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Strategies & Market Trends : Value Investing

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From: Walter Bagehot5/31/2010 6:07:00 PM
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Berkshire Hathaway's holdings

I saw the latest 13F filing for Berkshire Hathaway, and notice that it has not yet been discussed here in detail since its filing date.

sec.gov

Any thoughts Buffett's current holdings? Surprises I noticed included BoA, and also what would seem to be some fairly normal cyclical investments such as UPS.

Has anyone here invested in any of his holdings, or has any critique and thought on them? I am looking at them less to copy Buffett and more to gain insight on his investment style.

Looking at Mike Burry, James Clarke and others posting 12 years ago on this post, there was a great deal of intelligent debate on the wisdom of pursuing Buffett-style investments as opposed to Graham-focussed safety.

Given the market conditions, a revival of this debate would be most interesting.
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