Berkshire Hathaway Inc
Inside Scoop on Berkshire Hathaway’s Top Holdings in 2021
Inside Berkshire’s Investment Income and Valuations after 3Q17
As of October 2017, Berkshire Hathaway (BRK.B) stock has returned 3.2% in the past month and 31.4% over the past four quarters.
Facebook’s WhatsApp Making Progress with India’s Payments Market
Facebook (FB) has been trying to come up with a mobile payment service for WhatsApp in India (EPI) for quite some time.
Behind Union Pacific’s Railcar Traffic in Week 6
Another major Western US railroad Union Pacific (UNP) posted a marginal 0.6% contraction in carload traffic in the sixth week of 2018, ended February 10.
Carload Gains Drive BNSF Railway’s Traffic in Week 23
In Week 23, Western US major rail carrier BNSF Railway’s (BRK.B) carload traffic, excluding intermodal, rose 10.2% YoY (year-over-year) to ~103,600 railcars from ~94,000.
Week 41: Affirmed Slow Growth Trend in US Rail Traffic Volumes
On October 17, the AAR (Association of American Railroads) published its weekly traffic data for Week 41, which ended on October 13.
Warren Buffett, Berkshire Hathaway, and the Lost Decade
Several observers have criticized Warren Buffett, arguably the best value investor of all time, for Berkshire Hathaway’s recent underperformance.
Warren Buffett Lags, U.S. Stocks Recover from Crash
Warren Buffett missed out on the US stock market crash in the first quarter. Berkshire Hathaway shares are still down 15.1% in 2020.
Analyzing Warren Buffett’s Underperformance in the Past
Berkshire Hathaway’s (NYSE:BRK.B) chairman, Warren Buffett, has been experiencing a rough patch based on his performance compared to the S&P 500.
Dominion Energy Isn’t an Elephant for Warren Buffett
Berkshire Hathaway will buy Dominion Energy’s energy transmission and storage assets at an enterprise value of $9.7 billion—not exactly Warren Buffett’s elephant.
Warren Buffett Goes Light on Tech Stocks, Loses $20 Billion Net Worth
Warren Buffett has only invested sparingly in the technology sector. His notable tech stock holdings are Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN).
Amazon Stock at All-Time High, Jeff Bezos’s Net Worth Breaks Record
Amazon (NASDAQ:AMZN) stock and CEO Jeff Bezos’s wealth continue to surge in 2020. Investors have flocked to the stock this year.
Why Investors Want to Buy Warren Buffett’s Tech Stocks
Looking at Warren Buffett’s stock portfolio, you will quickly notice technology names like Apple and Amazon. Investors want a piece of these stocks.
Bill Ackman Rolled the Dice, Profited from US Stock Market Crash
Bill Ackman made the correct bets when US stock markets crashed in the first quarter. He has been outperforming SPY by a wide margin this year.
Suddenly, Everyone Has Advice for Warren Buffett
Berkshire Hathaway’s chairman, Warren Buffett, has underperformed the S&P 500 since 2009. Several analysts have criticized the legendary value investor.
Warren Buffett’s Admitted and Unadmitted Mistakes
Last week, President Trump called out Warren Buffett due to his decision to sell airline stocks in April. Airline stocks have rallied sharply over the last few days.
Why Did Warren Buffett Sell Airline Stocks in April?
Warren Buffett said that he sold all of his holdings in airline stocks in April. He has been on a selling spree despite the crash in US stock markets.
Bill Ackman versus Warren Buffett: A Tale of 2 Legends
While Bill Ackman has managed to beat markets, Warren Buffett has underperformed. Pershing Square dumped all of its holdings in Berkshire Hathaway.
Bill Ackman Gives Up on Warren Buffett, You Shouldn’t
While Bill Ackman has his own reasons for selling Berkshire Hathaway shares, retail investors should stay put. They can’t rule out a comeback.
What Warren Buffett’s Stock Market Pessimism Means to You
Warren Buffett’s stock market actions speak louder than words. Berkshire Hathaway’s (NYSE:BRK.B) chairman has been on a selling spree.
