A Bounty of Ideas from Berkshire's Portfolio

Investment conglomerate Berkshire Hathaway BRK.B) recently released its second-quarter Form-13F, which discloses the company's equity holdings as of June 30, 2007. Berkshire is one of the companies I closely follow in managing The Morningstar Ultimate Stock-Picker's Portfolio. Not only do I routinely scan the conglomerate's holdings for new ideas, but my model portfolio also has a position in Berkshire's stock.

I think most investors, including me, can learn a lot from the stock picks of Berkshire CEO Warren Buffett and his colleague Lou Simpson, given their focus on buying great businesses at good prices.

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