Marketplace Article on Nvidia
I am quoted in Marketplace: Right now, Nvidia is the leading manufacturer of chips for generative AI and it’s a very profitable company, explained David Kass, a clinical professor at the University of Maryland’s...
I am quoted in Marketplace: Right now, Nvidia is the leading manufacturer of chips for generative AI and it’s a very profitable company, explained David Kass, a clinical professor at the University of Maryland’s...
10 Largest Stocks (Capitalization) MSFT (3.09T) +10.5% YTD AAPL (2.78T) -6.7% NVDA (2.06T) +66.2% AMZN (1.85T) +17.3% GOOGL (1.71T) -1.8% META (1.28T) +41.9% BRK.A (884B) +13.2% LLY (743B) +34.2% TSM (694B) +28.8% AVGO (648B)...
Berkshire’s $167.6 billion in cash invested in 3-month U.S. Treasury Bills (5.4% yield) is generating $9 billion interest per year (annualized).
1 Berkshire’s additional investment in its “Mystery” stock (“Banks, insurance, and finance”) apparently increased on a cost basis by $2.4 billion in Q4, in addition to $1.2 billion in Q3, for a total of...
Charlie Munger – The Architect of Berkshire Hathaway Charlie Munger died on November 28, just 33 days before his 100th birthday. Though born and raised in Omaha, he spent 80% of his life domiciled...
5 Highlights of Warren Buffett’s Letter to Shareholders and Berkshire’s 2023 Annual Report 1 Berkshire’s operating earnings rose 28% in Q4 and cash rose to $167.6 billion from $157.2 billion at end of Q3....
Barron’s published my Letter to the Editor. Berkshire’s Stock Split To the Editor:In Andy Serwer’s excellent discussion about the relative absence of stock splits in recent years, I would add two points (“Stock Prices...
10 Largest Stocks (Market Capitalization) MSFT (3.05T) +9.1% YTD AAPL (2.82T) -5.2% NVDA (1.94T +59.2% AMZN (1.82T) +15.2% GOOG (1.80T) +3.1% META (1.23T) +36.8% BRK.A (908B) +15.9% LLY (731B) ...
Berkshire is up 15% YTD and closing at all-time highs the past few days vs. the S&P 500 which is up only 6%. Perhaps the market is anticipating sharply higher operating earnings during Q4...
Warren Buffett (Berkshire Hathaway) is earning $8.5 billion (annualized) on its $157 billion cash (end of Q3) invested in Treasury Bills at 5.4%.