Author: dkass
10 Largest Companies (Market Capitalization) and Year-To-Date
10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.32T) +32.4% MSFT (3.79T) +21.0% APPL (3.47T) -6.5% GOOG (2.92T) +27.2% AMZN (2.43T) +4.0% META (1.90T) +29.1% AVGO (1.70T) +55.2% TSM (1.35T) +31.3% TSLA (1.28T) -2.0%...
10 Largest Companies (Market Capitalization) and Year-To-Date
10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.06T) +24.4% MSFT (3.68T) +17.4% AAPL (3.56T) -4.3% GOOG (2.84T) +24.1% AMZN (2.48T) +5.9% META (1.89T) +28.5% AVGO (1.58T) +44.5% TSM (1.26T) +23.5% TSLA (1.13T) -13.1%...
Berkshire Hathaway and Kraft Heinz
I am quoted in this Business Insider article. David Kass, a finance professor at the University of Maryland and a longtime Berkshire blogger, told Business Insider that merging Kraft and Heinz was a “rare...
Happy 95th Birthday, Warren Buffett!
Today is Warren Buffett’s 95th birthday. Happy Birthday, Mr. Buffett! This blog was launched 15 years ago today on the occasion of Warren Buffett’s 80th birthday. I hope it has been helpful to all...
Quartz Article on Warren Buffett’s 95th Birthday
I am quoted extensively in this article:https://qz.com/warren-buffett-turns-95-lessons-for-investors “The specific skills that made Warren Buffett a great investor included having a long-time horizon, intelligence, patience, temperament, curiosity, persistence, hard work, along with knowledge of accounting...
10 Largest Companies (Market Capitalization) and Year–To-Date
10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.25T) +29.7% MSFT (3.77T) +20.2% AAPL (3.45T) -7.3% GOOG (2.58T) +12.5% AMZN (2.44T) +4.4% META (1.86T) +26.2% AVGO (1.40T) +28.3% TSM (1.20T) +16.9% BRK.A (1.09T) +10.9%...
7 Largest Companies (Market Capitalization) and Year-To-Date
7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.34T) +32.5% MSFT (3.77T) +20.3% AAPL (3.38T) -9.1% GOOG (2.50T) +8.9% AMZN (2.44T) +4.3% META (1.90T) +28.9% AVGO (1.38T) +26.8% S&P 500 +10.0%
Commentary on Berkshire’s Portfolio Changes During the Second Quarter of 2025
Commentary on Berkshire’s portfolio changes in Q2: Of the $6.9 billion of equities that were sold, the majority of $4 billion was the 7% reduction in its stake of Apple. Warren Buffett previously stated...
7 Largest Companies (Market Capitalization) and Year-To-Date
7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.40) +34.4% MSFT (3.87T) +23.4% AAPL (3.43T) -7.5% GOOG (2.47T) +7.7% AMZN (2.46T) +5.3% META (1.98T) +34.1% AVGO (1.44T) +32.1% S&P 500 +9.7%

