Dr. David Kass

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%.

Berkshire’s 2023 Annual Report and Warren Buffett’s Letter to Shareholders will be released on Saturday, February 24 at 8:00 am ET. It will include Warren Buffett’s tribute to Charlie Munger.

I am quoted by CNBC on Warren Buffett’s “Mystery Stock”: David Kass, a finance professor at the University of Maryland’s Robert H. Smith School of Business and a Berkshire shareholder, suspects that Buffett could...

10 Largest Stocks MSFT 3.00T +7.5% YTD AAPL 2.82T -5.3% NVDA 1.79T +46.6% AMZN 1.76T +11.6% GOOGL 1.75T +0.6% META 1.21T +33.7% BRK 881B +12.4% LLY 742B +34.2% TSM 657B +21.8% TSLA 637B -19.5%...