Bill Gates

Bill Gates

Last Update: 2014-05-15

Number of Stocks: 20
Number of New Stocks: 2

Total Value: $19,805 Mil
Q/Q Turnover: 0%

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

Bill Gates Watch

  • Book Review: Guns, Germs and Steel

    Bill Gates (Trades, Portfolio) said he was blown away by Guns, Germs and Steel. Charlie Munger (Trades, Portfolio) also recommends it. I couldn't agree more.

    Jared Diamond takes a close look at why Europeans were able to conquer North America and other regions of the globe. Obviously, it's because they had the guns, the horses and the immunity to some important germs that otherwise decimated their opponents. But Diamond doesn't stop at this well-known yet simplistic viewpoint. He peels the onion to its core to figure out why Europeans had these advantageous elements.

    The commonly accepted racist component is dismissed right at the outset. Diamond discusses separations of people of the same ethnic groups, and how these have resulted in vastly different societies with different levels of technological sophistication and immunities.

      


  • Book Review: Who Says Elephants Can't Dance

    I finally got around to reading the Warren Buffett (Trades, Portfolio) recommended Who Says Elephants Can't Dance. I should have read it a long time ago; it is easily the best book by a former CEO that I've ever read.

    Lou Gerstner was brought in to lead IBM in the early 1990s as it was losing money hand over fist. The company had become bloated following decades of success with its mainframe computer. But now, a slew of component makers (as opposed to the fully integrated sytems from IBM) were disrupting the mainframe with cheaper (albeit less reliable) alternatives. Not only did Gerstner have to stop the bleeding (mainframe sales were down big as desktop sales were taking off) ASAP, but he also had to change the company's long-term strategy so that it was no longer reliant on a product destined for decline.

    There were a lot of reasons I enjoyed this book. First, the level of detail Gerstner goes into when discussing strategic direction is awesome. Gerstner discusses the stack, the fully integrated portfolio IBM had provided its customers, including hardware, software, services and their subcomponents. Competitors were specializing within individual subcomponents, resulting in more efficient operations, but more headaches for customers who had to put the components together. Gerstner had to figure out where IBM strategically fit on that stack, and he takes you through the thought process that caused him to focus the company on middleware and services, while shutting down or selling many of the other areas which IBM used to provide.

      


  • Bill Gates - The Rolling Stone Interview

    At 58, Bill Gates (Trades, Portfolio) is not only the richest man in the world, with a fortune that now exceeds $76 billion, but he may also be the most optimistic. In his view, the world is a giant operating system that just needs to be debugged. Gates' driving idea – the idea that animates his life, that guides his philanthropy, that keeps him late in his sleek book-lined office overlooking Lake Washington, outside Seattle – is the hacker's notion that the code for these problems can be rewritten, that errors can be fixed, that huge systems – whether it's Windows 8, global poverty or climate change – can be improved if you have the right tools and the right skills. The Bill & Melinda Gates Foundation, the philanthropic organization with a $36 billion endowment that he runs with his wife, is like a giant startup whose target market is human civilization.


    Personally, Gates has very little Master of the Universe swagger and, given the scale of his wealth, his possessions are modest: three houses, one plane, no yachts. He wears loafers and khakis and V-neck sweaters. He often needs a haircut. His glasses haven't changed much in 40 years. For fun, he attends bridge tournaments.

      


  • Bill Gates Foundation Buys McDonald's, Exxon Mobil, Caterpillar Inc, Sells Procter & Gamble, Air Products & Chemicals

    Bill & Melinda Gates Foundation Trust has reported its fourth quarter portfolio. The foundation portfolio usually invests in blue chips that are traded at reasonable prices.  It buys McDonald's, Exxon Mobil, Caterpillar Inc, Wal-Mart etc, sells Procter & Gamble Co, Air Products & Chemicals Inc, Toyota Motor Corp, Diamond Foods, Inc. during the 3-months ended 12/31/2013, according to the most recent filings of his investment company, Bill & Melinda Gates Foundation Trust. As of 12/31/2013, Bill & Melinda Gates Foundation Trust owns 18 stocks with a total value of $20.1 billion. These are the details of the buys and sells.




  • Warren Buffett on the Dan Patrick Show

    Where does Warren Buffett (Trades, Portfolio) live?


