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September 22, 2019

RSS Aswath Damodaran’s Musings on Markets

  • Insights on VC Pricing: Lessons from Uber, WeWork and Peloton! September 17, 2019
    As a confession, I started this post intending to write about Peloton, the next big new offering hitting markets, but I got distracted along the way. As I read the Peloton prospectus, with the descriptions of its business, its measure of total market size and its success at scaling up revenues accompanied by large losses, […]
  • Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO September 9, 2019
    In a year full of high-profile IPOs, WeWork takes center stage as it moves towards its offering date, offering a fascinating insight into corporate narratives, how and why they acquire credibility (and value) and how quickly they can lose them, if markets lose faith. When the WeWork IPO was first rumored, there was talk of the […]
  • From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak? August 28, 2019
    Last week. the Business Roundtable, composed of the CEOs of some of America’s largest companies, put out a press release that hinted at a fundamental, perhaps revolutionary, shift in corporate focus. In the statement, the CEOs seemed to be saying that corporations should be run to protect all corporate stakeholders, defined to include customers, society […]
  • Country Risk: A Mid-year 2019 Update August 13, 2019
    One of the consequences of globalization is that investors, analysts and companies can no longer stay focused on just their domestic markets, but have to also understand the risks and opportunities elsewhere in the world. When developed market companies first embarked on the journey of expanding into emerging market growth economies, investors pushed up their […]
  • Meatless Future or Vegan Delusions? The Beyond Meat Valuation June 12, 2019
    In a big year for initial public offerings (IPOs), with Uber, Lyft, Pinterest and Zoom, to name just a few, already having gone public and more companies waiting in the wings, it is ironic that it is not a tech company, but a food company, Beyond Meat, that has managed to deliver the most dazzling […]
  • Tesla's Travails: Curfew for a Corporate Teenager? June 3, 2019
    It should come as no surprise to anyone that Tesla is back in the news, though it seems to be for all of the wrong reasons. From Musk's Twitter escapades with the SEC, to talk about electric lawn blowers to concerns about a debt death spiral, the company has managed, yet again, to get in […]
  • Uber's Coming out Party: Personal Mobility Pioneer or Car Service on Steroids? April 15, 2019
    After Lyft’s IPO on March 29, 2019, it was only a matter of time before Uber threw its hat in the public market ring, and on Friday, April 12, 2019, the company filed its prospectus. It is the first time that this company, which has been in the news more frequently in the last few […]
  • Lyft Off? The First Ride Sharing IPO! March 8, 2019
    Last week, Lyft became the first of the ride sharing companies to announce plans for an initial public officering, filing its prospectus. It is definitely not going to be the last, but its fate in the market will not only determine when Uber, Didi, Ola and GrabTaxi will test public markets, but what prices they […]
  • The Perils of Investing Idol Worship: The Kraft Heinz Lessons! February 27, 2019
    On February 22, Kraft Heinz shocked investors with a trifecta of bad news in its earnings report: sub-par operating results, a mention of accounting irregularities and a massive impairment of goodwill, and followed up by cutting dividends per share almost 40%. Investors in the company reacted by selling their shares, causing the stock price to […]

