Short seller Doug Kass renewed his attack on Berkshire Hathaway, placing another bet against the stock by going short again yesterday and writing critically today about "some bombs in Buffett's book."
(For more on why Kass is negative on Berkshire, including a video clip, see the recent WBW post Short Seller Tells CNBC Why Warren Buffett Has Met His "Watergate.")
In a blog post on TheStreet.com today, Kass points to the "poor short-term and long-term charts of Berkshire's four largest equity investments."
- Wells Fargo
- American Express
Kass argues that the four Buffett biggies "continue to suffer" even as Berkshire shares advanced over the past two weeks. (Berkshire closed at a 12-week high last Friday, following an 11 percent rally over ten sessions.)