Q1 13F: How Bill Ackman Played the US Stock Market Crash
So far in 2020, Bill Ackman’s timing has been impeccable. He made over $2 billion by shorting stocks as US stock markets crashed in the first quarter.
Berkshire Hathaway’s Q1 13F: Buffett Is on a Selling Spree
Berkshire Hathaway (NYSE:BRK.B) released its first-quarter 13F on May 15 after the markets closed. Chairman Warren Buffett has been on a selling spree.
Gold Prices: Undervaluation, Smart Money Piles Up
Since March, gold prices are on a tear due to uncertainty surrounding COVID-19. The SPDR Gold Shares has seen gains of 16.2% since March 18.
Warren Buffett: Airline Stocks Were Finally a ‘Death Trap’
Over the weekend, Berkshire Hathaway held its annual shareholder meeting. Warren Buffett revealed that the company has fully exited airline stocks.
UBS Survey Shows HNI Clients Await a Stock Market Crash
A UBS survey of HNI clients with investable assets over $1 million showed that 61% expect stocks to fall 5%–20%. Another 16% see a bear market.
How Does the Oil Price Crash Impact Warren Buffett?
For the first time, WTI crude prices fell into the negative zone during trade on Monday. Warren Buffett invested in Occidental Petroleum last year.
How Does Warren Buffett Perform when US Stocks Fall?
Warren Buffett lagged the stock market returns last year by a wide margin. Meanwhile, he tends to outperform the S&P 500 during falling markets.
Why Apple Has Been a Savior for Buffett and Berkshire
Berkshire Hathaway Class B shares have fallen 25% in 2020, while the S&P 500 has fallen 28.5%. Apple (NASDAQ:AAPL) is Berkshire Hathaway’s biggest holding.
Are Berkshire and Buffett Interested in Boeing Stock?
Berkshire Hathaway has considerable exposure to the aviation sector. As Boeing stock tumbles amid the market crash, are Buffett and Berkshire interested?
Berkshire Hathaway Sells Apple, Buffett Gets an iPhone!
During a recent interview with CNBC, Buffett said that he has changed to an Apple iPhone from his flip phone. He also mentioned that he’s using the “latest model.”
Will Warren Buffett Get His ‘Elephant’ in 2020?
Berkshire Hathaway released its 2019 annual report over the weekend. The filing also had the annual shareholder letter from Chairman Warren Buffett.
Is Ackman’s Pershing Square Riding on Berkshire’s Gains?
Founded by Bill Ackman, Pershing Square made a 58.1% profit last year. Between 2015 and 2018, Pershing Square posted negative returns.
Would Warren Buffett Consider an Ailing Elephant?
Rumors of Warren Buffett buying into Boeing (NYSE:BA) have filled the air this week. The legendary investor’s interest in airline stocks is well known.
Was 2019 a “Nightmare” for Warren Buffett and Berkshire?
Warren Buffett underperformed the stock markets last year. Berkshire Hathaway’s returns versus the S&P 500 were the worst since 2009.
Ackman’s Pershing Square Increased Agilent Stake in Q3
This week, Pershing Square disclosed that it had increased its stake in Agilent Technologies (A) to 2.9 million shares in the third quarter.
Warren Buffett Has Loads of Cash and No Takers
Berkshire Hathaway’s huge cash pile might stay in place for a while. Warren Buffett was outbid by Apollo Global Management in his efforts to buy Tech Data.
What Berkshire Hathaway Really Does, Says Buffett
Berkshire Hathaway is a huge conglomerate with diverse operations. The company’s operations are complex, so let’s take an easy-to-understand approach.
PE Ratio and the Basic Science of Stock Valuation
Ratio analysis is a commonly used method of stock valuation. Among the most popular ratios, most investors tend to look at PE.
How Berkshire Hathaway’s Holdings Changed in Q3
On Thursday, Berkshire Hathaway (BRK.B) (BRK.A) released its third-quarter 13F. There were some surprises in the filing. The company took a new stake in RH.
Berkshire Hathaway’s 13F: Will Buffett Surprise Us?