    In a house that cost him $31,000 that he bought 50 years ago.

      


  • The World's Richest Man Bill Gates on Charlie Rose

    Billionare, philanthropist, best pal of Warren Buffett (Trades, Portfolio). Bill Gates (Trades, Portfolio) has everything most of us want but will never have.


    This week he sat down with Charlie Rose to discuss all of his favorite topics.

      


  • 10 Dividend Stocks Delivering the Secret to Success

    We all want to learn the secret to success. Many get-rich-now infomercials have preyed on this desire while making the sellers wealthy at the expense of the buyers. I have good news for you: There really is a secret to success, and what is even better news is that the secret is not hard to discover. It has been right there in front of you all this time. Your parents likely taught it to you in the form of a fable. Let's explore this secret to success a little more.


    As a child most of heard (or watched) Aesop's fable "The Tortoise and the Hare." The story is about confident hare that brags about how fast he can run while poking fun at a slow-moving tortoise. The tortoise having tired of the hare's haranguing challenges him to a race. The hare jumps out to an early lead and decides to take a nap midway through the race. When he awakes, he finds that the tortoise made steady progress and beat him to the finish line.
      



  • Gates Foundation 2014 Annual Letter

    MYTH ONE


    POOR COUNTRIES ARE DOOMED TO STAY POOR

      


  • Bill Gates – Wealthiest Person and Largest Earner of 2013

    Guru and Microsoft mogul Bill Gates (Trades, Portfolio) is once again the richest person in the world according to the Bloomberg Billionaires Index, which tracks the 300 wealthiest people across the world.  Gates saw success in various parts of his life which ultimately added $15.8 billion to give him a massive $78.5 billion fortune.


    Gates saw great success coming from his company Microsoft where he holds about 4.3% of the company and where shares alone jumped 40%.  But other than his own company Gates saw notable success in his various investments such as Canadian National Railway which rose 34% this year and Ecolab which has gained 45% over the past year.  His recent successes boost him above the previous richest person, a Mexican investor named Carlos Slim.

      


  • Microsoft’s Investors Lobby for Gates to Step Down from Microsoft

    Over the past week three of Microsoft’s (MSFT) top 20 investors vocalized to the board that they want co-founder and chairman Bill Gates to step down from his position in the company. The larger shareholders aren’t only after Gates; Microsoft CEO Steve Ballmer has also been under a lot of pressure over the past few years. The two have been under a lot of fire to improve the company’s performance and share price, but this seems to be the first time that major shareholders are attacking Gates.

    While these shareholders have voiced their concerns, there is no indication that Microsoft’s board would pay them any attention. These investors collectively hold more than a 5% stake in the company, according to Reuters, and the company has requested that these investors remain anonymous because their discussions were private.  


  • Microsoft’s Strength in Difficult Market - Gates Unloads 20 Million Shares

    Reporting for 12 months ended June 30, 2013, Microsoft Corporation’s net income is down around $5 billion. According to the company, these financial results reflect “ongoing strength in enterprise offset by a challenging consumer PC market.” One of four U.S. companies with the highest AAA credit rating, Microsoft Corp. reported quarterly revenue of $19.90 billion for the quarter ended June 30, 2013, compared to $18.05 billion in the same period a year ago. Operating income, net income, and diluted earnings per share for the quarter were $6.07 billion, $4.97 billion, and $0.59 per share, according to a company press release.

    Microsoft raised its dividend by 22% today and announced a $40 billion share repurchase program that will replace its current program expiring at the end of September, according to CNN. The company will pay a 3.4% dividend yield, compared to the Apple Inc. (AAPL) yield of 2.7%. Microsoft’s dividend yield is currently 2.80% with a dividend payout ratio of 34.5%.  


  • Berkshire Billionaire Found with More Shares Than Bill Gates



  • 3 Stocks Building Wealth with Dividend Increases

    Have you ever wondered just where are all the get-rich-now infomercial millionaires? I know several people who have purchased one or more of these get-rich-now kits, but I don't know of anyone who actually got rich from purchasing the kit. Warren Buffett and Bill Gates didn't build their fortunes with a get-rich-now kit. They worked hard and built it steadily over time.

    In much the same way, a disciplined approach to investing, such as dividend growth stocks, can be highly effective. Though it may seem boring to many, I find it exciting to see my income growing as the finish line approaches.  


