Berkshire Hathaway (BRK)

[winston]

not vested

Berkshire Hathaway

Since the Oracle of Omaha became CEO, Berkshire Hathaway’s Class A shares have produced an annualized return of 19.8% for the company’s shareholders. That’s double the annualized total return, including dividends, of the S&P 500.

Another catalyst for Berkshire is that Buffett and his investing team tend to gravitate toward cyclical businesses. Rather than trying to time when recessions or bear markets will occur, the Oracle of Omaha has realized that it’s far more beneficial to have his investments in place to take part in the disproportionately long periods where the U.S. and global economy are expanding.

There’s also Berkshire Hathaway’s unsung heroes: its dividend stocks. If the company’s investment portfolio were to remain unchanged throughout 2023, Berkshire Hathaway would collect more than $6.1 billion in dividend income. Dividend stocks are almost always profitable, and they’ve substantially outperformed nonpaying stocks over long periods.

Lastly, Berkshire Hathaway has an impressive capital-return program. Although it doesn’t pay a dividend, Warren Buffett and executive vice chairman Charlie Munger have given the green light to $66 billion worth of share repurchases since July 2018.

Source: Daily Trade Alert

[behappyalways]

Buffett's Berkshire, Awash In Cash, Can't Find Much To Buy
https://www.zerohedge.com/markets/buffe ... d-much-buy

[behappyalways]

Here’s a full recap of everything Warren Buffett and Charlie Munger said at Berkshire’s annual meeting
https://www.cnbc.com/2023/05/06/berkshi ... dates.html

[behappyalways]

Here Is What Warren Buffett Bought And Sold In Q1
https://www.zerohedge.com/markets/here- ... nd-sold-q1

[behappyalways]

Following the surge in Japanese stocks, what is the origin of the stock god's love for "commercial company stocks"? Investing in a trading company violates the iron law of investment?

跟著日股衝高 股神鍾情"商社股"什麼來頭? 入股商社違投資鐵律? 股神嗅出潔淨能源錢景｜非凡財經新聞｜20230614

https://m.youtube.com/watch?v=2gGH-ckbbJM

[behappyalways]

Warren Buffett Goes Japanese, Increases Trading Houses Stakes (Again)
https://www.zerohedge.com/markets/warre ... akes-again

[behappyalways]

Buffett Buys One Of Only Seven US LNG Export Terminals In $3.3 Billion Deal
https://www.zerohedge.com/markets/buffe ... llion-deal

[behappyalways]

Berkshire Hathaway’s operating earnings rise nearly 7%, cash pile approaches $150 billion
https://www.cnbc.com/2023/08/05/berkshi ... -2023.html

[behappyalways]

Here Is What Warren Buffett Bought And Sold In Q2
https://www.zerohedge.com/economics/her ... nd-sold-q2


Has the U.S. real estate market bottomed out?
Stock god Q2 slams $814 million to bet on 3 major builders, out of Activision Blizzard’s 70% stake
美房市觸底了?股神Q2重砸8.14億美元押注3大建商 出脫動視暴雪7成持股｜非凡財經新聞｜20230815
https://m.youtube.com/watch?v=cTr3_LlN8fQ

[winston]

3 Lessons from Buffett’s Winning Portfolio

by Brad Thomas

Berkshire is the third most profitable company in the world.

Big Castles and Even Wider Moats

Berkshire Hathaway holds such stocks as:
1. Amazon.com (AMZN), with its low-cost, one-stop, at-home shopping appeal
2. Apple (AAPL), with its double-dip status as the “cool kid” on the block that’s also the best made
3. Visa (V), which stands out as one of the world’s most recognized and admired companies (remember the “everywhere you want to be” slogan it used to run? That reputation remains today)
4. Coca-Cola (KO), the world’s largest non-alcoholic beverage company

Berkshire always has $20 billion or more in cash. It sounds crazy [like we’d] never need anything like it. But some day in the next 100 years when the world stops again, we will be ready. There will be some incident. It could be tomorrow. At that time, you need cash. Cash at that time is like oxygen.

By benefiting from volatility-resistant business models, wide moats to fend off competitors and enough cash on hand to profit in times of crisis…

Source; Wide Moat Research

https://dailytradealert.com/2023/08/19/ ... portfolio/