Sayeth Tilson: "Buffett and Munger are razor sharp and at the top of their games, and Berkshire is just going gangbusters! (The insurance losses from Japan, New Zealand, etc. in Q1 that depressed quarterly earnings are essentially irrelevant to Berkshire’s long-term value.)"

T2 Partners also recently released a presentation on, among other things, why they believe Berkshire Hathaway is still a buy, things that scare them and "common mental mistakes" in investing like...

An Overview of Behavioral Finance and the Economy, What Worries Us, Our View of the Market, and Some Stock Ideas [PDF]