By Robert R. Johnson, Ph.D., CFA, CAIA. Robert is a Professor Finance in the Heider College of Business at Creighton University and is also the author of several books including Strategic Value Investing: Practical Techniques of Leading Value Investors.
Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B)’s 13F filing yesterday garnered a great deal of attention from the media. Four things stood out – 1) the new stake in Verizon Communications Inc. (NYSE:VZ); 2) the increased stake in Liberty Media Corp (NASDAQ:LMCA) (NASDAQ:LMCB); 3) the increased position in Wal-Mart Stores, Inc. (NYSE:WMT); and 4) the reduced stake in Phillips 66 (NYSE:PSX). There is a common theme throughout these four moves.
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