Warren Buffett was interviewed on CNBC on August 30, 2018, his 88th birthday. The 5 highlights were: (1) Stocks are currently more attractive than fixed income or real estate. (2) Buffett recently purchased additional shares of Apple. The value of an iPhone to the user far exceeds its cost of $1,000. (3) Berkshire...
According to The Economic Times, Berkshire Hathaway is in talks to acquire a $300 million stake (3-4%) in India’s Paytm. Todd Combs is leading the transaction for Berkshire. If this deal is closed, it would represent Berkshire’s first direct investment in India. Article by Dr. David Kass
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...
Warren Buffett, who will observe his 88th birthday on August 30, will no longer meet with college students in Omaha. Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to...
The six largest companies by market capitalization represent 20% of the total market capitalization of the S&P 500 of $23 trillion. The six largest are: Apple ($1.005 Trillion), Amazon ($926 Billion), Alphabet ($880 Billion), Microsoft ($843 Billion), Facebook ($529 Billion), and Berkshire Hathaway ($518 Billion). Get The Timeless Reading eBook...
After the market closed today, Berkshire Hathaway announced a major liberalization in its policy for buying back its shares. After release of its second quarter results on August 3, Berkshire may buy back its shares at any time when both Warren Buffett and Charlie Munger agree that the price...
PrI am quoted in this Smith Brain Trust (Robert H. Smith School of Business, University of Maryland) article on Kraft Heinz and Campbell Soup. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet,...
Notes from the 2018 Berkshire Hathaway Annual Meeting. (Notes taken by Professor David Kass, Department of Finance, Robert H. Smith School of Business, University of Maryland) Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on...
Seeking Alpha published my presentation before the Chartered Financial Analysts Society of Washington, DC on June 6, 2018. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...
Berkshire Hathaway will receive $1.7 billion from its 39 million share stake of USG which has agreed to be acquired by Knauf at $44 per share. Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it...
CNBC has reported that David Feinberg, CEO of Geisinger, has declined the offer to be CEO of the health care joint venture of Berkshire, JP Morgan, and Amazon. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Article by Dr. David Kass Warren Buffett: CEO...
Bayer will close its deal to acquire Monsanto at $128 per share on June 7. Berkshire Hathaway owns 19 million shares of Monsanto valued at $2.4 billion (as of March 31, 2018). Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Article by Dr....
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...
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...
Berkshire Hathaway offered to sell its many year 30.8% stake in USG to privately held Knauf for $42 per share, representing a 25% premium over its closing price of $33.51 on March 23. At Berkshire Hathaway’s 2017 annual meeting, Warren Buffett said: “Berkshire has held equity in USG through two...
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