Buffett’s Protégés and the Road to Apple

Warren Buffett, the “Oracle of Omaha”, doesn’t seem to be slowing down at the ripe age of nearly 86. Still, the buzz around when he’ll pass the baton continues, with much attention focused on Ted Weschler and Todd Combs, the supposed successors to run Berkshire’s $129 billion stock portfolio. According to the company’s legendary CEO, both former hedge fund managers have a “fundamental combination of soundness and brilliance”. Like most market players, Wechsler and Combs have had varied success in their picks. But Berkshire’s announcement earlier this week that it made a $1 billion investment in Apple Inc. stock (earlier […]

Apple vs. Google, and Other Market “Playoff” Matchups

With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses, including Apple, Coca-Cola, and Google. In a column for Forbes.com, Reese looks at how four pairs of market rivals stack up against each other. The matchups: Apple vs. Google, PepsiCo vs. Coca-Cola, Exxon Mobil vs. Chevron, and Anheuser-Busch InBev vs. Molson Coors. Reese uses his Guru Strategies to analyze each firm on a purely quantitative basis. “The numbers might not tell you everything, but they tell you more than you […]