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September 19, 2018

RSS Aswath Damodaran’s Musings on Markets

  • Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts! September 10, 2018
    In the last few weeks, the market capitalization of Apple and Amazon each hit a trillion dollars, a threshold not seen before in public markets. Predictably, that has drawn press attention and commentary about what this moment means for markets, investors and the companies themselves. As readers of this blog know, I have followed both […]
  • Deja Vu In Turkey: Currency Crisis and Corporate Insanity! August 15, 2018
    This has been a year of rolling crises, some originating in developed markets and some in emerging markets, and the market has been remarkably resilient through all of them. It is now Turkey's turn to be in the limelight, though not in a way it hoped to be, as the Turkish Lira enters what seems […]
  • The Privatization of Tesla: Stray Tweet or Game Changing News August 10, 2018
    After my last two posts in Tesla, I was planning to take a break from the company, since I had said everything that I had to say about the company. In short, I argued that Tesla, notwithstanding its growth potential, was over valued and that to deliver on this potential, it would need to raise […]
  • Country Risk: A Midyear Update for 2018 August 7, 2018
    While political and trade wars are brewing around the world, centered on globalization, the enduring truth is that the globalization genie is out of the bottle, and no political force can put it back. Encouraged to spread their bets around the world, investors have shed some of the home bias in their investing and added […]
  • Share Count Confusion: Dilution, Employee Options and Multiple Share Classes! July 26, 2018
    In my last post, just about four weeks ago, I valued Tesla, and as with all of my Tesla valuations, I got feedback, much of it heated. My valuation of Tesla was $186, in what I termed my base case, and there were many who disputed that value, from both directions. There were some who […]
  • Twists and Turns in the Tesla Story : A Boring, Boneheaded Update! June 28, 2018
    There are lots of complaints that you can have about Tesla, but being boring is not one of them. It helps to have a CEO who seems to find new ways to make himself newsworthy, in good and bad ways. In fact, if Tesla were a reality show, the twists and turns in its fate […]
  • User and Subscriber Businesses: The Good, the Bad and the Ugly! May 29, 2018
    In a series of posts over the course of the last year, I argued that you can value users and subscribers at businesses, using first principles in valuation, and have used the approach to value Uber riders, Amazon Prime members and Spotify & Netflix subscribers. With each iteration, I have learned a few things about user value and ways of distinguishing […]
  • Walmart's India (Flipkart) Gambit: Growth Rebirth or Costly Facelift? May 22, 2018
    On May 9, 2018, Walmart confirmed officially what had been rumored for weeks, and announced that it would pay $16 billion to acquire a 77% stake in Flipkart, an Indian online retail firm, translating into a valuation of more than $21 billion for a firm founded just over ten years ago, with about $10,000 in […]
  • Amazon: Glimpses of Shoeless Joe? April 26, 2018
    It was just over two weeks ago that I started my posts on the FANG stocks, starting with Facebook, which I decided to buy, because I felt that notwithstanding its current pariah status, its user base was too valuable to pass by, at the prevailing market price. I then looked at Netflix, a company that […]

RSS Dr David Kass commentary

  • Highlights of Jeff Bezos Interview at Economic Club of Washington on September 13, 2018 September 15, 2018
    In this Jeff Bezos interview (1 hour and 9 minutes) the Amazon CEO quotes from Warren Buffett and explains why he bought the Washington Post which is now profitable and hiring additional staff by becoming a national and global newspaper via the Internet.  Amazon located in Seattle, Washington so they could draw from the talent […]
  • Berkshire Hathaway Bought Back Its Shares at $310,000 – $315,000 Per Share in August, 2018 September 4, 2018
    In a Berkshire Hathaway news release on July 17, 2018, Berkshire’s Board of Directors announced an amendment to its share repurchase program.  The earlier share repurchase program provided that the price paid for repurchases would not exceed a 20% premium over the then-current book value of such shares.  Under the amended plan, share repurchases can […]
  • 5 Highlights of Warren Buffett Interview on CNBC August 30, 2018 August 31, 2018
    Warren Buffett was interviewed on CNBC on August 30, 2018, his 88th birthday. The 5 highlights were: (1) Stocks are currently more attractive than fixed income or real estate.   Berkshire Hathaway is buying stocks every day including today. (2) Buffett recently purchased additional shares of Apple.  The value of an iPhone to the user far […]
  • Happy 88th Birthday, Warren Buffett! August 30, 2018
    Today is Warren Buffett’s 88th birthday.  Happy Birthday, Mr. Buffett! This blog was launched 8 years ago today on the occasion of Warren Buffett’s 80th birthday.  I hope it has been helpful to all who have visited this site. (Note: Warren Buffett will be interviewed on CNBC from 11:00 – 11:15 a.m. EST today.)  
  • Paytm Confirms Berkshire Investment, Todd Combs to Join its Board of Directors August 28, 2018
    According to the Economic Times, Paytm has confirmed Berkshire’s investment (about $300 million).  Todd Combs will be joining its board of directors.
  • Berkshire Hathaway in Talks to Acquire $300 Million Stake in India’s Paytm August 27, 2018
    According to The Economic Times, Berkshire Hathaway is in talks to acquire a $300 million stake (3-4%) in India’s Paytm.  Todd Combs is leading the transaction for Berkshire. If this deal is closed, it would represent Berkshire’s first direct investment in India.
  • Major Changes to Berkshire Hathaway’s Portfolio During 2018 Second Quarter August 14, 2018
    In an SEC 13F filing after the market closed today, Berkshire Hathaway revealed major changes to its portfolio as of June 30, 2018. The largest additions to its current holdings in its portfolio were: (1) Apple (AAPL):  + $2.5 billion (14 million shares or 5.2%) (2) Delta Airlines (DAL) : + $500 million (10 million […]
  • Warren Buffett Will No Longer Host College Students In Omaha August 14, 2018
    Warren Buffett, who will observe his 88th birthday on August 30, will no longer meet with college students in Omaha. On behalf of the University of Maryland, I wish to express my gratitude for having the opportunity to accompany our undergraduate and graduate students on trips to Omaha for private meetings with Warren Buffett on […]
  • The 6 Largest Companies by Market Capitalization Represent 20% of the S&P 500 August 10, 2018
    The six largest companies by market capitalization represent 20% of the total market capitalization of the S&P 500 of $23 trillion.  The six largest are: Apple ($1.005 Trillion), Amazon ($926 Billion), Alphabet ($880 Billion), Microsoft ($843 Billion), Facebook ($529 Billion), and Berkshire Hathaway ($518 Billion). Apple ($208.15) and Berkshire Hathaway Class B ($209.10) closed at […]

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warren buffett investment philosophy

When it comes to stocks, Berkshire Hathaway looks for wonderful companies

March 7, 2017

“Woody Allen once explained that the advantage of being bi-sexual is that it doubles your chance of finding a date on Saturday night,” Warren Buffett said in his FY2015 letter to Berkshire Hathaway. Why did the Berkshire Hathaway chairman say this? “In like manner – well, not exactly like manner – our appetite for either

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Fear is the foe of the faddist, but the friend of the fundamentalist

December 5, 2014

A Bloomberg report (Buffett Broadens Portfolio by Spending $23.9 Billion in Quarter) dated Nov 7, 2011, said that Warren Buffett’s Berkshire Hathaway Inc invested US$23.9 billion in the third-quarter, the most in at least 15 years, as he accelerated stock purchases and broadened the portfolio beyond consumer and financial-company holdings. “Buffett, 81, drew down Berkshire’s

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