Warren Buffett

Warren Buffett

Last Update: 2015-02-17

Number of Stocks: 47
Number of New Stocks: 2

Total Value: $109,365 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Warren Buffett Watch

  • Why General Motors is a good buy at current levels

    General Motors (GM) has seen a lot of positive analysts commentary after announcing $5 billion share repurchase program earlier this month. Citigroup’s analyst Itay Michaeli believes that the stock has more catalysts going forward. In his latest report, he commented,


      


  • The Investor Rush To Index Funds And ETFs Has Left A Lot Of Unloved, Undervalued Stocks – Sprott's Whitney George

    Whitney George has joined Sprott, bringing over two value-oriented funds currently with around $285 million in assets.1


    He says that investors have lost sight of the businesses they own because they’re looking at indexes, not individual stocks.

      


  • Investors Behaving Badly – CMG's Steve Blumenthal


    “The secret to my success is that I buy when everyone else is selling and I sell when everyone else is buying.” – Sir John Templeton

      


  • Berkshire Hathaway Is My Hedge – Author Michael Lewis

    Is the stock market in bubble territory? Author Michael Lewis isn't sure, but he isn't losing any sleep over it.


    Why? Because he feels his portfolio is well positioned to thrive if the market tumbles due to his large Berkshire Hathaway holding.

      


  • A Peek into Ted Weschler’s Thought Process

    On March 3, 2014 on CNBC’s Squawk Box, Ted Weschler discussed Berkshire’s (BRK.A)(BRK.B) investment in DaVita Healthcare Partners (DVA). Here is the video:


      


  • Edward Lampert's Recent Buys

    Lampert is the founder of RBS Partners, L.P., a private investment company, and the chairman of Sears Holdings Corporation (SHLD). Since starting RBS Partners, L.P. in 1988 at the age of 25, he has racked up returns averaging 29% a year. He is #68 on the list of Forbes 400 Richest Americans.


    Web Page:http://www.searsholdings.com/invest/

      


  • What Special Forces Can Teach Us About Investing

    When I was a young Army officer (well, a second lieutenant, anyway, which only other second lieutenants believe to be a “real” officer rank) I was assigned to a Psychological Operations (PSYOP) Group. PSYOP doesn’t exist in the Army today; political correctness has softened the harshness of Psy War (Golly, “harshness” as an element of warfare? Perish the thought). It’s now called Military Information Support Operations.


    Whatever we call it, the job of the Psy Warrior is to either induce or reinforce behaviors favorable to United States national objectives, assuming of course that the United States leadership actually has objectives (and can articulate them.) We trained with and deployed with other special operators so it was a challenging and exciting job, but I noticed that the Special Forces (Green Beret) teams seemed to have even more fun and adventure.

      


  • Warren Buffett's 4 Portfolio Stocks That Are On Sale

    The best living investor Warren Buffett (Trades, Portfolio) had another excellent year in 2014. His company, Berkshire Hathaway (BRK.A)(BRK.B) experienced a 28% increase in book value, besting the S&P 500’s 11% gain. The outperformance takes him out of two years of returns more closely tracking the index.


    Buffett gave investors some new advice to investors in his annual letter released in 2014, encouraging them to rethink volatile markets:

      


  • Nasdaq 5000 – What A Difference 15 Years Makes – The View From Oakmark Funds

    Reading the financial press over the last few weeks, you may have noticed several articles highlighting the NASDAQ Composite’s return to the 5000 mark in early March – almost exactly 15 years after its prior peak in March 2000. The common theme in the press seems to be wariness that another technology stock bubble could be forming. The attention is understandable, given our human tendency to reflect on big anniversaries and over-emphasize large round numbers; however, we believe concerns of another technology stock bubble are misguided.


    We believe the NASDAQ 5000 of 15 years ago is very different from the NASDAQ 5000 of today. While the price of the index is the same and contains many of the same high-quality technology businesses it did in 2000, the underlying value in the form of earnings is quite different. So different in fact that technology was the second-largest sector weight in the Oakmark Fund, at 25% as of the last quarter, compared to a 0% weighting in March of 2000. So how have we come to such different conclusions 15 years later?

      


  • Decoding Buffett's Famous Quotes

    Most of us can recite most of Mr. Buffett’s famous investment-related quotes. I have constantly kept reminding myself of his wonderful quotes. However, earlier in my investment career, I realized that the fact that I can recite those quotes adds very little value to my investment skills because I didn’t go a step further and ask the question why and what experiences taught Mr. Buffett these lessons. Being a slow learner, it took me a while to grasp the power of what I call “decoding Mr. Buffett’s bites.” In this article, I’d like to share with the readers the approach I adopted in order to get a deep understanding of Mr. Buffett’s investment wisdoms. Although it has worked well for me, I cannot guarantee that it will work well for you.


