BRK.A News and Headlines - Berkshire Hathaway Inc

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Energy holding cuts make way for new positions

Investment firm Tweedy Browne (Trades, Portfolio) has released its portfolio for the third quarter. The firm cut down its holdings in both ConocoPhillips (COP) and Phillips 66 (PSX) while adding several new positions.

The Tweedy Browne (Trades, Portfolio) investment approach derives from the work of Benjamin Graham. Their research seeks to appraise the worth of a company by determining its acquisition value, or by estimating the collateral value of its assets and cash flow. Investments are made at a significant discount to intrinsic value. Investments are then sold as the market price approaches intrinsic

8 Views    Graham Griffin    2020-11-24 21:52
Episode 2 of World Travels Series aimed at finding margin growth companies

In light of the U.K. lifting its coronavirus lockdown in December, three margin growth stocks in the region with attractive valuations as of Monday based on the GF Value measure are Hargreaves Lansdown PLC (LSE:HL), Polar Capital Holdings PLC (LSE:POLR) and Jet2 PLC (LSE:JET2) according to the All-in-One Screener, a Premium feature of GuruFocus.

The "Margin Growth Screen" applies key criteria from Berkshire Hathaway Inc. (BRK.A)(BRK.B) co-managers Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio)'s investing strategy, which include predictable revenue and earnings growth, as well as strong

22 Views    James Li    2020-11-24 20:54
A margin of safety and a long-term view may be more appropriate

The S&P 500's 10% rise this month on top of its bull run since the end of March means that many investors will have made profits on their holdings in the index in recent weeks. This may make them feel more optimistic about the stock market's future. It could even tempt them to buy stocks now, and seek to sell them for a profit over a short space of time.

In my opinion, that is a dangerous strategy to use when seeking to allocate capital efficiently. It goes against the advice of value investors such as Berkshire Hathaway (BRK.A) (BRK.B)

35 Views    Robert Stephens, CFA    2020-11-24 15:11
Who helps the Oracle of Omaha make his best investments?

It's no secret that the key to Warren Buffett (Trades, Portfolio)'s success has been buying assets for less than they are worth. "Buy low, sell high" is probably the most commonly used adage in the investing book. But what does that actually mean? Why would someone want to sell something for less than it is worth? Surely the answer cannot simply be chalked up to stupidity - it's a dangerous thing to assume that you are smarter than all other investors. At the 1997 Berkshire Hathaway (BRK.A)(BRK.B) annual shareholder meeting, Buffett explained how these sorts of

108 Views    Stepan Lavrouk    2020-11-23 22:09
Warren Buffett's partner has always been long-term-orientated

I recently discussed the appeal of "cigar butt" investing, and why investors like Berkshire Hathaway's (BRK.A, BRK.B) Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio) no longer deploy capital in poor, cheap businesses. In a 2017 speech at the University of Michigan, Munger explained why long-term results are best achieved by looking at stocks from an ownership standpoint.

Always think in the long term

What is a share? At the end of the day, stocks represent an ownership share in a business, not just a piece of paper (or electronic certificate)

65 Views    Stepan Lavrouk    2020-11-23 21:19
Wells Faro, Pfizer and AbbVie all enjoy the confidence of several gurus

The Dividend Stocks screener at GuruFocus finds 616 dividend stocks held by the gurus as of the writing of this article. Another 19 are listed as over-the-counter stocks.

The output from the screener can be sorted in several ways. I've sorted by the largest number of gurus buys in the previous quarter. According to this search, Wells Fargo & Co (WFC), Pfizer Inc (PFE) and AbbVie Inc (ABBV) are the most popular dividend stocks among gurus. In other words, these are the three companies with good dividends that had the highest number of guru buys in the quarter ended

165 Views    Robert Abbott    2020-11-23 15:50
The Oracle of Omaha did well early on by buying cheap businesses, but has since evolved his approach

Warren Buffett (Trades, Portfolio) may be the most accomplished investor in history, but he wasn't born that way. When he began his career back in the mid-20th century, Buffett had to learn his craft, just like any other aspiring investor. The person who had the most influence on Buffett was Benjamin Graham - who is considered to be the father of value investing. Graham, who lived and worked through the Roaring '20s and the Great Depression, was one of the first people to formalize the precepts of value investing.

