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#253: Is Buffett still value?

#253: Is Buffett still value?

WorldWide Markets with Simon Brown · JustOneLap.com

March 8, 201722m 58s

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Show Notes

Simon Shares
  • Metrofile* (JSE code: MFL) results were modest but the dividend was up 18% at 13c and core operations also increased 18%.
  • You can now buy shares in the South African Reserve Bank! But should you?
  • Sea Harvest (JSE code: SHG) will be listing later this month. I will apply for allocation.
  • Tongaat* (JSE code: TON) is coming under some selling pressure down to around R123.50.
  • Upcoming events

* I hold ungeared positions.

Is Buffett a value investor?

@JustOneLap @SimonPB Please also make mention of Buffett's 180 degree flip and new love affair with 'cheap' airlines

— Wes Hellyar (@WesHellyar) March 7, 2017

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It is well known that Warren Buffett learnt investing from the father of value investing - Benjamin Graham and many still consider Buffett to be the worlds greatest value investor. But while he may be the worlds greatest investor he is not a value investor having abandoned that strategy way back. If anything he is 'growth at reasonable price' investor. The book Common Stocks and Uncommon Profits by Phil Fisher really explains his current investing methodology.

We Get Mail
  • Glen
  • LH
    • But what do you do when your ETF of choice halves in value?!
  • Boitumelo
    • Basically I want to know if switching is worth the tax free incentive.

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