Berkshire Hathaway’s (BRK.B) (BRK.A) 13F filing should be out by tomorrow. Does Warren Buffett have a surprise up his sleeve?
Are Banks a Good Bet for Buffett and Berkshire?
Banks comprise around 30% of Warren Buffett’s portfolio by market value. Out of Berkshire Hathaway’s portfolio of 46 stocks, five are commercial banks.
Why Ray Dalio Thinks ‘The World Has Gone Mad’
On November 5, Bridgewater Associates founder Ray Dalio wrote that he thinks “the system of making capitalism work well for most people is broken.”
Will Ackman’s Faith in Buffett and Berkshire Pay Off?
Bill Ackman’s Pershing Square Holdings showed faith in Warren Buffett’s Berkshire Hathaway by initiating a new position in Berkshire in June.
Buffett’s Cash Mystery: Morgan Stanley Figured It Out
On November 2, Berkshire Hathaway reported its Q3 2019 earnings. The company’s reported cash pile rose to $128 billion from $122.4 billion in Q2 2019.
Did Buffett Overlook Apple in Pursuit of Elephants?
Apple (AAPL) stock has been rising since its earnings beat in the latest quarterly results. However, Warren Buffett has stayed away from Apple stock in 2019.
STNE Is Part of Warren Buffett’s Berkshire Portfolio
While Buffett hasn’t personally invested in the company, Berkshire Hathaway holds $533 million worth of STNE stock. The stock is valued at $10.5 billion.
Is Berkshire’s Surging Cash Pile a Warning from Buffett?
Today, Berkshire Hathaway Inc. (BRK.A) (BRK.B) released its third-quarter earnings. The company’s cash pile surged to a record $128 billion in Q3.
Apple and KHC Save the Day for Buffett and Berkshire
Berkshire Hathaway holds stakes in both Apple (AAPL) and Kraft Heinz (KHC). Berkshire Chair Warren Buffett has admired Apple on several occasions.
Could PG&E Be Warren Buffett’s Next Elephant?
Last week, in an interview, California Governor Gavin Newsom proposed that Warren Buffett bid for PG&E Corporation (PCG).
What Warren Buffett Might Say about Tesla’s Q3 Earnings
Warren Buffett has been somewhat critical of Tesla CEO Elon Musk. Tesla released its third-quarter earnings on Wednesday, which shattered the estimates.
Will Buffett’s Distaste for Gold Hurt Berkshire Investors?
Volatility is pushing investors toward supposedly safer investments, but Warren Buffett has been vocal lately about his dislike for gold.
Berkshire Hathaway: Will Bank of America Be Like Apple?
Berkshire Hathaway approached the Fed to increase its stake in Bank of America. The company added more Bank of America shares in the second quarter.
Is Tesla Stock the Next Apple or Amazon?
As a pure-play electric vehicle producer emphasizing software and autonomous driving, how is Tesla (TSLA) similar to Apple and Amazon?
Berkshire Hathaway: Apple Is a Shining Star in 2019
Berkshire Hathaway stock has underperformed the S&P 500 this year. However, Apple is outperforming the markets. Buffett has been optimistic about Apple.
How Bank of America Became Buffett’s Berkshire Jewel
In 2011, Warren Buffett invested $5 billion in Bank of America (BAC). BAC is now Berkshire Hathaway’s second-largest holding and is worth about $27 billion.
Why Buffett’s Outperformance May Be a Thing of the Past
Berkshire Hathaway Chair Warren Buffett has outperformed the markets for five decades. However, Berkshire’s returns have lagged the S&P 500’s this year.
Warren Buffett’s Opportunity Could Be Trump’s Nightmare
Berkshire Hathaway stock has underperformed the S&P 500 by a wide margin this year. Warren Buffett might not worry about short-term underperformance.
Warren Buffett Isn’t Always Right on Apple Stock
Warren Buffett has admired Apple in the past. As a value investor, Buffett was expected to add more shares when Apple stock fell in the fourth quarter.
Should Buffett and Berkshire Warm Up to Tech Stocks?
Berkshire Hathaway Chair Warren Buffett invests within his circle of competence. For him, investing in a company entails understanding its business.
