Over the weekend Omaha again became the centre of capitalism. Tens of thousands of shareholders from around the globe on Saturday for the annual meeting of Warren Buffett's Berkshire Hathaway.The biggest draw was again the marathon question-and-answer session with Mr. Buffett and Charles T. Munger, Berkshire's vice chairman, about everything... Show More
The Federal Reserve's recent about-face on interest rates – holding the federal funds target rate range to 2.25% to 2.50% following some very rocky markets and modest inflation at the end of 2018 – has created some significant implications for investors. Not only did the Fed's closely watched "dot plot" change... Show More
In prior years, when we have reviewed Warren Buffett’s annual letter to shareholders, we have noted the unique structure of Berkshire Hathaway (“Berkshire”) and stressed its importance in facilitating the self-funding of its growth. Show More
Over the weekend, Berkshire Hathaway released Warren Buffett’s annual letter to investors. There’s little doubt in my mind that this is the single most widely read piece of financial content in the world each year. This is now the seventh time I’ve read it at release, and roughly the 40th... Show More
It’s rare to see investors agree on a topic, but when Livewire recently reached out to Roger Montgomery, Ben Rundle, and Jason Teh to find out which ‘super investor’ had influenced them the most, they all agreed: Charlie Munger. Perhaps this shouldn’t be so surprising, given Munger’s influence over his... Show More
We’ve heard a lot from investors around the world about late-cycle investing in recent times. The consensus tells us that the end of the bull market is not too far away, but not absolutely imminent. But what does the world’s greatest investor have to say on the matter? Show More
NAOS Asset Management attended the 2018 Berkshire Hathaway Annual Shareholders Meeting on Saturday, May 5 in Omaha, Nebraska. During the 6 hour meeting, Warren Buffett and Charlie Munger answered questions from journalists, analysts and shareholders, of which 40,000 were in attendance. Five of most important themes from the meeting in... Show More
Berkshire Hathaway held its AGM in Omaha, Nebraska in the early hours of Sunday morning local time. The annual ‘Woodstock for capitalists’ continues to draw huge crowds hoping to hear the wisdom and wit of two of the world’s great investors. Show More
There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results like Vocus. Or ones like Boral, where management convinced the market the outlook is bright despite a weak performance in key parts of the... Show More
The various challenges facing the healthcare sector today have been brought to light recently with media headlines highlighting the pressures at play in a very competitive industry. The cost of healthcare in the US is a key challenge for providers and consumers of healthcare, where we have seen companies such... Show More