Monthly Archive: February 2020

I am quoted in the Baltimore Sun on the coronavirus and the stock market. “There is a lot of uncertainty,” said David I. Kass, a clinical professor of finance at the University of Maryland’s Robert...

Warren Buffett was interviewed on CNBC from 6:00 a.m. – 9:00 a.m. These are 30 highlights: (1) Buying stocks is the equivalent of buying businesses. (2) Stocks grow in value because of companies investing...

Ten highlights of Warren Buffett’s Letter to Shareholders: (1) Berkshire’s Class A shares closed Friday at $343,499, up 1.1% for the year. In contrast, the S&P 500 is up 3.3% this year.  Berkshire’s stock...

In advance of Warren Buffett’s letter to shareholders to be released tomorrow morning, Barron’s this evening published my Letter to the Editor relating to their cover story on Berkshire published last week: To the Editor:...

In Its SEC Form 13F filing released after the market closed on February 14, Berkshire Hathaway reported major changes to its portfolio during the fourth quarter of 2019.  The largest changes were:   New...

The 10 largest common stock investments in Berkshire Hathaway’s portfolio had a one year weighted return of 44% through February 7, 2020. This was almost double the 23% return from the S&P 500 over...

The one year rate of return on Berkshire’s top 10 stock holdings as of February 7, 2020: (1) Apple ($80 billion) + 87% (2) Bank of America ($33 billion) +23% (3) Coca-Cola ($24 billion)...

The one year rate of return on Berkshire’s top 10 stock holdings as of January 31, 2020: (1) Apple ($77 billion) + 86% (2) Bank of America ($31 billion) +15% (3) Coca-Cola ($23 billion)...

From CNBC Warren Buffett Watch: Berkshire’s top stock holdings by market value, based on closing prices on January 31. 2020. The number of shares held is as of September 30, 2019.