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In The News

Richard Cook in Bloomberg Businessweek-Conglomerates are Broken

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Richard Cook in Businessweek – Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon?

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Richard Cook in Bloomberg – Buffett’s $86 Billion Cash Pile Has Some Dreaming of a Huge Deal

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Richard Cook in Bloomberg – Berkshire Increases Future Flexibility

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Richard Cook in Bloomberg Businessweek – Is Buffett Jumping Into Web Stocks With Yahoo Deal? Not So Fast

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Richard Cook in Reuters – Warren Buffett’s Berkshire takes $1 billion bite of Apple

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Richard Cook Quoted in Bloomberg – Buffett Says Berkshire Can Resist Breakup Activists Even After He Leaves

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The Cook & Bynum Fund Highlighted in The Mutual Fund Observer

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Richard Cook in NY Times – Kraft Foods and Heinz to Merge

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Richard Cook in WSJ – Annotating the Oracle: Experts Weigh In on Berkshire’s Annual Letter

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Richard Cook Quoted in Bloomberg – Buffett’s Plan for More Deals With 3G Sparks Kellogg Talk

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Richard Cook Quoted in Bloomberg – Even Berkshire’s Boardroom Ties Can’t Prevent the Costco-AmEx Divorce

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How We Think

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Travelogue

Follow along on our research trips around the world, including observations about companies and geographic markets

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Approach & Process

Read about our philosophy and how we implement it through immersive research, an iterative process, and deliberate portfolio construction

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