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Company Overview and News

35
Warren Buffett's Happy. And You Should Be Too

2018-06-12 seekingalpha
After months of drama, the management team at USG Corp. finally agreed to sell off their business to Knauf for $6.9 billion on an EV basis.
BRK.A MLUSG USGPF USG

35
Warren Buffett finally gets closure on one of his rare investing mistakes

2018-06-11 cnbc
USG Corp. agreed to a $7 billion buyout by Germany's Knauf AG after Buffett's Berkshire Hathaway threw its support behind a shareholder uprising. Berkshire is USG's biggest shareholder, with a stake of 31 percent, and had said earlier this year it would vote against USG's four director nominees after the company rebuffed an earlier Knauf bid.
BRK.A MLUSG USGPF USG

47
USG takes US$7 billion offer from Knauf after spurned advances - Channel NewsAsia

2018-06-11 channelnewsasia
Sheetrock maker USG Corp accepted a US$7 billion cash offer from German construction products maker Gebr Knauf KG on Monday after three months of back-and-forth negotiations that began when longtime USG shareholder Warren Buffett teamed up with the German bidder to sell his stake.
BRK.A MLUSG MS.PRI MS.PRK USGPF MS.PRE MS.PRF MS.PRG USG MS MS.PRA

47
USG takes $7 billion offer from Knauf after spurned advances

2018-06-11 reuters
(Reuters) - Sheetrock maker USG Corp (USG.N) accepted a $7 billion cash offer from German construction products maker Gebr Knauf KG on Monday after three months of back-and-forth negotiations that began when longtime USG shareholder Warren Buffett teamed up with the German bidder to sell his stake.
BRK.A MLUSG MS.PRI MS.PRK USGPF MS.PRE MS.PRF MS.PRG USG MS MS.PRA

226
Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2018 Update

2018-05-17 seekingalpha
Fairfax Financial’s largest five stakes are BlackBerry, Resolute Forest Products, Kennedy-Wilson, USG, and Intrepid Potash. They together account for ~85% of the US long assets.
SSYS PGH AP FRFHF CRAY PKX MLUSG RAIL NWPX SBNY GE USGPF KWN.CL RFP MDR SSWN BBRY BRK.A IPI ATUSF JNJ NTES BB SSWA MCDFF GRVVF WFCNP AGX SSW KLIC CHRRF PRAGY WFC.PRL CTL WFC.PRJ XCOOQ WFC.PRT KW RFP KWN WFC.PRR WFC.PRQ JEC WFC.PRP WFC.PRO WFC.PRN SSW.PRC SSW.PRH XCOO SSW.PRG USG WFC.PRY SSW.PRE WFC.PRX SSW.PRD WFC.PRW WFC.PRV IBM WFC WFC.WS GEC DEST BB XCO CRR ARG HP RPXC FLR GNE

720
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q1 2018 Update

2018-05-16 seekingalpha
This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaway’s (NYSE:BRK.A) (NYSE:BRK.B) 13F stock portfolio on a quarterly basis. It is based on Warren Buffett’s regulatory 13F Form filed on 05/15/2018. Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his holdings have progressed over the years and our previous update for the moves in Q4 2017.
LBTY PSX TEVA THI UAL WMT QSR.WI SIRI SHLD MLUSG LBTYK LILAB GM.WS.A GM.WS.B GM.WS.C SRG.PRA BAC BKW UPS AAL USGPF MDLZ SYF TMK BRK.A BK JNJ LILAK VZ GM.WSB BATRA LSXMB WFCNP TMK BATRK PG LSXMA WFC.PRL MTB BATRR AXP WFC.PRJ MCO VZA STOR BAC USB WFC.PRT GS CHTR WFC.PRR TMK.PRC WFC.PRQ TMK.PRB WFC.PRP WFC.PRO WFC.PRN AAPL MON KO BATRB GM USG WFC.PRY QSR WFC.PRX DVA DAL WFC.PRW WFC.PRV LUV IBM WFC WFC.WS FWONB COST LBTYB VRSN AXTA MA LBTYA SNY FWONA V SRG KHC FWONK LSXMK LILA

35
USG's four director nominees fail to win shareholder backing

2018-05-11 reuters
May 11 (Reuters) - U.S. building products maker USG Corp , backed by Warren Buffett, said on Friday four directors were not re-elected to its board.
BRK.A MLUSG USGPF USG

422
The 3 Best and Worst of Warren Buffet Stock Picks

2018-05-07 investorplace
So Warren Buffet’s Berkshire Hathaway Inc. (NYSE: BRK.B) (NYSE: BRK.A) delivered its annual report recently, and the big headline seemed to be that the Warren Buffett stock picks in Berkshire’s portfolio didn’t perform all that well so far this year. I think that’s a ridiculous way to evaluate Warren Buffett stock picks because he is a long-term investor.
IBM USGPF TEVA MA TEVVF BAC BRK.A MLUSG V TEVJF AAPL USG DAL

36
Warren Buffett-backed USG to open sale talks with Germany's Knauf

2018-05-02 cnbc
U.S. building products company USG Corp on Tuesday said it agreed to open talks to sell itself to Germany's Gebr Knauf AG, a sale that could benefit Warren Buffett's Berkshire Hathaway Inc, USG's largest shareholder.
BRK.A MLUSG USGPF DTK USG

1
USG (USG) Q1 2018 Results - Earnings Call Transcript

2018-04-25 seekingalpha
Welcome to the First Quarter 2018 USG Corporation Earnings Conference Call. My name is Sylvia, and I'll be your operator for today's call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. Please note that this conference is being recorded. I will now turn the call over to Bill Madsen. Mr. Madsen, you may begin.
MLUSG USGPF USG

1
USG Corporation 2018 Q1 - Results - Earnings Call Slides

2018-04-25 seekingalpha
The following slide deck was published by USG Corporation in conjunction with their 2018 Q1 earnings call.
MLUSG USGPF USG

243
Oakmark Global Fund: Q1 2018

2018-04-23 seekingalpha
The Oakmark Global Fund felt the downtrend’s pull and lost 2.6% in the quarter, which compares to a 1.3% loss for the MSCI World Index and a 1.0% loss for the Lipper Global Fund Index.
NPSNY KMX TEL TPK IPG BAC CHTR MLUSG TVPKF GM.WS.A GM.WS.B MON GM.WS.C INCZY GM USG BAC GE GEC C USGPF MA NAPRF WRCDF NPSN WCAGY 0700 GNE GM.WSB TPRKY THC ICPVF IPL TV

84
Deals of the day-Mergers and acquisitions

2018-04-13 reuters
April 13 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 1000 GMT on Friday:
BGX MKGAF FBU FCREY USGPF BGLF BX WFAFF FRCEF AMA BGB YAHOF BRK.A MLUSG WFAFY MKGAY FBU FII 4689 YAHOY USG

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2018-07-17 - Asif

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2018-07-17 - Asif

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