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January 17, 2019

RSS Aswath Damodaran’s Musings on Markets

  • Back to Class: A Teaching Manifesto! January 11, 2019
    I am convinced that each of us is granted moments of grace, where, if we are open to the possibility, we find out what we are meant to do with our lives. For me, one of those moments occurred in the second year of my MBA program at UCLA, when, cash poor, I decided to […]
  • January 2019 Data Update 3: Playing the Numbers Game! January 9, 2019
    Every year, for the last three decades, I have spent the first week of the year, looking at numbers. Specifically, as the calendar year ends, I download raw data on individual companies and try to decipher trends and patterns in the data. Over the years, the raw data has become more easily accessible and richer, […]
  • January 2019 Data Update 2: The Message from Bond Markets! January 7, 2019
    I must admit that I don't pay as much attention to fixed income markets, as I do to equity markets, other than to use numbers from the markets as inputs when I value companies or look at equity markets. This year, I decided to look at bond market movements, both in the sovereign bond and […]
  • January 2019 Data Update 1: A reminder that equities are risky, in case you forgot! January 3, 2019
    In bull markets, investors, both professional and amateur, often pay lip service to the notion of risk, but blithely ignore its relevance in both asset allocation and stock selection, convinced that every dip in stock prices is a buying opportunity, and soothed by bromides that stocks always win in the long term. It is therefore […]
  • Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices! December 7, 2018
    The title of this post is not original and draws from Nate Silver's book on why so many predictions in politics, sports and economics fail. It reflects the skepticism with which I view many 'can't fail" predictors of economic growth or stock markets, since they tend to have horrendous track records. Over the last few […]
  • Investing Whiplash: Looking for Closure with Apple and Amazon! December 3, 2018
    In September, I took a look, in a series of posts, at two companies that had crested the trillion dollar market cap mark, Apple and Amazon, and concluded that series with a post where I argued that both companies were over valued. I also mentioned that I was selling short on both stocks, Amazon for […]
  • The GE End Game: Bataan Death March or Turnaround Play? November 14, 2018
    It seems like ancient history, but it was just 2001, when GE was the most valuable company in the world, commanding a market capitalization in excess of $500 billion. The quintessential conglomerate, with a presence in almost every part of the global economy, it seemed to have been built to withstand economic shocks and was […]
  • An October Surprise? Making Sense of the Market Mayhem! October 29, 2018
    I don't know what it is about October that spooks markets, but it certainly feels like big market corrections happen in the month. As stocks have gone through contortions this month, more down than up, like many of you, I have been looking at my portfolio, wondering whether this is the crash that the market […]
  • High and higher: The Money in Marijuana! October 16, 2018
    In 1992, when Bill Clinton was running for president of the United States, and was asked whether he had ever smoked marijuana, he responded that he had, but that he did not inhale, reflecting the fear that being viewed as a weed-smoker would lay low his presidential ambitions. How times have changed! Today, smoking marijuana […]

RSS Dr David Kass commentary

  • 5 Largest Companies by Market Capitalization January 8, 2019
    As of the market close on January 7, 2019, the five largest companies by market capitalization are: (1) Amazon – $797 billion (2) Microsoft – $784 billion (3) Alphabet (Google) – $746 billion (4) Apple – $702 billion (5) Berkshire Hathaway – $485 billion
  • Happy 95th Birthday, Charlie Munger! January 1, 2019
    Today is Berkshire Hathaway’s Vice Chairman Charlie Munger’s 95th birthday.  Happy Birthday, Charlie! (Berkshire Hathaway Chairman Warren Buffett is 88.) Happy New Year Everyone!
  • The Outlook For Technology Stocks December 27, 2018
    I am quoted in The Washington Post on “Tech Stocks Have Sold Off Sharply — Is It a Blip or Something More?”  “Momentum builds going up and it could suddenly build in the other direction,” said David Kass, a finance professor at the University of Maryland. He argued, however, that most of the sell reflects anxiety […]
  • Corporate Tax Cuts and Stock Buybacks December 15, 2018
    I am quoted in The Washington Post on corporate tax cuts and stock buybacks. “The tax cut was very worthwhile for business,” said David Kass, finance professor at the University of Maryland.  
  • Stocks To Watch In 2019 December 13, 2018
    I was interviewed in this Smith Brain Trust (University of Maryland) article on the 2019 outlook for the economy and stocks. THESE COMPANIES ARE POISED FOR EXCITEMENT IN 2019 Dec 10, 2018 Finance SMITH BRAIN TRUST – Like the big man in the North Pole, Maryland Smith’s David Kass spends the waning weeks of the year making a list […]
  • Microsoft Replaces Apple as Most Valuable Company December 5, 2018
    I am quoted in the Washington Post (December 2, 2018): “Technology and capitalism take their toll, said David Kass, finance professor at the University of Maryland. “Of the original 12 stocks in the Dow Jones industrial average in 1896, only General Electric survives today — just barely,” Kass said. And in time, “Apple and Microsoft […]
  • Berkshire Invests $14 billion in Stocks in Third Quarter November 14, 2018
    In an SEC 13F filing after the market closed today, Berkshire Hathaway revealed a net increase of $14 billion in its common stock portfolio during the third quarter of 2018.  This is the largest quarterly increase in its common stock investments in many years. These increases, primarily in the banking sector, were: (1) Bank of […]
  • 5 Highlights of Berkshire Hathaway’s Third Quarter Report for 2018 November 3, 2018
    Berkshire Hathaway today released its Form 10-Q for the third quarter of 2018. Five highlights during the third quarter were: (1) Berkshire’s operating earnings increased by 100% as compared to the third quarter of 2017. (2) Berkshire repurchased $928 million of its stock, indicating that both Warren Buffett and Charlie Munger conclude that Berkshire’s current […]
  • Dividends and “Widow and Orphan Stocks” November 2, 2018
    I am quoted in “Why GE’s Penny Dividend Signals a Sad Turn for Widow and Orphan Stocks”  that is likely to appear in the Business Section of the Washington Post on Sunday, November 4: “Widow and orphan stocks were designated as such for their safety and income,” said David Kass, a finance professor at the […]

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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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