Stocks To Watch In 2019

I was interviewed in this Smith Brain Trust (University of Maryland) article on the 2019 outlook for the economy and stocks. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay These Companies Are Poised For Excitement In 2019 SMITH BRAIN TRUST – Like the big man in the North Pole, Maryland Smith’s [...]

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Berkshire Invests $14 billion in Stocks in Third Quarter

By Dr David Kass In an SEC 13F filing after the market closed today, Berkshire Hathaway revealed a net increase of $14 billion in its common stock portfolio during the third quarter of 2018.  This is the largest quarterly increase in its common stock investments in many years. These increases, primarily [...]

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Big Changes To Berkshire’s Portfolio In Q2

In an SEC 13F filing after the market closed today, Berkshire Hathaway revealed major changes to its portfolio as of June 30, 2018.The largest additions to its current holdings in its portfolio were: (1) Apple (AAPL):  + $2.5 billion (14 million shares or 5.2%) (2) Delta Airlines (DAL) : + $500 [...]

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David Kass 2018 Summer Reading List

The 2018 Summer Reading List from the Robert H. Smith School of Business at the University of Maryland contains 16 recommendations including my own: Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Photo by jill111 (Pixabay) The Warren Buffett Shareholder: Stories from inside the [...]

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Buffett Proposed $3 Billion Investment In Uber

According to Bloomberg, Warren Buffett proposed a $3 billion investment in Uber earlier this year.  The talks fell apart as a result of disagreements over the size and the terms of the deal. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid?Article by [...]

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