Using Buffett's Favorite Ratio To Analyze His Portfolio

By Peter Mycroft Psaras: The following is an analysis of Intel (INTC) and the semiconductor industry. The analysis will use a system that I designed that is based on the ratio that Mr.

author name submits:Charlie Munger, the Vice-Chairman of Warren Buffett’s Berkshire Hathaway (BRK.A), has developed a reputation for speaking his mind on most subjects. As Warren Buffett’s partner in crime for over forty years and a billionaire in his own right, Mr. Munger doesn’t exactly have to worry about being politically correct to keep his job. And this past July, Mr.

By David Harris: What Does Berkshire’s Management Think? Warren Buffett and his business partner, Charlie Munger, never mention a specific value for Berkshire Hathaway (BRK.A), but they do give us clues from time to time.

ByEric Sprague: Introduction

author name submits:Warren Buffett’s sidekick at Berkshire Hathaway (BRK.A), Charlie Munger, has been described by Microsoft (MSFT) co-founder Bill Gates as, “The broadest thinker I’ve ever encountered.” Munger’s own personal story is one of triumph over significant adversity—at the age of 31, Munger was divorced, broke, grieving the loss of his nine

Peter Mycroft Psaras submits: Yesterday I introduced a new “back of the envelope” short cut way for the individual investor to analyze stocks on their own, using what is called Levered Free Cash Flow.

author name submits:One of the first lessons that investors can learn from studying the shared wisdom of Berkshire Hathaway (BRK.A)(BRK.B) Vice Chairman Charlie Munger is this: it is not all about the numbers. It is also about psychology, behavior, and stories.

author name submits:When I was in college at Washington & Lee, I had an English professor that often said that we don't really begin the writing process until we begin our first revision.