LATEST ARTICLES
Warren Buffett Sees Little to Buy in the Stock Market
The chairman of Berkshire Hathaway said the company will deploy capital if there is a bigger decline.
Long Read
Warren Buffett and Stephen Curry Team Up on Charity Lunch
Buffett’s last charity lunch in 2022 for the nonprofit Glide raised a record $19 million.
1 minute read
Berkshire Hathaway Just Notched an 8-Day Losing Streak. It’s a Good Time to Get Exposure to the Stock.
The Berkshire performance is disappointing since the company is arguably the most defensive mega-cap stock in the market.
2 minute read
Software Firm Medallia Is a Problem for Private Credit. Blackstone, Thoma Bravo Have Exposure.
Investment firm Thoma Bravo took Medallia private in a 2021 leveraged buyout.
Long Read
Occidental CEO’s Tenure Tough for Investors
Reuters reported Hollub is preparing to retire and that she will be succeeded by Richard Jackson, the company’s chief operating officer. Occidental hasn’t confirmed the report.
3 minute read
Warren Buffett Wins Again. Berkshire’s Newest Investment Is Up 35%.
Berkshire and Tokio Marine announced a partnership that involved Berkshire’s National Indemnity reinsurance unit absorbing some of the Japanese insurer’s risks.
2 minute read
This Private-Credit Fund Owns a Stake in SpaceX
The Blue Owl fund could get an even bigger lift if SpaceX proceeds with an IPO.
2 minute read
Private Equity’s Push for Small Investors Is ‘Scandalous,’ Says Chris Davis
The value maven decried high fees, high leverage, and dangerous lockups. Plus, why he likes Capital One, Chubb, and Tyson.
3 minute read
Southwest Airlines’ Move to Give Up Fuel Hedging Program Is Proving Costly As Oil Surges
Southwest Airlines picked the wrong time to give up its fuel hedging program.
4 minute read
Berkshire’s New Partner Dominates Japan’s Insurance Industry
Tokio Marine is a top 10 non-life insurer by market value globally behind companies like Chubb and Progressive.
4 minute read
Berkshire to Take $1.8 Billion Stake in This Marine Insurer. Why the Partnership’s a Big Deal.
The conglomerate will take a 2.5% chunk.
2 minute read
Thoma Bravo’s Profits in Software Firm SailPoint Evaporate as Stock Sinks
Thoma Bravo manages about $183 billion and controls such tech companies as Anaplan, Dayforce and Medallia.
3 minute read
People Are Fleeing the $1T Private-Credit Market. What to Do Now.
Private credit was initially an investment mainly for institutions. Then the industry made a big bet on retail investors.
Long Read
Berkshire Hathaway’s Energy Stocks Are Surging—but There’s a Catch
Chevron and Occidental have been some of the worst-performers in the sector since 2022.
3 minute read
Publix Is the Class of Grocery Industry. Its Strong Results Show Why as It Moves North.
Workers at the employee-owned chain go the extra mile to coddle customers, and it shows in Publix’s higher profit margins.
3 minute read
BioNTech Stock Is a Bargain. Why Its Recent Selloff Is a Buying Opportunity.
The company’s cash and securities nearly equal its market value, meaning investors aren’t paying much for the Covid franchise and a pipeline focused on cancer treatments.
3 minute read
Berkshire Pay Structure Is Straight Out of the ’60s
Berkshire employs no complex and incomprehensible compensation formulas for executives.
4 minute read
Berkshire Could Repurchase Over $50 Billion of Stock Annually Based on Recent Buy
Many Berkshire Hathaway holders would like to see it get more aggressive with stock repurchases.
4 minute read
Berkshire Bought Back $225 Million of Stock on March 4, the Day It Resumed Buybacks
Berkshire Hathaway resumed stock repurchases after a nearly two-year hiatus, buying back 309 Class A equivalent shares on March 4, Barron’s calculates.
1 minute read
Bill Ackman’s Pershing Square IPO Is Coming. Should You Buy?
The billionaire investor has had a great record over the past seven years. Now he’s making it easier for U.S. investors to buy in. Beware.
Long Read
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