Berkshire holds a near-record $373 billion in cash.
Long Read
Oil supply under threat as conflict widens, chaos spreads through travel, shipping, jobs report due on Friday, and more news to start your day.
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Warren Buffett has written that traditional norms about CEOs retiring at 65 don’t apply at Berkshire.
1 minute read
Greg Abel identified four large Berkshire equity investments—Apple, American Express, Coca-Cola, and Moody’s—and suggested they are forever stocks, or close to it.
4 minute read
This year’s letter comes in at 18 pages, significantly longer than Buffett’s letters, which tended to run 10-15 pages.
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His estimate of intrinsic value is about 13% above Berkshire’s current stock price. Two other analysts have a lower valuation.
4 minute read
Greg Abel likely won’t get to everything. But it should make for a fascinating read.
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The Supreme Court’s decision to strike down the Trump administration’s current tariffs marks a legal turning point, not a policy pivot, says Wells Fargo. Plus, investment newsletter commentary on GDP, AI spending, Fed policy, and Berkshire Hathaway’s holdings.
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The 13-F filing is of interest to the market because it covered the final quarter during which Warren Buffett was Berkshire’s CEO.
1 minute read
Buffett may have departed the stage at the end last year but he’s still giving investors plenty of direction from the wings.
1 minute read
Berkshire bets on New York Times, Palo Alto beats on earnings, Nvidia wins megadeal with Meta, and more news to start your day.
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In a form 4 filing, Berkshire said it sold about 330,000 of Liberty Live Group’s nonvoting class C shares from Jan. 6 to Jan. 16.
2 minute read
The filing came from the last quarter in which Warren Buffett was still the CEO.
4 minute read
The company’s filing of its fourth-quarter equity holdings is expected Tuesday.
3 minute read
Trump revokes environmental regulations, DraftKings plans steep 2026 spending, Berkshire’s new CEO to debut shareholder letter, and more news to start your day.
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Investors are eager to hear what Warren Buffett’s successor Greg Abel has planned in terms of capital allocation.
1 minute read
The conglomerate has almost tripled its investment, which began in 2019.
3 minute read
The company is having its best day of relative performance versus the S&P 500 in nearly a year
3 minute read
Contrafund’s stake in Berkshire is now worth about $10 billion, Barron’s calculates.
3 minute read
The silver foray is one of several examples of former CEO Warren Buffett making a smart call, but then selling the investment too soon.
4 minute read
The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.
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Trump cancels Greenland tariff threats, Supreme Court justices appear skeptical of Trump’s bid to fire Fed governor Lisa Cook, Amazon hits back at Walmart with planned megastore, and more news to start your day.
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Warren Buffett has famously said investors should be “fearful when others are greedy and greedy when others are fearful.
3 minute read
Berkshire now holds a 27.5% stake in the food company—or 325.4 million shares.
2 minute read
Trump addresses Davos today, Mag 7 stocks reflect fear over AI trade, Netflix’s softer margin guidance overshadows earnings beat, and more news to start your day.
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