Weekend Digest #274: (Buffett/Utilities, CIB Earnings, Gold, SKYH Short Case)
Utilities, Bancolombia's strong results, and a hyped-up airport hangar company heading for a tumble.
News Of The Week
Buffet's Annual Letter: Size Problems & The Fading Economics of the Utility Sector
I said my piece on Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) last week. However, a paragraph from Buffett's just-published annual letter jumped out at me about Berkshire's lumbering size. Here's what Buffett wrote:
"There remain only a handful of companies…
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