Category Archives: Edgemoor Insights

50 Years of Warren Buffett at Berkshire

Tweet 2015 marks 50 years since Warren Buffett took the helm at Berkshire Hathaway and the roughly 40,000 attendees at this year’s annual meeting were in a celebratory mood.  The morning began, as usual, with a video.  The highlight of this year’s production was a hilarious bit featuring Warren Buffett as the Berkshire Bomber facing […]

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Buffett and Munger: Still at the Top of Their Game

Tweet At the largest ever Berkshire Hathaway Annual Meeting on May 3, with approximately 40,000 stockholders in attendance, Warren Buffett and Charlie Munger rose to the occasion and were at the top of their game.  Buy good companies, let their managers run them, and invest the capital they generate has been their mantra from the […]

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Smooth Sailing with Warren Buffett – Notes from Berkshire Hathaway’s Annual Meeting

Tweet The “Fasten Your Seatbelts” public announcement that the Berkshire Hathaway Annual Meeting was about to begin in Omaha’s packed convention center this past Saturday was like a plane steward’s admonition before a perfectly smooth flight.  It’s difficult to imagine how anything could be going better for Berkshire Hathaway. Warren Buffett reported that his company’s […]

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And the Beat Goes On – Notes from the Berkshire Hathaway Annual Meeting

Tweet Once again, Berkshire Hathaway’s Annual Meeting was a showcase for the best of corporate America featuring the guru of value investing, 81-year-old Warren Buffett, and his long-time partner and alter ego, 88-year-old Charlie Munger.  Five hours of answering questions from shareholders, financial analysts, and journalists, and they didn’t miss a beat. Management succession was […]

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The Appeal of Preferreds

Tweet As those who have followed our investing approach know, preferred stocks have been mainstays of our income portfolios for many years.  In today’s environment of low interest rates, including a yield of 2% on the 10-Year Treasury, the much higher yields offered by preferred stocks are particularly attractive. Fidelity recently published a detailed review […]

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