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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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4688Warren Buffett breaks down how he would invest if he had to start again with $1 Harshu Vyas-May 8
4687Thank you E_K_S I was looking for 2024 and see someone posted it. Well worth aRiskmgmt-February 27
4686Lol. Yes it is and that’s what I was looking for. Thank you, greatly appreciateRiskmgmt-February 26
4685This one's a bit fresher: berkshirehathaway.comS. maltophilia-February 26
4684 Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders berE_K_S-February 26
4683Does anyone have Buffett’s letter to shareholders that was released on Saturday Riskmgmt-February 26
4682Berkshire Cuts Stake In Apple And Paramount, Dumps DR Horton, Adds To Energy GiaE_K_S1February 14
4681Thank you so much for your post. I can't help but feel it's an end of aSisyphus211/29/2023
4680Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at agGlenn Petersen111/28/2023
4679I'm so stupid sometimes... I understand the business better now and it'Harshu Vyas-11/17/2023
4678Expedia - clear Buffett stock. Low capex, high ROIC, strong earning power... Harshu Vyas-8/31/2023
4677Hi Sean, Similar thesis to yours - eventually, I feel, consumers will forgive. Harshu Vyas-8/24/2023
4676RE: BUD I have also been thinking about BUD as I think they will eventually recSean Collett-8/24/2023
4675Bought even more - now over 70% of my portfolio. A good company at a foolish valHarshu Vyas-8/24/2023
4674FWIW, I consider NVR to be outstanding company with extremely capable, shareholdSisyphus18/16/2023
4673Buffett's given the go-ahead regarding homebuilders. Hmm... the start of a nHarshu Vyas-8/14/2023
4672For the record, WBD is the second largest position in my portfolio. A clear to-Harshu Vyas-8/9/2023
4671WBD - Warner Brothers Discovery A Buffett stock? Think about all of the massiveHarshu Vyas16/15/2023
4670Transcript of Buffett interview with Nikkei Asia asia.nikkei.comndxcharm-4/12/2023
4669Buffett interview on CNBC by topics. Haven't seen the full length interviewndxcharm-4/12/2023
4668Warren's 2022 letter is out. Loved the way he concludes the letter: "ndxcharm-2/25/2023
4667Markets have always been about gambling so I disagree with Mr. Buffet. Maybe thiVic J-1/29/2023
4666Dr. Burry Case studies, but no spreadsheet. Some action of trades. Good read.Oddbird-1/7/2023
4665Hi, Does anyone by chance have the old spreadsheet Dr. Burry had created & Iron Mick-1/2/2023
4664New minimum tax could hit Berkshire Hathaway and Amazon hardest, study shows PuGlenn Petersen19/26/2022
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