Monthly Archive: May 2024

7 Largest Stocks by Market Capitalization and YTD (1) Microsoft         $3.2T +14% (2) Apple                $2.9T -1% (3) Nvidia             ...

The Magnificent 7 – YTD NVDA          +115% META            +35% GOOGL        +25% AMZN           +19% MSFT         ...

The Magnificent Seven – YTD NVDA          +87% META           +33% GOOGL       +26% AMZN          +22% MSFT           +12% AAPL ...

After the market closed today, Berkshire Hathaway filed its SEC Form 13F. This filing revealed the Berkshire’s “mystery” stock for which it received confidentiality treatment from the SEC during Q3 and Q4 2023: Major...

The Magnificent Seven – YTD NVDA      +81% META      +35% AMZN     +23% GOOGL  +21% MSFT     +10% AAPL         -5% TSLA       -32%   BRK.A   +15% S&P...

Three highlights of the Berkshire Hathaway Annual Meeting are: (1) When Warren Buffett is no longer CEO: Buffett: “I would leave the capital allocation to Greg … he understands businesses extremely well,” Buffett said....

The Magnificent Seven – YTD NVDA        +79% META        +28% AMZN       +23% GOOGL    +20% MSFT          +8% AAPL           –...

I am quoted in this CNBC article “The meeting will only have one comedian up there” this year, said David Kass, a finance professor at the University of Maryland and a Berkshire shareholder, who...

I am quoted in this Bloomberg article: “I think Warren Buffett is being very wise, very cautious, to duck out of the way” of the political fray, said David Kass, a University of Maryland...