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Strategies & Market Trends
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
This thread is to propose and discuss stocks in which
Warren Buffett may invest. The world's greatest investor
deserves study and discussion.

There is a new book out called "Buffettology," by his
ex-daughter-in-law. Preferably, contributors here will have
read this book, and be prepared to discuss/defend their
picks in the context of Buffett's methods. Stocks in which
he has already invested may be submitted to analysis.
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4681Thank you so much for your post. I can't help but feel it's an end of aSisyphus1Wednesday
4680Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at agGlenn Petersen1Tuesday
4679I'm so stupid sometimes... I understand the business better now and it'Harshu Vyas-November 17
4678Expedia - clear Buffett stock. Low capex, high ROIC, strong earning power... Harshu Vyas-August 31
4677Hi Sean, Similar thesis to yours - eventually, I feel, consumers will forgive. Harshu Vyas-August 24
4676RE: BUD I have also been thinking about BUD as I think they will eventually recSean Collett-August 24
4675Bought even more - now over 70% of my portfolio. A good company at a foolish valHarshu Vyas-August 24
4674FWIW, I consider NVR to be outstanding company with extremely capable, shareholdSisyphus1August 16
4673Buffett's given the go-ahead regarding homebuilders. Hmm... the start of a nHarshu Vyas-August 14
4672For the record, WBD is the second largest position in my portfolio. A clear to-Harshu Vyas-August 9
4671WBD - Warner Brothers Discovery A Buffett stock? Think about all of the massiveHarshu Vyas1June 15
4670Transcript of Buffett interview with Nikkei Asia asia.nikkei.comndxcharm-April 12
4669Buffett interview on CNBC by topics. Haven't seen the full length interviewndxcharm-April 12
4668Warren's 2022 letter is out. Loved the way he concludes the letter: "ndxcharm-February 25
4667Markets have always been about gambling so I disagree with Mr. Buffet. Maybe thiVic J-January 29
4666Dr. Burry Case studies, but no spreadsheet. Some action of trades. Good read.Oddbird-January 7
4665Hi, Does anyone by chance have the old spreadsheet Dr. Burry had created & Iron Mick-January 2
4664New minimum tax could hit Berkshire Hathaway and Amazon hardest, study shows PuGlenn Petersen19/26/2022
4663Anybody here adding at these levels? Stock maybe again in Berkshire buying ranPaul Senior16/28/2022
4662Buffett Says Markets Have Become a ‘Gambling Parlor’ At the Berkshire Hathaway Sr K-5/1/2022
4661Question regarding Berkshire Annual Meeting: Does anyone know about the "iHarshu Vyas-5/4/2021
4660Thanks! Yes, sounds familiar. Interesting that he was less risk averse with own petal-3/11/2021
4659I'm not too sure, but if I believe he bought some small stocks for his own pJohnCC-3/11/2021
4658Just dropping in for some help. Looking for info on Buff did after closing the ppetal-1/15/2021
4657Berkshire Hathaway sells part of its holding on Davita in connection with the DVCarey Thompson-9/23/2020
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