Valuentum Exclusive Analysis for the Discerning Investor

Berkshire Hathaway Gets Ready to Put Part of Its Large Cash Pile to Use
Image Source: Fortune Live Media. We continue to like BRK.B as a quality capital appreciation idea and maintain Berkshire Hathaway Class B shares as a top holding in our simulated Best Ideas Newsletter portfolio.

Aug 5, 2019

Markets Crumbling Under Trade War
Just a reminder to lock in the Exclusive today. The price of the publication will go up tomorrow. The Exclusive highlights an income idea, a capital-appreciation idea, and a short idea each month. It is limited to 1,000 subscribers. Learn more here.

Jul 17, 2019

Wells Fargo Showing Damage from Scandals
Image Source: Mike Mozart. Wells might be leaking core deposits as compared to peers and paying up for interest earning deposits.

May 6, 2019

Berkshire's Buybacks, More Earnings Reports
In alphabetical order by ticker symbol: ANET, ATVI, BRK.B, CHD, DWDP, DNKN, GILD, HBI, K, TEVA.

May 2, 2019

Occidental Petroleum, Backed by Buffett’s Financial Firepower, Makes a Go At Anadarko Petroleum in an Affront to Chevron
Image Source: Occidental Petroleum Corp -- IR presentation. The bidding war over Anadarko Petroleum is heating up with Warren Buffett’s Berkshire Hathaway offering to invest $10.0 billion in a new 8% preferred issue from Occidental Petroleum, along with warrants to purchase up to 80 million shares of OXY at $62.50, if the energy company successfully acquires Anadarko. Occidental is bidding against Chevron because both firms want Anadarko’s Permian Basin acreage, but the leverage Occidental would take on the fund the deal would be extremely onerous in our view.

Mar 1, 2019

Part III: Buffett’s Letter to Berkshire Shareholders
Part III of our analysis of Buffett’s Letter to Berkshire Shareholders emphasizes the importance of companies buying back stock at prices below estimated intrinsic value. We talk about how the Oracle thinks about his excess cash, and why he always seems to be there ready to bail out trouble when the financial markets head south. His thoughts on the market are included, too.

Feb 26, 2019

Part II: Buffett’s 2018 Letter to Berkshire Shareholders
Part I of this multi-part series focused on Warren Buffett’s transition away from what we consider arbitrary book value and how the Oracle of Omaha thinks about share buybacks. Let’s dig further into his letter in Part II.

Feb 24, 2019

Part I: Berkshire’s 2018 Shareholder Letter Does Not Disappoint
Warren Buffett was on point in his most recent letter to Berkshire Hathaway shareholders. The company remains one of our favorite ideas in the Best Ideas Newsletter portfolio.

Feb 14, 2019

Changes to the Newsletter Portfolios (Best Ideas & Dividend Growth)
Image shown: In our December 26 note to members, we moved the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolio to "fully invested" from a cash "allocation" of 30% and 20%, respectively at the high end of the range. It has worked out wonderfully as we keep our finger on the put option trigger in case price-agnostic trading and heightened volatility rears its ugly ahead again, as it did in December 2018.

Oct 8, 2018

Best Ideas Newsletter Portfolio Not Bad Thus Far in 2018
Part of what we take pride in at Valuentum is telling things how they are. If things are going great, we let you know. If things aren’t going as good as they could be, we don’t hold back. In the year of crypto and cannabis, 2018 hasn’t been the best year for the simulated Best Ideas Newsletter portfolio, but it hasn’t been bad either.

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Valuentum Exclusive Analysis for the Discerning Investor