Becky Quick stated on CNBC that Warren Buffett would not speak publicly until the Berkshire Hathaway annual meeting on May 2. Therefore, he will not explain until then why he sold some of Berkshire’s shares in Delta Airlines and Southwest Airlines on April 1 and 2. Neither will he discuss, until May 2, what purchases and sales of equities Berkshire has made during the stock market crash since February 19. Berkshire’s next SEC 13F filing, which will reveal its portfolio as of March 31, 2020, will be filed on May 15.
David I Kass
Clinical Associate Professor, Department of Finance
Ph.D., Harvard University
Robert H. Smith School of Business
4412 Van Munching Hall
University of Maryland
College Park, MD 20742-1815
Phone: 301-405-9683
Email: dkass@rhsmith.umd.edu (link sends e-mail)
Dr. David Kass has published articles in corporate finance, industrial organization, and health economics. He currently teaches Advanced Financial Management and Business Finance, and is the Faculty Champion for the Accelerated Finance Fellows. Prior to joining the faculty of the Smith School in 2004, he held senior positions with the Federal Government (Federal Trade Commission, General Accounting Office, Department of Defense, and the Bureau of Economic Analysis). Dr. Kass has recently appeared on Bloomberg TV, CNBC, PBS Nightly Business Report, Maryland Public Television, Business News Network TV (Canada), Fox TV, American Public Media's Marketplace Radio, and WYPR Radio (Baltimore), and has been quoted on numerous occasions by Bloomberg News and The Wall Street Journal, where he has primarily discussed Warren Buffett and Berkshire Hathaway. He has also launched a Smith School “Warren Buffett” blog. Dr. Kass has accompanied MBA students on trips to Omaha for private meetings with Warren Buffett, and Finance Fellows to Berkshire Hathaway’s annual meetings. He is an officer of the Harvard Business School Club of Washington, DC, and is a member of the investment and budget committees of a local nonprofit organization. Dr. Kass received a Smith School “Top 15% Teaching Award” for the 2009-2010 academic year.
Investing, Writing And Behavior With Jason Zweig - Podcast by James Osborne, CFP®, Bason Asset Management
In this episode of Fireside Markets, Loeb award winning journalist Jason Zweig of the... read more
Warren Buffett, Bill Gates and Charlie Munger talk taxes, Bitcoin and technology with FBN’s Liz Claman.
Warren Buffett, Charlie Munger and Bill Gates Interview
Watch the latest video at video.foxbusiness.com
H/T Value... read more
Mortgage rates spiked to their highest levels this week since July 2011, causing frustration among homebuyers and refinancers who were caught by surprise, as noted by Polyana da Costa... read more
Dallas Mavericks owner Mark Cuban spoke with FOX Business Network (FBN) about his thought on the Securities and Exchange Commission (SEC) and Mamma.com. Cuban said “I think the SEC... read more
Over the past dozen months or so, companies in the U.S. have significantly increased their buybacks spending, i.e., buying back their own shares.
Q2 hedge fund letters, conference, scoops etc
We... read more
With Gross Leaving PIMCO, Consider A True Alternative To Bonds by Merk Funds
With Bill Gross leaving PIMCO, all of us get inundated with sales pitches for a bond alternative.... read more
There has been increasing speculation that under Basel III regulators, i.e., The Federal Reserve, are considering raising the minimum supplementary ratio from the current proposal of 3 percent according... read more
1Q EPS estimates for Alts could be higher due to stronger portfolio returns, while Traditionals could witness a drop in EPS due to lower average AUM balances, reports Morgan... read more
The U.S. Census Bureau recently released its data on U.S. trade in goods by selected countries and world region for 2015. We built three maps to provide a proportional visualization of... read more
Is 2016 managed futures dominance a trend that is coming to an end? When beta market environments come and go, certain algorithmic trading strategies can be expected to experience... read more