    Let me use one of my favorite quotes as an illustration:

      


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User Comments

StrimpleEliz
ReplyStrimpleEliz - 1 month ago
Hey I am from USA for the first time he . I came across this board and I in finding It truly useful & it helped me out much. Thank You blogging tips and tricks
Robsones
ReplyRobsones - 2 months ago
Hi Gurufocus,
When are you updating each gurus buys and sells since 11/14/14 when it was last updated?
Purmer
ReplyPurmer - 3 months ago
Just buy Berkshire Hathway and relax for the rest of your live. Don,t outsmart Buffet
Dusty506
ReplyDusty506 - 4 months ago
Correction.. that's operating cash flow divided by shares outstanding. then divide that by earnings per share
Dusty506
ReplyDusty506 - 4 months ago
Skl_c9@yahoo.com,
try price to operating cash value. and then compare that ratio to price to earnings . I found wells fargo and davita to have the highest of any stocks I've fooled around with. wells is 2.72 and davita is 2.44. also enr is 3.01. They're competitors of Duracell. still just experimenting
Gurufocus
ReplyGurufocus - 5 months ago
@Rdonehow: List those with share number changes of more than 20%, or impact to portfolio more than 0.1%.
Rdonehow
ReplyRdonehow - 5 months ago
Same question as Jimmyjam.
Rdonehow
ReplyRdonehow - 5 months ago
I have the same question.
Jimmyjam
ReplyJimmyjam - 7 months ago
Berkshire buys 3M shares of GM, a 10% increase. Why not listed in latest stock picks?
Skl_c9@yahoo.com
ReplySkl_c9@yahoo.com - 8 months ago
IN MOST OF THE ARTICLE IT IS WRITTEN THAT WARREN BUFFET BUYS STOKS BASED ON HIGH ROE , LOW PE ,LOW P/B VALUE ETC . BUT WHEN I CHECK I DO NOT FIND ANY F THEM SUPPORTING HIS PORTFLIO. IT CREATS CON FUSION.
SKL
Anurag.mital@facebook
ReplyAnurag.mital@facebook - 9 months ago
there are a lot bad data on the web site
Manfred Bognar
ReplyManfred Bognar - 9 months ago
Hamed.dadgour@yahoo,

... and is not fixed yet!
Jandup
ReplyJandup - 9 months ago
Why is the dividend reported on Gurufocus for AAPL much higher than other sources. Is it correct?
Hamed.dadgour@yahoo
ReplyHamed.dadgour@yahoo - 11 months ago
Hi Gurufocus,

Thank you for your amazing website. I have one comment:
the stock price for LBTYA seems wrong because you website has not taken into account the fact that there was a stock split back in Feb 2014. You show the stock is down more than 50%, which is misleading.

Hamed
Fofofum@yahoo
ReplyFofofum@yahoo - 1 year ago
y should they show anybody Buffetts portfolio in the first place, show the world your up to date portfolio how about it. If you need help maybe you should learn and study your own picks and not get em off somebody elses coattails, sorry but you asked the question, anyway as you can see he only buys the best of the best stocks, you don't have to look at his portfolio to know that,goodluck!
Vicvic
ReplyVicvic - 1 year ago
WHY CAN'TE WE.....TH GET A CURRENT LIST INSTEAD OF ONE THAT IS 6 MONTHS OLD? HE REPORTS HIS PURCHASES WITHIN A FEW DAYS.THANKS...
Gurufocus
ReplyGurufocus - 1 year ago
"Do we know if the DirecTV sell listed on this page is correct? The sell is not listed under the "Stock Picks" tab."

Yes, it is correct! The impact to portfolio is very small so we did not list under "Stock Picks" tab.
Culpel
ReplyCulpel - 1 year ago
Dear Gurufocus,

Do we know if the DirecTV sell listed on this page is correct? The sell is not listed under the "Stock Picks" tab.

Thank you,

Reid
Buy land
ReplyBuy land - 1 year ago
Why does the chart show that DVA has different current prices? Any ideas?
Lacatena
ReplyLacatena - 1 year ago
Question:
Why was XOM not marked as new buy (30th September) in the stock picks in the Portfolio of Mr. Buffett ? It appear only today the 18th November ?
Thanks
Francesco



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