Kraft Heinz Might Be Buffett’s ‘Chronically Leaking Boat’
Kraft Heinz stock has fallen sharply this year. Previously, Warren Buffett admitted that Berkshire Hathaway paid too much for the stock.
Can Tesla Defend Elon Musk’s Pay Package?
A Delaware judge directed Tesla’s board to defend CEO Elon Musk’s pay package in response to a shareholder’s 2018 lawsuit. Tesla had requested a dismissal.
Decoding Warren Buffett’s Share Buyback Strategy
Berkshire Hathaway CEO Warren Buffett has spoken openly about his stock repurchasing strategy, calling it “simple arithmetic.” How does he do it?
Is Warren Buffett’s Nightmare Scenario Coming True?
Warren Buffett’s Berkshire Hathaway’s cash pile has grown steadily. At the end of Q2, the company had more than $122 billion in cash and cash equivalents.
Why Buffett Would Love a Crash—and Trump Wouldn’t
Berkshire Hathaway is sitting on a major cash pile. A major market crash would help Chair Warren Buffett deploy some of Berkshire Hathaway’s cash.
Kraft Heinz: What Are Warren Buffett’s Options?
Kraft Heinz stock has fallen more than 35% this year. Despite the lower stock price, Warren Buffett hasn’t added or sold Kraft Heinz shares.
Why Bill Ackman’s Fund Bucked August’s Downtrend
Bill Ackman’s Pershing Square Holdings netted gains of 3.5% in August, in sharp contrast to the losses posted by the major stock benchmarks in the month.
A Market Crash due to ETFs? Michael Burry Weighs In
Michael Burry, whose bet against collateralized debt obligations featured in The Big Short, sees a market crash resulting from passive investing and ETFs.
Trade War: Are Trump and Xi Jinping Taking Buffett’s Advice?
Over the last few days, the trade war de-escalated. President Trump said that the US-China trade talks are resuming “at a different level.”
Ackman Calls Berkshire Misunderstood, Sees Big Returns
During its latest 13F filings, Bill Ackman’s Pershing Square Holdings revealed its new stake in Warren Buffett’s Berkshire Hathaway.
Berkshire Hathaway 13F: Warren Buffett Played It Safe
There weren’t any real surprises in Berkshire Hathaway’s 13F for the second quarter. In some ways, the 13F replicated the first quarter.
Ackman Makes Berkshire Bet: What It Means for Investors
According to the regulatory filing from Bill Ackman’s Pershing Square Capital, the fund has taken a new stake in Berkshire Hathaway (BRK.B).
Kraft Heinz Continues to Compound Berkshire’s Problems
Today, Kraft Heinz reported its earnings for the first half of 2019. Berkshire Hathaway is KHC’s biggest shareholder.
How Warren Buffett’s Banking Investments Look after Q2
Warren Buffet loves banking stocks. Out of his current portfolio of 47 stocks, five are commercial banks, including two regional banks.
What’s behind Berkshire Hathaway’s 1Q18 Losses?
Berkshire Hathaway announced its 1Q18 results on May 5. Buffett’s investment conglomerate posted a net loss of $1.1 billion, or $692 per share.
Bill Ackman Thanks Warren Buffett for His Fund’s Comeback in 2019
Bill Ackman has made a huge comeback in 2019.
Why Central Banks Aren’t Listening to Warren Buffett on Gold
According to the gold demand trend for Q4 2018 released by the World Gold Council, central banks are on the biggest gold (GLD) buying spree in the last 50 years.
Does Warren Buffett Care about Apple’s iPhone Sales Trend?
In the third quarter, Berkshire Hathaway (BRK.B) bought ~522,902 more Apple shares of Apple—the investment firm’s largest single holding.
Apple’s Q1 Earnings: Three Things Warren Buffett Might Watch
Apple (AAPL) is scheduled to release its earnings for the first quarter of 2019 on January 29 after the closing bell.
Warren Buffett: Was Investing in Apple another Mistake?
The world’s largest tech company, Apple (AAPL), is set to register one of the worst quarterly losses in its stock in the fourth quarter this year.
