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January 27, 2017

This is the thirteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 1989 letter weighs in at 14,420 words, a 24% increase from 11,6...

January 24, 2017

Joseph P. Kennedy (or JPK), patriarch of the Kennedy Political Dynasty, has a well-known biography. Starting out as a Wall Street wheeler-dealer, then moving on to make a killing as a financier during the consolidation of the moving picture industry...

January 24, 2017

To wit, here is management's press release...

They are "elated" (elated!!!) that the license and marketing agreements with Neogen have been terminated. 

And here is the reaction of investors...

Meanwhile, the following was included on page 16 of the IPO...

January 23, 2017

This is the twelveth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 1988 letter weighs in at 11,670 words, a 7% decrease from the sli...

January 20, 2017

This is the eleventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 1987 letter weighs in at slightly under 12,500 words, a 9% decrea...

January 20, 2017

Today Seven Corners Capital Management initiated coverage on Allergan (AGN). Specifically, we are short AGN for, among other things, the following reasons: (1) Last year the SEC issued guidance on impermissible non-GAAP financial metrics; (2) Allerga...

January 18, 2017

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 the prior shareholder letters, see here.

The 1986 letter weighs in at slightly under 13,700 words, less than a 1%...

January 12, 2017

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 the prior shareholder letters, see here.

The 1985 letter weighs in at slightly under 13,600 words, an 8% increase...

January 9, 2017

This is the eighth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 1984 letter (including the Appendix) weighs in at slightly over 12,...

January 5, 2017

This is the seventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 1983 letter (including the Appendix) weighs in at slightly over 11...

January 3, 2017

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 the prior shareholder letters, see here.

The 1982 letter weighs in at slightly over 7,840 words, an 18% increase...

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