Warren Buffett Archive

Josh Brown: “Valuation Is Junk Science”, MJ: The Hangover, DIS Earnings

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Posted by Greg Feirman  ·  Comments Off on Josh Brown: “Valuation Is Junk Science”, MJ: The Hangover, DIS Earnings

Extreme Speculative Behavior and Valuation, Historic Insider Selling, PG As A Contrarian Play

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The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings

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Posted by Greg Feirman  ·  Comments Off on The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings

The Rotation From Growth To Value Continues, Buffett’s 3Q Moves, Japan & TSLA

November 17, 2020  ·  Category: Bonds, Interest Rates, Japan, Market Commentary, TSLA, Warren Buffett
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
Posted by Greg Feirman  ·  Comments Off on The Rotation From Growth To Value Continues, Buffett’s 3Q Moves, Japan & TSLA

The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini

Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
Posted by Greg Feirman  ·  Comments Off on The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini

Confessions of a Frustrated Fund Manager

NOTE: Every week or two I write a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
Posted by Greg Feirman  ·  Comments Off on Confessions of a Frustrated Fund Manager

Living On Borrowed Time

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
Posted by Greg Feirman  ·  Comments Off on Living On Borrowed Time

The Loser’s Strategy

NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
Posted by Greg Feirman  ·  Comments Off on The Loser’s Strategy

Buffett Receives Subpoena To Testify On Credit Rating Agencies Tomorrow

When Warren Buffett testifies before the Financial Crisis Inquiry Commission Wednesday, it will be because he was subpoenaed.  If you don't know how a subpoena works, this one begins with capital letters, "YOU ARE HEREBY ...
Posted by Greg Feirman  ·  Comments Off on Buffett Receives Subpoena To Testify On Credit Rating Agencies Tomorrow

Buffett Biographer Schroeder Rips Buffett, Annual Meeting

Alice Schroeder, author of the recent biography The Snowball: Warren Buffett And The Business of Life (2008), harshly criticized Buffett and the annual meeting on two counts in a piece yesterday for Bloomberg: "Buffett Turns Into ...
Posted by Greg Feirman  ·  Comments Off on Buffett Biographer Schroeder Rips Buffett, Annual Meeting