I’ll be at Lincoln Center’s Avery Fisher Hall this afternoon for the 19th annual Ira Sohn Investment Conference. Long-time readers know I’ve been at this event every year, taking my own notes and sharing the insights I’ve gleaned from America’s best investors here on the blog. My 2012 coverage here and 2013 coverage here, if…

Berkshire Hathaway’s BNSF Railroad currently carts 500,000 barrels of crude oil a day out of the Northern shales. Many of the rail cars doing this sort of work need to be upgraded or replaced in the near future because Bakken Shale crude is too gaseous for the old ones. I’ve publicly mentioned Trinity ($TRN) and…

image via Quartz One of these days, maybe next year, I’m going to get out to Omaha for my first-ever Berkshire Annual Shareholders Meeting. This year was impossible, maybe 2015 will be doable. Anyway, here are some of the best reads I could find from reporters and attendees. Tim Siedell says this weekend marks the…

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I am SO not ready for this! Looks like the launch of my book is just days away! From Amazon.com: Hello, We have good news!  We’re able to get this part of your order to you faster than we originally promised: Brown, Joshua M. “Clash of the Financial Pundits: How the Media Influences Your Investment…

Will Danoff, whose $109 billion Fidelity Contrafund has been hit hard thanks to some big bets on the cloud-computing momentum names this year, isn’t quite giving up on the space yet. He’s sticking with the big names in social and tech for now. via Reuters: Contrafund had an $8.8 billion position in Google Inc and a $2.6…

Welcome to the first edition of Saturday Night Video this spring… If you’re at all into indie rock, the new record Atlas by the NJ band Real Estate is probably in heavy rotation on your device this spring. It’s both a critics’ and fan favorite album, rather rare for the genre. For the uninitiated, Real…

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The bond market is supposedly “smarter” than the stock market – bullsh*t, by the way – but there is a disagreement between the two that has seemingly captivated the commentariat this week. The Dow’s new record high in the middle of the week – plus some better-than-expected consumer confidence and jobs data – should coincide…