The Most Important Thing To Learn From Buffett’s Biggest Mistake
If you want to become a great investor, learn from two of Warren Buffett’s purchases – his worst and his best. Porter takes readers through the history and numbers of both.
Warren Buffett
Berkshire Hathaway: It’s Over
Warren Buffett has long warned that the growing size of his portfolio must, inevitably, begin to negatively impact his returns on invested capital. And that’s certainly occurring – though for reasons that are not obvious to most investors, Porter explains.
The Easiest Way To Become Truly Wealthy
There has never been a more powerful consumer brand that is more beloved than Coke. And it’s been a great investment… $40 invested in 1919 would have turned into more than $600,000 by now. In today’s issue, Porter explains why…
An Update On Property & Casualty Insurance
One of the largest and wealthiest communities in the U.S. has been largely destroyed, with over 15,000 structures burned across 63 square miles, an area roughly the size of Washington, D.C. In today’s Daily Journal, Porter examines how this disaster plays out across the property-and-casualty insurance industry.
How To Survive A 10-Year Bear Market?
This company became Warren Buffett’s playbook for Berkshire Hathaway. Acquire the asset at a large discount to net asset value, borrow against those assets, use the losses from the legacy business to offset gains from new acquisitions, liquidate the legacy business… and profit massively as the new company grows.
A Lost Decade
Equity prices are at multi-decade highs. As such, Porter predicts, it will take at least a decade for many of today’s S&P 500 members to “grow” into their current valuations.
Heeding Buffett’s Warning
Fifty-five years ago, Warren Buffett announced his retirement. In 1969, the legendary investor felt he could no longer generate the 30% returns he had been generating. Then things changed…
How Not to Lose $1.6 Million a Day
Financial history is littered with tales of foolish cash management that have destroyed trillions in shareholder value. Entrepreneur Michael Saylor has pioneered a strategy that could revolutionize corporate financial management and help companies avoid those costly mistakes.
Worldly Wisdom From a Great Investor
This holiday weekend, we’re honoring one of the all-time investing greats by re-publishing a slightly condensed version of a speech Charlie Munger gave at the University of Southern California Marshall School of Business in 1994 – along with commentary from our own expert team.
Buffett Is Hoarding Cash
Whenever Warren Buffett sees bad times approaching, he raises a pile of cash and then deploys it on exceptional companies. It’s an approach that has much to teach investors when we carefully examine his historical sells and major buys.