The Shareholder Committee for the Future of Ferro Issues Open Letter to Shareholders of Ferro Corporation
Alternative methods have some use, but we think discounted cash flow is the most fundamentally sound way to value the conglomerate, as we discuss in the final installment of our 5-part series.
Although these three firms might be too small for Berkshire, they have great competitive advantages, and our analysts think they're cheap, too.
Lubrizol's niche market, the critical function of its products, and focus on service lead to better pricing power and stickiness, says Sanibel Captiva Trust's Pat Dorsey.
We'd like to see Buffett address future acquisitions, his take on the economy, the firm's succession plan, and more at this year's annual meeting.
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Sokol's resignation clouds Berkshire's succession plan, while his Lubrizol trades tarnish to some extent the firm's legacy of strong ethical behavior.
Warren Buffett's $9 billion deal for Lubrizol won't have a major impact on earnings and leaves plenty of ammunition remaining for more big deals, says Morningstar's Gregg Warren.
After the market runup, Berkshire's best place to deploy cash might be making investments in its capital-intensive businesses like Burlington Northern, says Morningstar's Gregg Warren.
Owning high-quality companies will be integral to achieving growth in a low-growth environment, says the Davis/Selected American manager.