• Is Berkshire Hathaway a victim of its own success?

    Tim Kelley
    October 19, 2016

    There is no debate about the long term investment success delivered by Berkshire Hathaway.  Since 1965, compound growth in per-share book value of Berkshire has far outstripped growth delivered by an investment in the S&P500 Index, resulting in an exceptional long term investment experience for Berkshire’s owners. Continue…

    by Tim Kelley Posted in Market commentary.
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  • Active vs Index Investing

    Tim Kelley
    October 10, 2016

    Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. Continue…

    by Tim Kelley Posted in Editor's Pick, Market commentary.
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  • Don’t let Brexit rush you to the exit

    Roger Montgomery
    July 4, 2016

    As I write this column, the UK has voted to leave the European Union. According to relatives of members of my team living in London, Britons on the Tube are telling Eastern Europeans, “Time to pack your bags”.  The Dow is down over 5 per cent, Spain is down 12 per cent and some individual shares have fallen by more than 20 per cent. Continue…

    by Roger Montgomery Posted in Global markets.
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