In a nutshell, Graham's philosophy

307 Views    Stepan Lavrouk    2020-11-22 21:32
The conglomerate's actions show why it's not a good idea to blindly track 13Fs

When Berkshire Hathaway's (BRK.A) (BRK.B) second-quarter 13F was published, it caused a lot of fuss in the financial media. One position, in particular, attracted most of the attention.

The report revealed that Berkshire had acquired 21 million shares in gold miner Barrick Gold (GOLD). The position was intriguing because Berkshire's CEO, the Oracle of Omaha Warren Buffett (Trades, Portfolio), has previously said that he does not think gold is a good long term investment. Some interpreted the conglomerate's position in Barrick to be a sign that he no longer held this view.

A closer look at the

964 Views    Rupert Hargreaves    2020-11-20 17:54
A look at one uncovered hedge fund manager and his stocks

Most investors are aware of the successful investments of Warren Buffett (Trades, Portfolio). Like so many billionaire investors, the Oracle of Omaha's investment strategy and the stocks he owned to get where he is today have been analyzed again and again. The same can be said for other well-known investors such as Charlie Munger (Trades, Portfolio), Ray Dalio (Trades, Portfolio) and Carl Icahn (Trades, Portfolio).

But spending too much time concentrating on these high-profile investors is, in my opinion, a mistake. There are many other successful hedge fund

1002 Views    Rupert Hargreaves    2020-11-19 18:03
Brave Warrior Advisors buys Aon stake, trims Google and Berkshire

Glenn Greenberg (Trades, Portfolio), leader of Brave Warrior Advisors, disclosed this week that his firm's top four trades during the third quarter included a new position in Aon PLC (AON), an increased bet on Dollar Tree Inc. (DLTR) and position reductions in Alphabet Inc. (GOOGL)(GOOG) and Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway Inc. (BRK.A)(BRK.B).

Greenberg co-founded Chieftain Capital in 1984, generating strong returns between 1984 and 2004 using a disciplined investing strategy involving "defense against ignorance." The guru believes that the more companies an investor owns, the less the investor will know about each

274 Views    James Li    2020-11-18 22:54
First American Financial is an undervalued predictable stock with a history of share price growth and a promising dividend

One of the most undervalued stocks on the GuruFocus Undervalued Predictable screener, in my opinion, is an insurance holding company called First American Financial Corporation (FAF).

First American 10 year price chart

It's also one of the most predictable, with a 4.5 out of 5 stars business predictability rating. Based on GuruFocus backtesting, that suggests First American will likely outperform over the next 10 years, with an average expected return of 10.6% per year and only a 10% chance it will lose money if held for the decade based on historical studies of price trends.

264 Views    Robert Abbott    2020-11-18 16:03
Firm's largest sales of the 3rd quarter

Glenn Greenberg (Trades, Portfolio)'s Brave Warrior Advisors LLC sold shares of the following stocks during the third quarter, which ended on Sept. 30.

Alphabet

The firm reduced its stake in Alphabet Inc. (GOOGL) by 52.23%. The trade had an impact of -6.07% on the portfolio.

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The tech holding company has a market cap of $1.19 trillion and an enterprise value of $1.09 trillion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 17.5% and return on assets of

97 Views    Tiziano Frateschi    2020-11-17 23:19
Fairholme's top buys include stake in major Berkshire bank holding

Bruce Berkowitz (Trades, Portfolio), founder and managing member of the Fairholme Fund (Trades, Portfolio), disclosed this week that his top four buys during the third quarter were Bank of America Corp. (BAC), AT&T Inc. (T), Canadian Natural Resources Ltd. (CNQ) and Kinder Morgan Inc. (KMI).

Managing a portfolio of just 13 stocks, Berkowitz believes that the more diversified the portfolio is, the more likely that the portfolio performance will be average. The guru follows Benjamin Graham's investing philosophy by purchasing stocks of companies with strong management teams, high potential of free cash flow generation

719 Views    James Li    2020-11-17 20:52
While the designs and lifestyles around us are changing, the human experience is constant

While the designs and lifestyles around us are changing, the human experience is constant. We are born, we age, we meet many people (including for most our spouse(s)), we procreate and we die. This chain has not been broken for 10,000 years! While this seems so simple on its face, many confuse their experience for something more unique. In academia, some may term this "chronological snobbery." In the investment business, we call it financial euphoria. The number one cause of stock market failure!

