Dr. David Kass

10 Largest Companies (Market Capitalization) and 2025 Rate of Return NVDA (4.53T) +38.9% AAPL (4.02T) +8.6% GOOG (3.78T) +65.4% MSFT (3.59T) +14.7% AMZN (2.47T) +5.2% META (1.66T) +12.7% AVGO (1.64T) +49.3% TSM (1.58T) +53.9%...

I am quoted by CNBC on who will run Berkshire’s $300 billion portfolio in 2026 and beyond. David Kass, a finance professor at the University of Maryland and a Berkshire shareholder, raised the question...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.63T) +41.9% AAPL (4.04T) +9.2% GOOG (3.79T) +65.6% MSFT (3.63T) +15.7% AMZN (2.49T) +6.0% META (1.67T) +13.3% AVGO (1.67T) +51.9% TSLA (1.58T) +17.7% TSM (1.57T) +53.3%...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.40T) +34.8% AAPL (4.04T) +9.3% GOOG (3.71T) +62.3% MSFT (3.61T) +15.3% AMZN (2.43T) +3.6% META (1.66T) +12.5% AVGO (1.61T) +46.8% TSLA (1.60T) +19.2% TSM (1.50T) +46.3%...

NVDA (4.25T) +30.3% AAPL (4.11T) +11.1% GOOG (3.74T) +63.4% MSFT (3.56T) +13.5% AMZN (2.42T) +3.1% AVGO (1.70T) +55.3% META (1.62T) +10.0% TSLA (1.53T) +13.7% TSM (1.52T) +47.9% BRK.B (1.08T) +10.0% S&P 500 +16.1%

Berkshire announced several major management changes.

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.43T) +35.8% AAPL (4.12T) +11.3% GOOG (3.88T) +69.7% MSFT (3.59T) +14.6% AMZN (2.54T) +4.6% AVGO (1.84T) +68.3% META (1.70T) +15.0% TSM (1.53T) +49.2% TSLA (1.51T) +12.7%...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.30T) +31.8% AAPL (4.12T) +11.4% GOOG (3.86T) +69.1% MSFT (3.66T) +16.7% AMZN (2.49T) +6.3% AVGO (1.90T) +73.8% META (1.63T) +10.7% TSM (1.51T) +47.6% TSLA (1.43T) +6.5%...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.35T) +33.3% AAPL (4.01T) +8.4% GOOG (3.62T) +58.9% MSFT (3.51T) +14.3% AMZN (2.36T) +1.6% AVGO (1.61T) +47.8% META (1.50T) +4.4% TSM (1.43T) +41.7% TSLA (1.30T) -3.2%...

I am quoted in this Business Insider article: 1. David Kass, a finance professor at the University of Maryland and longtime Buffett blogger: “It’s his valedictory address, in which he attributes his lifetime accomplishments,...