BNSF Railway Has Worst Rail Traffic Performance among Peers
Berkshire Hathaway-owned BNSF Railway’s (BRK.B) rail traffic volume declined 2.2% YoY to 214,630 units mainly due to a decrease in intermodal and carload traffic.
US Rail Traffic Volume Growth Slowed Down in Week 48
In week 48, US rail carriers (XLI) reported a 0.4% YoY rise in overall rail traffic volume.
BNSF Railway Reported Strong Carload Traffic Growth
BNSF Railway (BRK.B) reported a 3.1% YoY increase in its rail traffic volume in week 47 due to strong carload traffic growth.
Norfolk Southern’s Carload Traffic Plunged over 6% in Week 46
Norfolk Southern (NSC) reported a 2.2% YoY fall in its rail traffic volume in week 46.
Week 46 Saw Slowest US Rail Freight Traffic Growth This Year
In week 46, US rail carriers (XLI) reported a 0.04% YoY rise in overall rail traffic volume, the slowest growth so far in 2018.
Buffett Banking Too Much on the Banking Sector with J.P. Morgan?
As we discussed in the last three parts of this series, renowned billionaire investor Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) has increased its bets on the banking sector.
Buffett Raised Bets on U.S. Bancorp and Goldman Sachs in Q3 2018
So far in this series, we’ve looked at Warrant Buffet’s investment firm, Berkshire Hathaway’s (BRK.A)(BRK.B), top five investments in the third quarter.
Why Amazon Raised Wages to $15 per Hour
On October 2, Amazon (AMZN) announced a minimum wage hike to $15 for all US employees, to be implemented next month.
BNSF’s Operating Margin Fell in Q2 2018
Higher growth in BNSF’s operating expenses compared to the revenues indicates that the operating margin contracted.
BNSF Railway: Intermodal Growth Lagged Carload Gains in Week 30
BNSF Railway (BRK.B) reported a 4.5% year-over-year increase in carload traffic in Week 30.
Berkshire’s Premium Valuations amid Acquisition Expectations
Berkshire Hathaway (BRK.B) stock has risen 4.7% in the last month and 15.9% in the last year.
How Berkshire Could Make Use of Excess Liquidity
Berkshire Hathaway’s (BRK.B) liquidity of over $115 billion is rising at a faster pace owing to strong cash flow generation.
Lower Claims, Pricing, Reinsurance Key to Berkshire’s Insurance
Berkshire Hathaway’s (BRK.B) Insurance segment saw subdued growth in the second half of 2017 on reinsurance losses.
Investors Await Berkshire Hathaway’s Next Acquisition in 2018
Berkshire Hathaway (BRK.B) had liquidity of $118 billion at the end of the first quarter.
Week 23: US Rail Freight Traffic Rides High on Intermodal Gains
On June 13, the AAR (Association of American Railroads) released its rail freight data for the week prior (ended June 9), or Week 23.
Week 22: US Rail Freight Traffic Continues on the Growth Path
On June 6, the Association of American Railroads published its weekly rail freight data for the week that ended on June 2, or Week 22.
How Will Berkshire Deploy Its Cash Pile of over $100 Billion?
Berkshire Hathaway (BRK.B) was sitting on liquidity of $118 billion at the end of the first quarter.
Berkshire’s Insurance Segment Benefits From Fewer Claims
In 1Q18, Berkshire Hathaway’s (BRK.B) insurance revenue fell YoY (year-over-year) to $14.6 billion from $22.9 billion.
What to Expect from Berkshire Hathaway’s 1Q18 Earnings
In this series, we’ll look into Berkshire Hathaway’s 1Q18 expected divisional performance along with a variety of other factors.
How Genesee and Wyoming’s Carloads Trended in February
Major US rail stocks (BRK.B) (UNP) are poised to rise a lot in 2018 due to an improved environment for coal.
Union Pacific: Intermodal Pushed Up Freight Volumes in Week 8
In Week 8 of 2018, which ended February 24, 2018, Union Pacific (UNP) registered a 2.1% loss in carload traffic.