"They know that overstaying the festivities – that is, continuing to speculate in companies that have

172 Views    Smead Capital Management    2020-11-17 19:37
The guru loads up on pharmaceutical companies

Warren Buffett (Trades, Portfolio)'s $545.8 billion conglomerate, Berkshire Hathaway Inc. (BRK.A)(BRK.B), disclosed its equity portfolio for the third quarter of 2020 on Monday.

With more than $140 billion to spend on stocks, the renowned guru and his two portfolio managers, Ted Weschler and Todd Combs, entered six new positions during the quarter, which were mainly biotech companies. In addition to the previously revealed stake in Snowflake Inc. (SNOW), Berkshire invested in AbbVie Inc. (ABBV), Merck & Co. Inc. (MRK), Bristol-Myers Squibb Co. (BMY), T-Mobile US Inc. (TMUS) and Pfizer Inc. (PFE).

As previously disclosed in July and

4251 Views    Sydnee Gatewood    2020-11-16 23:39
Microsoft founder's foundation trust boosts Berkshire holding

The Bill & Melinda Gates Foundation Trust disclosed recently that its top four trades during the third quarter were a position boost in Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway Inc. (BRK.A)(BRK.B), a new holding in Boston Properties Inc. (BXP) and sells of Schrodinger Inc. (SDGR) and Arcos Dorados Holdings Inc. (ARCO).

Microsoft Corp. (MSFT) founder Bill Gates (Trades, Portfolio) and his wife Melinda founded the trust in 2000. According to the website, the Foundation Trust holds the endowment (including the annual installments

859 Views    James Li    2020-11-16 23:13
The Oracle of Omaha thought markets were too bearish in 2008

The best-known businesses in the world tend to be concentrated in the technology sector. Companies like Apple (AAPL), Alphabet (GOOG), Facebook (FB) and Microsoft (MSFT) tend to dominate the headlines. But that doesn't mean that investors shouldn't search for value in more traditional industries. In a 2009 interview with Charlie Rose, Warren Buffett (Trades, Portfolio) explained why Berkshire Hathaway (BRK.A)(BRK.B) invested $25 billion in the Burlington Northern Santa Fe Railroad Co.

Things go back to normal

The BNSF Railroad is the biggest cargo railroad in North America. During the financial crisis of 2008, there

391 Views    Stepan Lavrouk    2020-11-16 21:38
The Oracle's thoughts on how to invest in a highly valued market

The year 2020 has been a year of many records. Away from the coronavirus pandemic, the financial world has seen a record amount of money printing and stock market volatility. The total value of negative-yielding debt has hit a record, and so has the number of unprofitable companies seeking to go public. The valuations of unprofitable businesses have also jumped to record heights, and at the time of writing, the S&P 500 is also trading at a record high.

When we take a step back from our screens, this does not make much sense. The pandemic is not over. It's

1652 Views    Rupert Hargreaves    2020-11-16 17:29
The most important decision is choosing which country to invest in

Included in Li Lu (Trades, Portfolio)'s book, "Civilization, Modernization, Value Investment and China," are a few speeches he gave in China and the U.S. One of them was the speech Li made during the Global Investor Conference held in January 2019. It was one of the best speeches on how to think about the Chinese economy and investment opportunities. It was an unusual speech because it was not from a bottom-up perspective, but mostly about the macro picture of China. It is also an extremely important speech because it helps investors who are interested in investing in

1934 Views    Grahamites    2020-11-15 21:53
The $165 billion hedge fund trims S&P 500 ETF holdings and buys defensive stocks

Bridgewater Associates, the $165 billion hedge fund founded by Ray Dalio (Trades, Portfolio), disclosed this week that its top four trades during the third quarter featured position reductions in the SPDR S&P 500 Trust (SPY) and iShares Core S&P 500 exchange-traded funds (IVV) and new holdings in consumer defensive giants like Walmart Inc. (WMT) and Proctor & Gamble Co. (PG).

The Greenwich, Connecticut-based firm invests based on Dalio's key principles, which include working for what the guru wanted, coming up with strong independent opinions and stress-testing the opinions with smart people.

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1160 Views    James Li    2020-11-13 22:03

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