Berkshire Hathaway is an excellent choice Gareth. Well below...

Berkshire Hathaway is an excellent choice Gareth. Well below intrinsic value and with the dollar where it is (although a few months back would have been ideal, but nonetheless a wise move) its a great piece of business to pick up.

I have been reading some great articles and top books on Warren and Berkshire. An article by Carol Loomis (with whom edits his annual letters) in 1988 wrote a great piece on Warren as not only the masterful investor but an eye for business. If he had purely followed Graham (cigar butt type) rather than include qualitative thought (Munger) he would not be where he sits today.


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Read and re-read the 'Lessons for Corporate America' and 'The making of an an American Capitalist'. Truly outstanding reads!

I hope to see you at the Berkshire annual meeting!