Tag
Berkshire Hathaway
17 articles
Berkshire's 19.9% CAGR Crushes the Market: Why Buffett's Philosophy Still Works
Warren Buffett's 5.5 million percent return over 60 years proves that patient capital and disciplined stock picking compound into generational wealth.
BNSF's $4.4B Payout Shows Hidden Value in Berkshire
Berkshire's railroad subsidiary generated a 12.7% yield on its $34.5 billion 2010 acquisition, with 2026 tracking to match 2025's $4.4 billion dividend.
Buffett Targets Speculators; Vertex and Eli Lilly Offer Conviction Plays
Warren Buffett warns against options trading and short-term gambling. Two pharma leaders with durable competitive moats—Vertex in cystic fibrosis and Eli Lilly in GLP-1s—offer portfolio stability.
Berkshire's $900M Bet on Bending Spoons: Discount SaaS Consolidation at Scale
Berkshire Hathaway has invested $330 million more in the Italian holding company, valuing it at $30 billion as it acquires distressed software firms at steep discounts.
Berkshire's NEAM Dumps Broadcom, Alphabet for S&P 500 ETFs
New England Asset Management, a $863 million Berkshire Hathaway subsidiary, sold 97 percent of Broadcom and 48 percent of Alphabet while deploying $149 million into broad-market index funds.
Berkshire Energy Eyes AI Data Centers as $2B Profit Machine
Berkshire Hathaway Energy posted $2 billion in first-half profits and is positioning itself to capture AI infrastructure demand, but permitting delays are the constraint.
Buffett Steps Back: Berkshire's Leadership Transition Complete
Greg Abel assumes full control as CEO while Buffett takes Chairman Emeritus role, formalizing succession after 56 years at the helm
Apple's Dividend Runway: 13% Earnings Growth Supports Aggressive Payout Expansion
With a 12% payout ratio and $82B in annual buybacks shrinking share count, Apple can raise its dividend far faster than the modest 0.3% yield suggests.
S&P 500 Slips From Record as Oil's 5% Jump Tightens the Rate Path
Brent crude settled at $87.72 Monday as Strait of Hormuz uncertainty returned, pulling the S&P 500 4.53 points below Friday's all-time high.
Abel Puts $38B Into Alphabet, Cuts Berkshire's Cash Pile by $15B in One Quarter
A portfolio disclosure shows Berkshire's Alphabet stake hit 106 million shares as Greg Abel spent a net $20 billion on stocks — the largest quarterly outlay since 2022.
Burry Exits Berkshire: Abel Lacks Buffett's Patience, Cash Pile Stays Large
Michael Burry says Berkshire Hathaway is no longer attractive under Greg Abel, citing capital allocation concerns despite an $8 billion cash drawdown in Q2.
Berkshire Hathaway: Abel's $11 Billion Buyback Says the Stock Is Cheap
CEO Greg Abel's aggressive share repurchases and strategic acquisitions signal Berkshire Hathaway trades below its estimated intrinsic value.
Berkshire Hathaway's 2% Gain Masks Durable Compounding Power
Berkshire trails the S&P 500 by six points year-to-date, but its cash-generating structure and disciplined capital allocation make the gap misleading.
Berkshire's Apple Stake Holds at $300 Under Abel's Growing Influence
Greg Abel's strategic influence at Berkshire Hathaway reinforces the conglomerate's commitment to Apple, valuing its ecosystem and cash generation
Berkshire's Abel Buys Back Into Delta Air Lines After Buffett's 2020 Exit
New CEO's investment marks Berkshire's return to airlines after Warren Buffett sold all airline stakes during the pandemic
Berkshire's $11.35 Billion Earnings Signal Economic Resilience, Challenging Fed Rate Cut Hopes
Robust quarterly results from Berkshire Hathaway underscore a surprisingly resilient U.S. economy, compelling the fixed income market to recalibrate its expectations for Federal Reserve policy easing.
Berkshire's 18 Percent Profit Surge: Wall Street Underprices Diversified Asset Base
Berkshire Hathaway's first quarter operating profits rose 18 percent, coupled with strategic stock buybacks, reinforcing its robust financial position despite market skepticism.