Dr. David Kass

Note on Warren Buffett’s “Mystery Stock” (13F confidential treatment in 2023 Q3 and Q4): Berkshire would be required to report its holding if it exceeds a 5% stake in a company. If, for example,...

After the market closed today, Berkshire Hathaway filed its Form 13F for the fourth quarter of 2023: There were several major changes: Additional Stake (1) Addition of 14% to its stake in Chevron   — +...

When Berkshire files its 13F tomorrow at 4pm ET, it is likely to reveal a new investment in a financial stock that it had received confidential treatment for in Q3. Barron’s is guessing that...

Berkshire will be filing its 13F on Feb. 14 at 4 pm ET (its portfolio of U.S. stocks as of Dec. 31, 2023). It previously received “confidential treatment” on the purchase of equities. Its...

Microsoft (3.13T) +11.8% (YTD) Apple (2.92T) -1.9% Alphabet (1.85T) +6.7% Amazon (1.81T) +14.8% NVIDIA (1.78T) +45.7% Meta (1.19T) +32.3% Berkshire (865B) +10.4% Eli Lilly (703B) +27.0% Taiwan S (690B) +28.0% Tesla (616B) -22.1%  ...

Microsoft   (3.06T) Apple          (2.87T) Amazon     (1.78T) Alphabet   (1.77T) NVIDIA       (1.63T) Meta           (1.22T) Berkshire   (851B) Eli Lilly        (634B) Taiwan S   ...

2024 YTD (Magnificent Seven) META   +34.2% NVDA    +33.6% AMZN    +13.1% MSFT       +9.4% GOOGL   +1.9% AAPL         -3.5% TSLA        -24.4% Major Indexes Nasdaq      +4.1%...

Warren Buffett would be the world’s richest person ($270 billion) if he had not donated more than half his shares in Berkshire to charities since 2006. His 15% stake in the company is worth...

7 Largest Stocks by Market Capitalization MSFT          ($3.0 T) AAPL        ($2.98 T) GOOGL    ($1.91 T) AMZN       ($1.64 T) NVDA        ($1.51 T)...

2024 YTD (Magnificent Seven) NVDA    +23.2% META    +11.4% GOOGL  +8.9% MSFT      +7.4% BRK.A     +7.3% AMZN     +4.7% AAPL        -0.1% (TSLA -26.3%) Major Indexes Nasdaq    +3.0%...