Dilok Klaisataporn Chubb Limited (NYSE:CB) has had a phenomenal financial performance after my previous analysis, posting increasing margins and solid revenue growth beyond my previous analysis’ expectations. More recently in Q1, Warren Buffett seems to have noted the stock as a good buying opportunity, as a recent 13F filing shows Berkshire Hathaway’s (BRK.A) (BRK.B) newly…
ozgurdonmaz When our long-term competitive position improves as a result of these almost unnoticeable actions, we describe the phenomenon as “widening the moat.” And doing that is essential if we are to have the kind of business we want a decade or two from now. We always, of course, hope to earn more money in…
Warren Buffett said Greg Abel should have the final decision on investments at Berkshire Hathaway, making clear that his successor will have authority over not just takeovers but the sprawling conglomerate’s mammoth stock portfolio as well. At Berkshire’s annual general meeting in Omaha on Saturday, Buffett gave his most direct answer yet on how responsibilities…
Scott Olson More Than Just A Fun Get Together I have often referred to the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual meetings as a fun time for shareholders to get together and shop but not necessarily receive new information about the company in the marathon Q&A session. The 2024 meeting was different in that regard. With…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Berkshire Hathaway’s cash pile swelled to a record $189bn in the first quarter of 2024 as Warren Buffett’s sprawling conglomerate continued to dump stocks, including Apple, one of its largest positions. The figure underscores the…
Alex Wong Despite its size, Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) was able to grow its business at an impressive rate in recent months thanks to the overall improvement of the American economy. Even though investors are now thinking about whether Berkshire Hathaway has additional room for growth in light of the passing of Charlie Munger a few…
Eric Francis “Who is John Galt?” – the first line of Ayn Rand’s influential cultish novel Atlas Shrugged The 2023 Shareholder Letter accompanying Berkshire Hathaway’s (NYSE:BRK.A)(NYSE:BRK.B) Annual Report needs to be read at least twice. It starts with a thoughtful homage to his close friend Charlie Munger, to whom he gives credit as the architect…
VV Shots In many ways, Citigroup (NYSE:C) has long been the ‘sick man’ of the systemically important banks and its share price underperformance has reflected this. But there’s a price for everything, and at the current discount to underlying book, Citi is quickly emerging as a value investor favorite – note Berkshire Hathaway (BRK.B) swapping…
The Asahi Shimbun/The Asahi Shimbun via Getty Images Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) has recently been making aggressive investments in the energy sector, particularly in Occidental Petroleum (OXY) (of which it now owns more than a third) and Chevron (CVX) along with some notable energy infrastructure investments in recent years, revealing Buffett’s bullishness on energy….
Paul Morigi Co-authored with “Hidden Opportunities.” Value investing involves buying underappreciated businesses when others are selling them at a discount and then holding them for the long term. This approach led to some of Warren Buffett’s most significant and profitable investments, acquired when others panicked. During the 2008 financial crisis, when everyone was running away…
Berkshire Hathaway Chairman and CEO, Warren Buffett. Chip Somodevilla Recent economic data has given cause for optimism that the Federal Reserve has a chance at pulling off the elusive soft landing. The CPI inched 0.1% higher in November, which was above the 0.0% consensus. However, CPI increased 3.1% year-over-year, which was better than the 3.2%…
Justin Sullivan AAPL: the search for an alternative way Readers following my writings must know that I have been a stubborn supporter of Apple Inc. (NASDAQ:AAPL). I have arguing for a bull case on the stock for years. In my view, many (if not all) of the issues that the market feared in the past…
Warren Buffett Paul Morigi When Warren Buffett is selling, you’d better not be buying. Or at least, that’s how a lot of people think. Buffett is well known for having one of the best long-term investing track records in history. Other investors have achieved higher CAGR returns, but few have managed to keep up the…
Berkshire Hathaway Chairman and CEO, Warren Buffett. Chip Somodevilla Alongside Vice Chairman and his trusted business partner Charlie Munger, Warren Buffett has reshaped the trajectory of Berkshire Hathaway (BRK.A)(BRK.B) since taking total control over the company in 1965. The company has transformed from a fledgling textile manufacturer into the most powerful investment holdings company on…
Kevin Dietsch Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) investors are likely at a crossroads as they assess whether Warren Buffett anticipates a recession or not seeing attractive value in Berkshire shares. The leading conglomerate reported its third-quarter or FQ3 earnings results over the weekend. The highlight of the earnings report was a significant 41% surge in…
marchmeena29 BRK is still attractive despite near-record price Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) is a holding in our model portfolio (which is also our real-money portfolio), and we provide regular updates to our investing group members as part of our service. As a result, we receive regular questions and comments from our group members on the…
DNY59 Because this subject can easily lead down many avenues of discussion (and disagreements), I’m going to make it short for my own sanity and well-being. Stocks are Really Bonds in Disguise By survey, few people know how a stock is actually valued – and there is a simple test. Can you write down the…
Douglas Rissing When planning to write this article, I was thinking about how to name it properly so that the title that would be chosen would be able to efficiently convey my message. After spending some time thinking about what title to choose, I came across a famous phrase by Warren Buffett that he used…
SeaHorseTwo Investing for passive income is a great way to build long-term wealth. In this article, we will look at the basic formula for achieving long-term financial success laid out by two of the world’s most successful, wealthy, and famous investors of all time: Berkshire Hathaway’s (BRK.A)(BRK.B) Warren Buffett and Charlie Munger. We will then…
Berkshire Hathaway Chairman and CEO, Warren Buffett. Chip Somodevilla When you think of world-class investors, Berkshire Hathaway (BRK.A)(BRK.B) Chairman and CEO Warren Buffett is probably the most obvious name that comes to mind. After all, the investing legend built the Omaha-based holding company into one of the most dominant conglomerates on the planet alongside his…
Eric Francis Investment thesis Warren Buffett is betting big on the U.S. homebuilders this year. The reason is on the surface: there is a massive shortage of homes in the U.S. due to the substantial underinvestment in the industry in the Great Recession aftermath. It is unsurprising that D.R. Horton (NYSE:DHI) was one of the…
Astrid Stawiarz The SPDR® S&P 500 ETF Trust (NYSEARCA:SPY) is overvalued in our view and likely to underperform its historical performance average in the coming years. Moreover, it faces a plethora of potential negative catalysts that could further hamper total return performance in the near future. In this article, we will compare and contrast our…
Paul Morigi Co-authored with “Hidden Opportunities.” Warren Buffett is the undisputed king of patient investing; after all, his relentless focus on profitability and excess cash flows through economic turmoil has led to the amassment of a fortune that most of us can only dream of. From time to time, markets will be irrational, and quality…
Michael M. Santiago Wells Fargo (NYSE:WFC) saw its share price suffer after a major scandal, where the company opened accounts for users without their authorization. The company saw its size limited by the Fed, a limit that remains in place. The company has worked to comprehensively fix its problems, but in the meantime, its share…