about the effect on the shareholder meetings. 

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Reuters on Warren Buffett's Teflon

Monday, April 25, 2011 - 10:31

 by Ben Berkowitz Monday April 25, 2011

"After key lieutenant resigns under cloud, some asking if it’s time for Buffett to go." Here's the story. My bottom line: The old Berkshire era has ended, to the dismay of many and the delight of others. Whatever your feelings, it will never be the same.

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Sokol's Ways Questioned in Past Suits

Monday, April 4, 2011 - 22:11

 From the New York Times, Tuesday April 4th by Geraldine Fabrikant.

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“Will mesmerize anyone interested in who Mr. Buffett is or how he got that way. The Snowball tells a fascinating story.”

—New York Times