









Personally speaking, it would appear that Warren's most brilliant investor insight is to 'say one thing but do another' !!!





There are no bonus points for complicated investments.
The corollary is: avoid complicated business models. When reading a company's description of its business is too complicated to understand, then it's a bad company. And, a very bad investment.
HTH
Z
"Nothing sedates rationality like large doses of effortless money" ugh who hasn't learned this the hard way in the club?!





from
(snip)“In terms of simple profitability, an average investor could have done just as well investing in the stock market if they bought during the [ post Lehman Brothers - sic ] panic period,” Buffett told the Journal on Saturday. “You make your best buys when people are overwhelmingly fearful".
Of course the ordinary investor didn’t have the comfort of knowing that the Federal government would use taxpayer money to insure his deals.
As he admitted on CNBC at the time, “If I didn’t think the government was going to act, I wouldn’t be doing anything this week.”(snip)
Last edited by Melonie; 09-08-2014 at 01:07 PM.










Actually, there hasn't been ANY political discussion regarding Warren or his Berkshire Hathaway investments in this thread. My intent was to point out that Warren is an 'ultimate insider' , thus many of his insights, and arguably many of his investments, are based on situational knowledge which average investors ( as well as many professional investors ) will never be able to access.
In regard to the particular 'deal' you referenced above, arguably it was simply 'smart business' on Warren's part to load his boat with Burger King stock shares, and subsequently inject an additional $10 billion to quickly facilitate Burger King's acquisition / inversion of Tim Horton's, because the acquisition / inversion will greatly increase the resulting merged company's bottom line profits - and thus greatly increase the value of the Burger King shares which were purchased earlier.
In regard to 'saying one thing while doing another', Warren's earlier public statements in opposition to inversions effectively threw other investor groups 'off the scent', and thus dissuaded them from bidding up Burger King, Tim Horton's, or other potential inversion target company share prices, leaving Warren with a near 'exclusive' on the resulting share price gains when he / Berkshire Hathaway actively financed the Burger King acquisition / inversion deal.
And it should go without saying that Warren's / Berkshire Hathaway's ability to purchase enough shares to 'buy seats' on the company's board thus directly affecting future corporate decisions ... as well as Warren's / Berkshire Hathaway's ability to pump HUGE amounts of additional capital to allow a company to almost instantly implement newly made corporate decisions ... is what makes Warren an 'ultimate insider'.
Last edited by Melonie; 09-08-2014 at 01:09 PM.





Yeah when your the second richest man in the world..
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