Article Archive: Commentary

Title Collection Author Date
One Risk You Can Control: Bad Timing Commentary Haywood Kelly, CFA 11/19/14
Why You Should Be a Risk-Taker Commentary Jason Stipp 11/17/14
Berkshire Likes Express Scripts--and So Do We Commentary Greggory Warren, CFA 11/14/14
What Does Buffett See in Batteries? Commentary Greggory Warren, CFA 11/13/14
Investment Losses Overshadow Berkshire's Third-Quarter Results Commentary Greggory Warren, CFA 11/07/14
Alibaba’s Results Reinforce Our Wide Moat Rating Commentary R.J. Hottovy, CFA 11/04/14
Investor Jitters Could Create Facebook Buying Opportunity Commentary Rick Summer, CFA, CPA 10/29/14
Twitter Shares Still Too Pricey Commentary Rick Summer, CFA, CPA 10/28/14
Death of Active? Commentary Jeffrey Ptak, CFA 10/26/14
Amazon's Wide Moat Intact, but Capital-Allocation Questions Intensify Commentary R.J. Hottovy, CFA 10/24/14
Solid Quarter for Microsoft, But Shares Fairly Valued Commentary Norman Young 10/24/14
Caterpillar Unearths Another Upbeat Earnings Report Commentary Kwame Webb, CFA 10/23/14
Undervalued Coke Shares May Be Worth a Sip Commentary Adam Fleck, CFA 10/21/14
Slow Turnaround for Fast Food Giant McDonald’s Commentary R.J. Hottovy, CFA 10/21/14
Chipotle Continues to Impress Commentary R.J. Hottovy, CFA 10/21/14
Apple: Likely to Lift Fair Value Commentary Brian Colello, CPA 10/20/14
Right Direction, But Tougher Road Ahead for IBM Commentary Rick Summer, CFA, CPA 10/20/14
The Global Financial Cycle: Where Are We Now? Commentary Francisco Torralba, Ph.D., CFA 10/18/14
GE Reports Solid Profitability Gains Commentary Barbara Noverini 10/17/14
Google: Slowing Growth, Higher Expenses No Cause for Alarm Commentary Rick Summer, CFA, CPA 10/17/14
EBay: Marketplaces Volume and Margins Raise Concerns Commentary R.J. Hottovy, CFA 10/16/14
Netflix's Third-Quarter Subscriber Growth Disappoints Commentary Peter Wahlstrom, CFA 10/15/14
Citi’s Simplification Not Driving Growth Commentary Jim Sinegal 10/14/14
Wells Fargo Deepens Its Funding Moat Commentary Jim Sinegal 10/14/14
Cost Management Will Be Key for JPMorgan Valuation Commentary Jim Sinegal 10/14/14
Led by Drug Sales, J&J Posts Solid Third Quarter Commentary Damien Conover, CFA 10/14/14
What Gross Hire Could Mean for Janus Commentary Greggory Warren, CFA 10/06/14
Lowering Our Allianz Fair Value Commentary Vincent Lui, CFA 10/06/14
HP Split the Right Move Commentary Peter Wahlstrom, CFA 10/06/14
Berkshire’s Entrance Won’t Radically Alter Dealership Landscape Commentary David Whiston, CFA, CPA, CFE 10/02/14
Planes, Trains, and Automobiles: Buffett Adds Car Dealership to Berkshire's Collection Commentary Greggory Warren, CFA 10/02/14
PayPal Spin-Off Won’t Dent eBay’s Moat Commentary R.J. Hottovy, CFA 09/30/14
PIMCO Outflows Will Hurt Allianz Commentary Vincent Lui, CFA 09/26/14
Gross a Coup for Janus Commentary Greggory Warren, CFA 09/26/14
Alibaba Proceeds Not a Cure-All for Yahoo Commentary Rick Summer, CFA, CPA 09/18/14
Innovation Mojo Boosts Apple’s Fair Value Commentary Brian Colello, CPA 09/10/14
Why Apple Pay and PayPal Could Be 'Frenemies' Commentary R.J. Hottovy, CFA 09/09/14
What Apple’s Payments Play Means for Credit Cards Commentary Jim Sinegal 09/09/14
A Birthday Gift Buffett Would Truly Appreciate Commentary Jeremy Glaser 08/30/14
Don't Be Scared of Rising Interest Rates Commentary David Falkof 08/24/14
Bank of America Settlement Not the End Commentary Jim Sinegal 08/21/14
More Work, But Plenty of Opportunity Ahead for HP Commentary Peter Wahlstrom, CFA 08/21/14
A Few Picks to Tide Over the Bargain-Hunters Commentary Jason Stipp 08/17/14
Wal-Mart Shares Look Undervalued Commentary Ken Perkins 08/14/14
Despite Headwinds, Cisco Still Dominant Commentary Michael Hodel, CFA 08/14/14
Kinder More Valuable Together Than Apart Commentary Jason Stevens 08/13/14
Congrats, Mr. Kinder, You Solved the Growth Problem Commentary Jason Stevens 08/11/14
Walgreen Moves No Game Changer; Shares Still Not Compelling Commentary Vishnu Lekraj 08/06/14
'Frozen' Heats Up Disney's Third Quarter; Shares Fairly Valued Commentary Neil Macker, CFA 08/06/14
Regulatory Rebuke for Big Banks Commentary Jim Sinegal 08/05/14