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Jeff Matthews Is Not Making This Up
Jeff Matthews Is Not Making This Up (jeffmatthewsisnotmakingthisup.blogspot.com) has great Warren Buffett news, photos, videos and more
Monday, Jan 25
What I Learned Writing a Book about Warren Buffett: Part I
No, Charlie Munger—Berkshire Hathaway’s acerbic Vice-Chairman and the business partner without whom Warren Buffett would not have created Berkshire as we know it—is not in attendance, although Buffett will make up for Munger’s absence in a particularly Buffett-like manner.
Friday, Jan 15
Think For Yourself Part II—Goldman 8, Public Zero…The Lesson of Bare Escentuals
The second reason for the radio silence is we’re gearing up to participate in Bloomberg Television’s coverage of the mini-Berkshire Hathaway shareholder meeting next week, at which Berkshire shareholders will be voting to do something Warren Buffett swore would never happen under h...
Monday, Jan 4
New Year’s Resolution: Think For Yourself
Now, the real lesson here is not, to be clear, that a Famous Strategist could be dead wrong—like, 99% wrong—and that Warren Buffett, who would eventually turn a profit on his Goldman Sachs investment, is usually, eventually, right.
Friday, Dec 18
The Meredith Whitney Memorial NotMakingThisUp Trivia Quiz
Witness the dramatic drop in Whitney's 2011 numbers from the amusingly precise $24.04 per share—we’re talking about a financial enterprise with a trillion dollars in assets: not even Warren Buffett has a clue what 2011 will look like, let alone Meredith Whitney—to the equally ridiculo...
Sunday, Dec 13
Opinion: HarperCollins & Friends: In the Footsteps of Dinosaurs
And indeed it did—although certainly nothing like the English version of our journey to the heart of Berkshire Hathaway. Last year alone, 275,000 new books were published in the United States alone. (That’s 5,288 a week, for those of you who think you might want to write a book some day.)
Friday, Dec 4
The NotMakingThisUp Interview with Alice Schroeder
However, I came out thinking Buffett the Investor may not need to be replaced—because the investment portfolio is so minor relative to the businesses Berkshire now owns—while Buffett the Manager can’t be replaced for the simple reason that nearly all those Berkshire companies are run...
Tuesday, Nov 10
Why Buffett Finished Off Burlington: It’s the Inventories, Stupid
No wonder Warren Buffett decided the time was right to buy the rest of Burlington Northern: there’s going to be a lot of—to be technical again—stuff that will be getting moved around in the next twelve months. It's the inventories. Jeff Matthews I Am Not Making This Up
Friday, Aug 14
The Opportunity Cost of Thinking like Everyone Else
Now, if Lubrizol management had decided to “get back into a share repurchase mode” during the early March 2009 market panic, with its stock trading briefly at $25 a share, just below 4.5-times trailing EBITDA, we’d be nominating Lubrizol’s Treasurer for a spot in the Warren Buffett panth...
Sunday, Jul 19
Nobel Freakonomics, Part III: Playing the Race Card—Must We?
So if, by pretending to be a disappointed fan, our would-be Matalin/Carville was hoping to stop further writing in these virtual pages on Paul Krugman, healthcare reform, Terminal 4 at JFK, Warren Buffett or even the Arctic Monkeys, he will be sorely disappointed.
Saturday, Jul 4
The Oracle Speaks; William Blair Listens
Warren Buffett: —Berkshire Hathaway Shareholder Meeting, May 2, 2009 So Andrew Ross Sorkin asked, and Warren Buffett responded to, one of the better questions asked at this year’s Berkshire Hathaway shareholder meeting. The reason? “News of Buffett Sale.”
Thursday, May 28
‘Woodstock for Capitalists’ Concluded: “The Edge of Death” and Other Matters
Warren Buffett loved his Triple-A credit rating. Here’s how Buffett explained it: One Industry Not to Expect Warren Buffett to Buy Into For Buffett and Munger not to know a lot about a business…well, that’s one business not to expect Buffett and Munger to buy into any time soon.
Monday, May 18
“Woodstock” Part 6: One Last, Good Question Asked; One Put-Down Given; and One Mystery Revealed
The irony was supreme, given that Sears happens to be the Berkshire-like investment vehicle for Sears Chairman and hedge fund ace Eddie Lampert, …without, of course, the good businesses, clean balance sheet, and 44 year track record of Berkshire and its Chairman and former hedge fund a...
Thursday, Apr 30
Breaking a Rule for Peter Buffett, and We Hope Neil Young Doesn't Mind
Warren Buffett’s son, Peter, will be returning to his hometown for an evening of ‘Concert and Conversation’ at The Rose theater. All proceeds from ticket sales are going toward the Omaha-based foundation, Kent Bellows Studio and Center for the Visual Arts.
Tuesday, Mar 31
Final Day: Submit Questions for the Buffett Top Ten List!
As John Lennon might have written, Warren Buffett was in the news today, oh boy. Two weeks ago came the first ratings downgrade in Berkshire’s modern era, with Fitch unceremoniously replacing Buffett’s cherished Triple-A with a mere Double-A.
Friday, Feb 27
Top Ten Questions We’d Like to Hear Warren Buffett Asked at the Berkshire Annual Meeting
Well, Warren agrees with us! In our book, “Pilgrimage to Warren Buffett’s Omaha,” we pointed out that Berkshire Hathaway’s annual shareholder meeting is no longer mainly about Berkshire Hathaway. And Buffett, it turns out, agrees.
Saturday, Feb 7
Stimulus Part II: Fiscal Katrina on Its Way…Warren Buffett for Spending Czar?
Today, I signed the American Recovery and Reinvestment Act into law. Unless, however, that “team of managers” consists of two people, Berkshire Hathaway Chairman Warren Buffett and his equally penurious Vice Chairman, Charlie Munger, well, good luck with that, as they say.
Tuesday, Feb 3
Stimulus Plan Part I: What Would Sears Do?
We have written on these virtual pages, and in a chapter titled “What Would Warren Do?” in “Pilgrimage to Warren Buffett’s Omaha,” about the fact that most of the questions asked by shareholders at Berkshire Hathaway’s famous shareholder meeting—the “Woodstock for Capitalists” of wh...
Saturday, Nov 22
Is Buffett Worried? Part II: “It’s Not Personal, Sonny.”
Finally, Berkshire Looks Undervalued By ANDREW BARY The culprit in Berkshire Hathaway’s recent fall from grace—at least in the credit default swap market—may just be the very firm Warren Buffett himself invested in just two months ago. That firm would be Goldman Sachs.
Thursday, Nov 20
Is Buffett Worried? No, but Somebody Is
Warren Buffett professes never to worry about a position, even if it’s down 50%. After all, who knows more about Berkshire than Warren Buffett? Which begs the question, who is buying credit default swaps in Berkshire Hathaway, and why?
Friday, Nov 14
Jamie Dimon for Treasury?
Now, this idea actually has a shot—Dimon has been giving advice to Obama himself; consequently, Dimon's name has been tossed around as a candidate for Treasury, along with one even bigger name: Warren Buffett. Now, my dog Charles will be Treasury Secretary before Warren Buffett.
