Berkshire 1989 Shareholder Letter, Part 1 - Cliff's Notes Version
This is the thirteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...
Joseph P. Kennedy's $45 Million Windfall 1922 Pond Creek Coal Trade
Joseph P. Kennedy (or JPK), patriarch of the Kennedy Political Dynasty, has a well-known biography. Starting out as a Wall Street...
Disingenuous Management PR Spin: License and Marketing Termination Edition
To wit, here is management's press release... They are "elated" (elated!!!) that the license and marketing agreements with Neogen have...
Berkshire 1988 Shareholder Letter - Cliff's Notes Version
This is the twelveth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all...
Berkshire 1987 Shareholder Letter - Cliff's Notes Version
This is the eleventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all...
Seven Corners Initiates Coverage on Allergan (AGN) With A Sell, Due to Non-GAAP Accounting Concerns
Today Seven Corners Capital Management initiated coverage on Allergan (AGN). Specifically, we are short AGN for, among other things, the...
Berkshire 1986 Shareholder Letter - Cliff's Notes Version
This is the tenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of...
Berkshire 1985 Shareholder Letter - Cliff's Notes Version
This is the ninth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of...
Berkshire 1984 Shareholder Letter - Cliff's Notes Version
This is the eighth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all...
Berkshire 1983 Shareholder Letter - Cliff's Notes Version
This is the seventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all...
Berkshire 1982 Shareholder Letter - Cliff's Notes Version
This is the sixth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of...