Brad's Books and Organizations

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Hi, I’m Brad Feld, a managing director at the Foundry Group who lives in Boulder, Colorado. I invest in software and Internet companies around the US, run marathons and read a lot.

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Jim Collins on Peter Drucker

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Jim Collins has an outstanding short essay titled “Lessons From A Student Of Life” as a tribute to Peter Drucker in the 11/28/05 Business Week.

Tom Barrack’s Quote of the Week

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Tom Barrack is a legendary real estate investor that few people know about.  The 10/31/05 Fortune has a good profile on him titled “I’m Tom Barrack and I’m Getting Out.”  Barrack’s lead quote concerns polo, of which he is an avid player.

“I feel totally safe playing polo on a field full of pros, but when amateurs are all over the field, someone can get killed.  They have more guts than brains.  They charge after every ball and don’t know when to hold back.”

Of course, this applies broadly.  Be careful out there – make sure you know who else is on the field with you.

Berkshire Hathaway holdings as of 6/30/05

Comments (7)

As I’ve said in the past, I’m a long term fan of Warren Buffett.  Many of you are also as I’ve received over 500 requests for the Annual Letters of Buffett Partnership, Limited, 1957 – 1970 over the past few months. As the Q205 filings roll in, I happened to notice the disclosure for the stock holdings of Berkshire Hathaway, which are as follows.

Company                 Class        Value               Shares
Coca Cola                Com          $8,350,000,000      200,000,000
American Express Co.     Com          $8,070,237,000      151,610,700
Gillette Co.             Com          $5,112,617,000      100,980,000
Wells Fargo & Co.        Com          $3,476,090,000       56,448,380
Moody's Corp.            Com          $2,158,080,000       48,000,000
Wesco Financial Corp.    Com          $2,053,111,000        5,703,087
Washington Post Co.      Cl B         $1,442,736,000        1,727,765
M&T Bank Corp.           Com            $705,493,000        6,708,760
Shaw Communications Inc. Cl B           $456,940,000       22,000,000
American Standard Cos.   Com            $440,072,000       10,497,900
First Data Corp.         Com            $346,208,000        8,625,000
Gap Inc.                 Com            $304,826,000       15,434,243
Comcast Corp.            CLA SPL        $299,500,000       10,000,000
USG Corp.                Com            $276,250,000        6,500,000
Gannett Inc.             Com            $245,228,000        3,447,600
Costco Wholesale Corp.   Com            $235,011,000        5,254,000
Sun Trusts Banks Inc.    Com            $231,500,000        3,204,600
Nike Inc.                Com            $214,300,000        2,474,600
Iron Mountain Inc.       Com            $155,100,000        5,000,000
Tyco International Ltd.  Com            $146,000,000        5,000,000
Pier 1 Imports Inc.      Com            $113,520,000        8,000,000
Outback Steakhouse Inc.  Com             $82,283,000        1,818,800
Servicemaster Co.        Com             $75,195,000        5,611,600
Lexmark International    Cl A            $64,830,000        1,000,000
Sealed Air Corp.         Com             $55,431,000        1,113,300
Petrochina Co Ltd.       ADR             $48,404,000          659,000
Home Depot Inc.          Com             $36,760,000          945,000
Proctor & Gamble Co.     Com             $33,232,000          630,000
Mueller Industries       Com             $23,084,000          851,800
Comdisco Holding Co.     Com             $22,784,000        1,518,978
Lowe's Cos.              Com             $22,706,000          390,000
Dean Foods Co.           Com             $13,233,000          375,500
Total Value                          $35,310,761,000

While the old mainstays are predictable (and make up the majority of the value), the holdings in the $100m to $1b range are fascinating.

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