RSS Dr David Kass commentary

  • Buffett protégé Tracy Britt Cool leaving Berkshire Hathaway September 19, 2019
    I am quoted in a New York Post article on Tracy Britt Cool leaving Berkshire Hathaway. “I’m very surprised she is leaving,” said Dr. David Kass, a University of Maryland professor who blogs about Warren Buffett. “She’s been there about 10 years and there is very little turnover at headquarters,” Kass said.
  • Tracy Britt Cool to Leave Berkshire Hathaway September 18, 2019
    Tracy Britt Cool, one of Warren Buffett ’s key lieutenants in recent years, is leaving Berkshire Hathaway to create a mini Berkshire of her own, as reported by the Wall Street Journal. Ms. Britt Cool joined Berkshire in 2009 at age 25 as Mr. Buffett’s financial assistant, a job he created for her. In 2014, she […]
  • 3G Capital Sold 9% of its Stake in Kraft Heinz for $713 Million September 17, 2019
    3G Capital today sold 25 million shares, or 9% of its stake, in Kraft Heinz at $28.44 per share for $713 million. Jorge Lemann bought 3.5 million shares at $28.60 for $100 million. Berkshire Hathaway remains the largest shareholder of Kraft Heinz with a 27% stake.    
  • 7 Cheap Stocks to Buy in a Pricey Market September 12, 2019
    I am quoted in this Kiplinger’s Personal Finance article:   Bank of America Getty Images MARKET VALUE: $266.5 billion DIVIDEND YIELD: 2.5% We’ve heard a lot lately about the inverted yield curve, where short-term interest rates are above long-term interest rates. This can hurt traditional banking companies, which rely on borrowing money at lower rates to lend out […]
  • Warren Buffett Describes the Important Role of Luck in his Investment Career August 31, 2019
    I am extensively quoted in this CNBC article: Warren Buffett, now 89, on a lifelong success factor that few other billionaires are willing to credit Luck’s role in success Many successes start with luck. “Having the good luck to win the ‘ovarian lottery’ is a major determinant in success in life in general — and in […]
  • Happy 89th Birthday, Warren Buffett! August 30, 2019
    Today is Warren Buffett’s 89th birthday.  Happy Birthday, Mr. Buffett! This blog was launched 9 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.
  • 7 Highlights of Brian Moynihan on CNBC August 21, 2019
    Brian Moynihan, CEO of Bank of America, was interviewed on CNBC this morning.  These are the highlights: (1) The “inverted yield curve” last week was an indication of a “flight to quality” as (foreign) investors purchased U.S. Treasuries in order to receive a positive yield. (2) The U.S consumer is doing well — spending more […]
  • 8 Highlights of David Rubenstein on CNBC August 16, 2019
    David Rubenstein was interviewed on CNBC this morning.  These are the highlights: (1) We can have a deal with China within 4 months (by December 15?). (2) We had an inverted yield curve for “10 minutes”.  In 2007 we had an inverted yield curve for 3 months. Recessions follow inverted yield curves by 300 – […]
  • Berkshire Hathaway Added to its Stake in Amazon during the Second Quarter August 14, 2019
    In an SEC 13F filing released after the market closed today, Berkshire Hathaway revealed an 11% increase ($100 million) in its stake in Amazon during the second quarter of 2019.  This stake is now valued at about $1 billion.  (Todd Combs or Ted Weschler) No other major changes were made to Berkshire’s portfolio during the […]

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RSS The Business Times – Companies & Markets

  • ST Telemedia Global Data Centres prices S$225m bonds due 2024 at 3.59% September 20, 2019
    ST Telemedia Global Data Centres (STT GDC), a Singapore-headquartered data centre provider, has priced its five-year S$225 million senior unsecured bonds due 2024 at 3.59 per cent.
  • Ezion says there won't be material impact from POSH JV's loan default September 20, 2019
    THE default on US$27.6 million worth of debt, as well as any cross defaults, by a PACC Offshore Services Holdings (POSH) joint venture (JV) has no material impact on offshore and marine group Ezion Holdings, the latter confirmed on Friday.
  • Motorola extends lease at Cromwell E-Reit's Poland property September 20, 2019
    CROMWELL European Real Estate Investment Trust (Cromwell E-Reit) on Friday announced that the lease with Motorola Solutions at its Polish property, Green Office, has been extended for another five years to 2026/2027.
  • Geopolitical tensions limit gains; STI ends flat September 20, 2019
    INVESTORS found their attentions divided by various geopolitical tensions on Friday, with the world keeping an eye on both the United States-China trade talks that resumed on Thursday and the US' possible response to the attacks on Saudi oil facilities, which it blames on Iran.
  • Singapore M&A soars 70.6% to US$88.3b in 2019 to date September 20, 2019
    MERGER and acquisitions (M&A) involving Singapore companies soared 70.6 per cent year on year to US$88.3 billion in the year to date from US$51.7 billion, making it the strongest first nine-month period on record, according to Refinitiv data.

RSS The Business Times – Stocks

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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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