Baby Buffetteer Todd Combs Cruuuuuuushing It So Far

No I’m just kidding, but yeah, he’s doing okay with his first seven stock picks at Berkshire Hathaway (disclosure: I’m a shareholder as are my clients). Here’s some color (Bloomberg via the Financial Post): Todd Combs, Warren Buffett’s apprentice stock picker at Berkshire Hathaway Inc., posted gains on his first equity bets at the company…

Wintel Shmintel

Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.