  • The Latest 7 Investment Decisions from Bill Gates

    Today I would like to introduce you to the latest stock buys and sells from Bill Gates. Gates is not only a self-made billionaire who got his wealth from Microsoft. He is a much more diversified guy as you might think. A few years ago, Gates founded the Bill & Melinda Gates Foundation Trust which has a current portfolio value of around USD17.8 billion.

    The trust owns only 21 stocks of which around half of the value comes from the insurance company led by Warren Buffett, Berkshire Hathaway.  


  • Bill & Melinda Gates Foundation Trust – Reduced BRK.B, Sold Out Five Companies

    The Bill & Melinda Gates Foundation Trust’s portfolio currently lists 21 stocks, with a total portfolio value of $17.8 billion, and a quarter-over-quarter turnover of 0%. The Trust’s top three investment sectors are weighted with financial services at 46.9%, consumer defensive at 17.9% and industrials at 15.9%. According to the GuruFocus Score Board of Gurus, the Gates portfolio has averaged a return of 21.1% over 12 months.

    Here are all five sell-outs and one reduction made in the portfolio, as of June 30, 2013:  


  • The Importance of Corporate Governance for Successful Income Investing

    Everyone’s actions are typically driven by self-interest. That is what has generated strong growth in the world economy over the past two centuries. Sometimes however, different individuals might have actions which might not be in the best self-interest of the people they work for. I am referring to the issue of corporate governance in many of today’s corporations.

    The issue is that the goals of managers and shareholders might differ. Managers for example might be compensated based on total profits or total sales. As a result, they might end up pushing for acquisitions of businesses that might deliver short term boosts in these key metrics, but might end up being disastrous for shareholders wealth. Other managers might prefer to allocate excess cash to repurchase stock rather than pay a dividend, in order to increase share prices that would make their incentive stock options more valuable. A third group of managers might even attempt to manipulate accounting records in order to inflate profits and collect their fat performance bonuses.  


  • A Complete Benjamin Graham Analysis for Microsoft Corp.

    Benjamin Graham was Warren Buffett's professor and mentor at Columbia Business School. Buffett even named his son, Howard Graham Buffett, after Graham. In the preface to Graham's book,"The Intelligent Investor," Buffett calls it "by far the best book about investing ever written."

    Serenity's Benjamin Graham Screener applies the 16 financial criteria given by Graham to all 4,700 NYSE and Nasdaq stocks to find defensive, enterprising and NCAV-grade Graham stocks. Today, we will do a complete Graham analysis for Microsoft (MSFT) and see what grade and price Graham would have recommended for it.  


  • Bill Gates - The Three Things I've Learned from Warren Buffett



  • U2's Singer Bono and Bill Gates Discuss How They Hope To Help The World

    Some of the world's ultra-rich spend their time entertaining themselves. Their millions and billions of dollars are allocated towards buying sports teams, yachts and gold-plated toilets.

    Then there are the people like Bill Gates, Bono and Warren Buffett who we should all be glad became so incredibly wealthy. Their money and in the case of Gates and Bono their time is being spent for the betterment of society.  


  • Bill Gates Speaks to Bloomberg About America's Fiscal Future and His Efforts to Eliminate Polio

    It is nice to see Warren's buddy get a little television time for himself.

    My hobbies are golf and lifting weights. Bill's hobby is eradicating diseases.  


Add Notes, Comments or Ask Questions

User Comments

Gurufocus
ReplyGurufocus - 5 months ago
hi Boutch2fr,

this is the portfolio of Gate Foundation Trust instead of Cascade Investment.
Boutch2fr
ReplyBoutch2fr - 5 months ago
is DEERE maybe missing?
on the Deere IR website, Cascade investements LLC (Bill Gates (Trades, Portfolio) holding) is the main shareholder with 8% of shares, valueing that stake at around 2,5 billion.
That would make it second behind Berkshire on the list...
Gurufocus
ReplyGurufocus - 6 months ago
It is true that Gates isn't buying Berkshire. But his other holdings are interesting.
Josh Zachariah
ReplyJosh Zachariah - 6 months ago
I question the value of tracking this fund. Gates isn't buying Berkshire, Buffett is gifting Berkshire shares to the Gates foundation.



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