top of page
Home: Welcome
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

Search


The "new" Berkshire and Michael Burry: investment philosophies and lessons
This article looks at the investment philosophies of two companies – Berkshire Hathaway (BRK) and Michael Burry's Scion Asset Management. What ties them together is their focus on value, although the change in leadership at Berkshire is raising some concerns that Berkshire's decades-old value philosophy might be changing.

tim@emorningcoffee.com
Aug 1815 min read


Berkshire Hathaway: 2023 results and the path forward
Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.

tim@emorningcoffee.com
Feb 27, 20249 min read


Week ended Dec 1, 2023: all systems go (for now)
There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.

tim@emorningcoffee.com
Dec 2, 20238 min read


Take aways from Berkshire Hathaway’s 2023 shareholder meeting
“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s...

tim@emorningcoffee.com
May 8, 20236 min read


Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable

tim@emorningcoffee.com
Apr 15, 20234 min read


Stock repurchases (thanks Mr Buffet)
In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!

tim@emorningcoffee.com
Feb 27, 20236 min read
Home: Blog2
bottom of page