Warren Buffett and George Soros are legendary figures in the investment world in our times. In 2009, London-based Nicholas Vardy appeared in Moneyshow.com compares the styles and results of two investors and tells who did better. The interview was taken in 2009, but the two Investment Gurus have not changed their investment style since then.
Vardy put it simple: “Warren Buffett is an investor, Soros is a speculator.”
According to Vardy, Soros has relinquished the trading authority to the organization that he built and retreated once again to what is apparent a very busy retirement. According to GuruFocus, his team in Soros Fund Management LLC kept 821 stocks in their portfolio and 280 of them are new one for the quarter of 1Q10, the last time data is available. Diversified? Yes. Fast churning? Indeed.
Buffett, on the other hand, runs a very concentrated portfolio that hardly churns. He and his investment team believe in buy-and-hold. Between Buffett and his lieutenants and their $50+ billion in domestic equity portfolio, there are 36 stocks and none of them were new.
The investment styles of the two are night and day different. Yes, if you are serious and conduct the careful match work, you can find they share 25 stock ideas. Is it possible that all the PhD’s Soros hires to manage his money steal a few ideas from Buffett? You may ask.
Of course that is not true, Soros is far too original to piggyback on Buffett’s portfolio, but it does not hurt if we the less immortals to know and learn what stocks they hold in common.
Here are the second part of list for these stocks:
Also read the Part 1, Part 2 and Part 3 of the list.
A Brief review of the companies with ownership of each investor:
Becton, Dickinson and Co. is engaged principally in the manufacture and sale of a broad line of supplies, devices and systems used by health care professionals, medical research institutions and the general public. Becton Dickinson And Company has a market cap of $15.61 billion; its shares were traded at around $66.89 with a P/E ratio of 13.2 and P/S ratio of 2.2. The dividend yield of Becton Dickinson And Company stocks is 2.2%. Becton Dickinson And Company had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Becton Dickinson And Company the business predictability rank of 4.5-star.
NRG Energy Inc owns and operates a diverse portfolio of power-generating facilities, primarily in the United States. Nrg Energy Inc. has a market cap of $5.82 billion; its shares were traded at around $22.89 with a P/E ratio of 20.3 and P/S ratio of 0.6. Nrg Energy Inc. had an annual average earning growth of 36.7% over the past 10 years. GuruFocus rated Nrg Energy Inc. the business predictability rank of 3-star.
Home Depot is the one of world's largest home improvement retailer. The Home Depot Inc. has a market cap of $47.47 billion; its shares were traded at around $28.25 with a P/E ratio of 15.9 and P/S ratio of 0.7. The dividend yield of The Home Depot Inc. stocks is 3.4%. The Home Depot Inc. had an annual average earning growth of 10.2% over the past 10 years.
Bank of America Corp. is one of the world's financial services companies. Bank Of America Corp. has a market cap of $118.98 billion; its shares were traded at around $13.74 with and P/S ratio of 0.8. The dividend yield of Bank Of America Corp. stocks is 0.3%.
Gannett Co., Inc. is an international news and information company that publishes daily newspapers in the USA, including USA TODAY, the nation'slargest-selling daily newspaper. Gannett Co. Inc. has a market cap of $3.35 billion; its shares were traded at around $14.06 with a P/E ratio of 6.3 and P/S ratio of 0.6. The dividend yield of Gannett Co. Inc. stocks is 1.2%.
Exxon Mobil Corporation's principal business is energy, involving exploration for, and production of, crude oil and natural gas, manufacturing of petroleum products and transportation and sale of crudeoil, natural gas and petroleum products. Exxon Mobil Corp. has a market cap of $304.47 billion; its shares were traded at around $59.72 with a P/E ratio of 13.5 and P/S ratio of 1. The dividend yield of Exxon Mobil Corp. stocks is 2.9%. Exxon Mobil Corp. had an annual average earning growth of 11.2% over the past 10 years. GuruFocus rated Exxon Mobil Corp. the business predictability rank of 3.5-star.
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Vardy put it simple: “Warren Buffett is an investor, Soros is a speculator.”
According to Vardy, Soros has relinquished the trading authority to the organization that he built and retreated once again to what is apparent a very busy retirement. According to GuruFocus, his team in Soros Fund Management LLC kept 821 stocks in their portfolio and 280 of them are new one for the quarter of 1Q10, the last time data is available. Diversified? Yes. Fast churning? Indeed.
Buffett, on the other hand, runs a very concentrated portfolio that hardly churns. He and his investment team believe in buy-and-hold. Between Buffett and his lieutenants and their $50+ billion in domestic equity portfolio, there are 36 stocks and none of them were new.
The investment styles of the two are night and day different. Yes, if you are serious and conduct the careful match work, you can find they share 25 stock ideas. Is it possible that all the PhD’s Soros hires to manage his money steal a few ideas from Buffett? You may ask.
Of course that is not true, Soros is far too original to piggyback on Buffett’s portfolio, but it does not hurt if we the less immortals to know and learn what stocks they hold in common.
