Warren Buffett Watch: New Book Offers Detailed Analysis Of Buffett's Investments by Steve Jordon, World-Herald
Investors can learn new things from Warren Buffett’s old investments, according to a new book.
One of his widely known principles is to make large investments in a few companies -- a “concentrated” portfolio -- rather than investing smaller amounts in a multitude of companies. The eternal problem: How to choose the right ones?
Yefei Lu, a portfolio manager for Shareholder Value Management of Frankfurt, Germany, analyzes 20 of Berkshire’s investments, from the Sanborn Map Co. in 1958 to IBM in 2011, in a forthcoming book, “Inside the Investments of Warren Buffett” (277 pages, Columbia Business School, $35).
Among the lessons Lu draws is that...

