A really useful Monte Carlo analysis of Berkshire Hathaway's holdings.

Quoted: Monte Carlo Analysis of Major Berkshire Hathaway Holdings. - Geoff Considine (Quantext) submits: In the process of analyzing a range of portfolios with Monte Carlo analysis using the Quantext Portfolio Planner [QPP], I decided to see how Berkshire Hathaway’s (NYSE: BRK-A - News) (NYSE: BRK-B - News) equity holdings would look. Quantext Portfolio Planner uses historical market data on a portfolio to generate forward-looking simulations of probable future risk and return on a portfolio.

Ajit Jain is considered to be a top-runner to replace Warren Buffett when he passes away. This is a great Bloomberg article on of the "guys behind the guy."

This is definitely one of the best snubs I have seen -

Quoted: ``It is undoubtedly the case that any disappointment I have caused you by declining the interview is far less than the disappointment I would have caused you by granting it.''

Quoted: Public filings tell us what the Oracle of Omaha's company is buying.

You have to scroll down more than half-way in the newsletter to see it but Chris Mayer has done a little write-up of this year's Berkshire Hathaway shareholders' meeting in Omaha.

Quoted: "What does Buffett, a long-time newspaper investor think? Buffett thinks the current woes are part of a longer-term trend that is not likely to reverse. And valuations on newspaper stocks don't reflect this."

Every year, Warren Buffett's annual letter to shareholders is awaited eagerly by value investors everywhere. This year's was just posted.

Sumit was eyeing my new copy of this book enviously. This is where I bought it from. Started reading it this morning and it is very well done. Everybody investor should want this.