Monthly Archive: January 2015
Summary Berkshire Hathaway’s Todd Combs and Ted Weschler appear to have underperformed the S&P 500 in 2014. Combs and Weschler’s largest investments, DirecTV and DaVita, outperformed the S&P 500. Many of Combs and Weschler’s...
I am quoted in a Wall Street Journal article on Berkshire Hathaway’s labor problems at NetJets: “Perhaps this is standard posturing between labor and management, but it does appear to be getting more contentious,”...
The S&P 500 rose 11.4% in 2014, with a total return (including dividends) of 13.7%. After outperforming the S&P 500 and Warren Buffett in both 2012 and 2013, did Todd Combs and Ted Weschler...