Here are the second part of list for these stocks:
| Symbol | Warren Buffett | George Soros | ||||
|---|---|---|---|---|---|---|
| Share | Value ($1000s) | Change | Share | Value ($1000s) | Change | |
| BDX | 1,744,128 | 137,315 | 16.28% | 22,100 | 1,740 | 93.86% |
| NRG | 6,000,000 | 125,400 | 0% | 19,123 | 400 | -35.45% |
| HD | 2,757,898 | 89,218 | 0% | 1,145,800 | 37,067 | -30.98% |
| BAC | 5,000,000 | 89,250 | 0% | 217,400 | 3,881 | -35.76% |
| GCI | 1,740,231 | 28,749 | -20.98% | 17,700 | 292 | 10000% |
| XOM | 421,800 | 28,252 | 0% | 28,700 | 1,922 | 79.81% |
Also read the Part 1, Part 2 and Part 3 of the list.
A Brief review of the companies with ownership of each investor:
Becton Dickinson and Company (BDX, Financial)
Warren Buffett owns 1,744,128 shares of BDX, valued as $137 million as of Mar. 31, 2010, which accounts for 0.27% of his equity portfolio. George Soros owns 22,100 shares of BDX, valued as $2 million as of Mar. 31, 2010, which accounts for 0.03% of his equity portfolio.Becton, Dickinson and Co. is engaged principally in the manufacture and sale of a broad line of supplies, devices and systems used by health care professionals, medical research institutions and the general public. Becton Dickinson And Company has a market cap of $15.61 billion; its shares were traded at around $66.89 with a P/E ratio of 13.2 and P/S ratio of 2.2. The dividend yield of Becton Dickinson And Company stocks is 2.2%. Becton Dickinson And Company had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Becton Dickinson And Company the business predictability rank of 4.5-star.
NRG Energy Inc. (NRG, Financial)
Warren Buffett owns 6,000,000 shares of NRG, valued as $125 million as of Mar. 31, 2010, which accounts for 0.25% of his equity portfolio. George Soros owns 19,123 shares of NRG, valued as $0 million as of Mar. 31, 2010, which accounts for 0.01% of his equity portfolio.NRG Energy Inc owns and operates a diverse portfolio of power-generating facilities, primarily in the United States. Nrg Energy Inc. has a market cap of $5.82 billion; its shares were traded at around $22.89 with a P/E ratio of 20.3 and P/S ratio of 0.6. Nrg Energy Inc. had an annual average earning growth of 36.7% over the past 10 years. GuruFocus rated Nrg Energy Inc. the business predictability rank of 3-star.
The Home Depot Inc. (HD, Financial)
Warren Buffett owns 2,757,898 shares of HD, valued as $89 million as of Mar. 31, 2010, which accounts for 0.18% of his equity portfolio. George Soros owns 1,145,800 shares of HD, valued as $37 million as of Mar. 31, 2010, which accounts for 0.55% of his equity portfolio.Home Depot is the one of world's largest home improvement retailer. The Home Depot Inc. has a market cap of $47.47 billion; its shares were traded at around $28.25 with a P/E ratio of 15.9 and P/S ratio of 0.7. The dividend yield of The Home Depot Inc. stocks is 3.4%. The Home Depot Inc. had an annual average earning growth of 10.2% over the past 10 years.
Bank of America Corp. (BAC, Financial)
Warren Buffett owns 5,000,000 shares of BAC, valued as $89 million as of Mar. 31, 2010, which accounts for 0.18% of his equity portfolio. George Soros owns 217,400 shares of BAC, valued as $4 million as of Mar. 31, 2010, which accounts for 0.06% of his equity portfolio.Bank of America Corp. is one of the world's financial services companies. Bank Of America Corp. has a market cap of $118.98 billion; its shares were traded at around $13.74 with and P/S ratio of 0.8. The dividend yield of Bank Of America Corp. stocks is 0.3%.
Gannett Co. Inc. (GCI, Financial)
Warren Buffett owns 1,740,231 shares of GCI, valued as $29 million as of Mar. 31, 2010, which accounts for 0.06% of his equity portfolio. George Soros owns 17,700 shares of GCI, valued as $0 million as of Mar. 31, 2010, which accounts for 0% of his equity portfolio.Gannett Co., Inc. is an international news and information company that publishes daily newspapers in the USA, including USA TODAY, the nation'slargest-selling daily newspaper. Gannett Co. Inc. has a market cap of $3.35 billion; its shares were traded at around $14.06 with a P/E ratio of 6.3 and P/S ratio of 0.6. The dividend yield of Gannett Co. Inc. stocks is 1.2%.
Exxon Mobil Corp. (XOM, Financial)
Warren Buffett owns 421,800 shares of XOM, valued as $28 million as of Mar. 31, 2010, which accounts for 0.06% of his equity portfolio. George Soros owns 28,700 shares of XOM, valued as $2 million as of Mar. 31, 2010, which accounts for 0.03% of his equity portfolio.Exxon Mobil Corporation's principal business is energy, involving exploration for, and production of, crude oil and natural gas, manufacturing of petroleum products and transportation and sale of crudeoil, natural gas and petroleum products. Exxon Mobil Corp. has a market cap of $304.47 billion; its shares were traded at around $59.72 with a P/E ratio of 13.5 and P/S ratio of 1. The dividend yield of Exxon Mobil Corp. stocks is 2.9%. Exxon Mobil Corp. had an annual average earning growth of 11.2% over the past 10 years. GuruFocus rated Exxon Mobil Corp. the business predictability rank of 3.5-star.
Create Your Own Aggregated Portfolios
To check the consensus holdings of any combination of your favorite Gurus, please go to Aggregated Portfolio of Gurus. This is one of the features that GuruFocus offers to Premium Members of GuruFocus. If you are not a Premium Member, why not Take a 7-Day Free Trial?
