Dr. David Kass – ValueWalk Premium

Is Warren Buffett Building a Large Stake in a Secret Stock?

In Berkshire’s 13F for the third quarter: “Confidential information has been omitted from the public Form 13F report and filed separately with the U.S. Securities and Exchange Commission.” Q3 2020 hedge fund letters, conferences and more I am quoted in a Business Insider article: “Warren Buffett is buying a secret stock...

SPACs – Why Investors Should Be Cautious

SMITH BRAIN TRUST – This year, special purpose acquisition companies, or SPACs, seem to be all the rage, as companies seek to go public while bypassing the initial public offering process. But, be wary, Maryland Smith’s David Kass advises. Q3 2020 hedge fund letters, conferences and more While SPACs do offer investors an...

Berkshire Hathaway to Invest in E.W. Scripps

In an E.W. Scripps press release yesterday, it was revealed that Berkshire Hathaway was planning to assist in the company’s $2.65 billion acquisition of ION Media: Q2 2020 hedge fund letters, conferences and more Berkshire Hathaway investment highlights Amount of preferred stock: $600 million Dividends: 8% per year if paid...

The Great Health Crisis

COVID-19 is a once in a century event that the world has not experienced since the Spanish Flu of 1918. Fortunately for the United States, we have entered this public health crisis with a strong economy and banking system. The stock market and the economy will start to recover as...

30 Highlights of Warren Buffett on CNBC – February 24, 2020

Warren Buffett was interviewed on CNBC from 6:00 a.m. – 9:00 a.m. Q4 2019 hedge fund letters, conferences and more These are 30 highlights: (1) Buying stocks is the equivalent of buying businesses. (2) Stocks grow in value because of companies investing retained earnings. (3) Stocks are cheaper than bonds. The 30 year U.S....

6 Largest Market Capitalizations

6 largest market capitalizations: Q4 2019 hedge fund letters, conferences and more stevepb / Pixabay (1) Apple — $1.35 trillion (2) Microsoft — $1.22 trillion (3) Google — $969 billion (4) Amazon — $938 billion (5) Facebook — $614 billion (6) Berkshire Hathaway — $553 billion Article by Dr. David Kass

S&P 500 Total Return Up in 80% of Past 78 Years (1942-2019)

Over the past 78 years (1942-2019), the S&P 500 (with dividends included) has gone up in 80% of those years. Q4 2019 hedge fund letters, conferences and more pasja1000 / Pixabay S&P 500 Total Returns by Year Year Total Return 2019 31.49 2018 -4.38 2017 21.83 2016 11.96 2015 1.38 2014 13.69 2013 32.39 2012 16.00 2011 2.11 2010 15.06 2009 26.46 2008 -37.00 2007 5.49 2006 15.79 2005 4.91 2004 10.88 2003 28.68 2002 -22.10 2001 -11.89 2000 -9.10 1999 21.04 1998 28.58 1997 33.36 1996 22.96 1995 37.58 1994 1.32 1993 10.08 1992 7.62 1991 30.47 1990 -3.10 1989 31.69 1988 16.61 1987 5.25 1986 18.67 1985 31.73 1984 6.27 1983 22.56 1982 21.55 1981 -4.91 1980 32.42 1979 18.44 1978 6.56 1977 -7.18 1976 23.84 1975 37.20 1974 -26.47 1973 -14.66 1972 18.98 1971 14.31 1970 4.01 1969 -8.50 1968 11.06 1967 23.98 1966 -10.06 1965 12.45 1964 16.48 1963 22.80 1962 -8.73 1961 26.89 1960 0.47 1959 11.96 1958 43.36 1957 -10.78 1956 6.56 1955 31.56 1954 52.62 1953 -0.99 1952 18.37 1951 24.02 1950 31.71 1949 18.79 1948 5.50 1947 5.71 1946 -8.07 1945 36.44 1944 19.75 1943 25.90 1942 20.34 Article by Dr. David Kass

Berkshire Hathaway’s Stake in Apple Doubles in Value

At today’s closing price of $289.91 for Apple, Berkshire’s 5.4% stake in the company is valued at $72 billion, double its $36 billion investment.  One of Berkshire’s portfolio managers, Ted Weschler or Todd Combs, made Berkshire’s initial purchases in Apple during the first quarter of 2016. Since then, however,...

55% of Americans Own Stocks

55% of Americans own stocks, directly or through 401(k)s, individual retirement accounts, mutual funds, or other means. Q3 2019 hedge fund letters, conferences and more geralt / Pixabay Gallup found 55% of Americans reporting they own stock in April 2019, similar to the average of 54% Gallup has measured since 2010. This...

Warren Buffett On Success In Investing

This is my favorite Warren Buffett quote: Q3 2019 hedge fund letters, conferences and more “Success in investing doesn’t correlate with IQ once you’re above the level of 120.  What you need is the temperament to control the urges that get other people into trouble in investing.  If your IQ is...

Part Of The Allure Of Gold Is About Fear

SMITH BRAIN TRUST – Ancient rulers loved it. Modern investors have, at times, flocked to it. What is it about gold, anyway? Q3 2019 hedge fund letters, conferences and more Stevebidmead / Pixabay Gold prices have gained more than 15% this year, amid worries about the trade war between the United States and China,...

3 Highlights Of Berkshire Hathaway’s 2019 Third Quarter Report

Berkshire Hathaway released its 2019 third quarter report this morning.  The highlights are: Q3 2019 hedge fund letters, conferences and more warren-buffett-omaha-berkshire.jpg (1) Berkshire’s operating earnings were up 14.2% in third quarter. (2) Berkshire’s cash rose to $128 billion at end of third quarter from $122 billion on June 30. (3) Berkshire bought back about $700 million...

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