Author: dkass

In an SEC 13F filing after the market closed on August 14, Berkshire Hathaway reported the following major changes to its portfolio: New Purchase United Health (+$1.5 billion) Addition to Current Stake Pool Corp....

Seeking Alpha published my summary of the 2025 Berkshire Hathaway annual meeting: 2025 Berkshire Hathaway Annual Meeting: Summary Of The 32 Questions And Answers Aug. 11, 2025 6:28 AM ETBerkshire Hathaway Inc. (BRK.B) Stock, BRK.A...

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.46T) +36.1% MSFT (3.88T) +23.9% AAPL (3.40T) -8.4% GOOG (2.45T) +6.4% AMZN (2.38T) +1.5% META (1.93T) +31.4% AVGO (1.43T) +31.5% S&P 500 +8.6%

I am quoted in Business Insider: “David Kass, a finance professor at the University of Maryland and longtime Buffett blogger, told Business Insider that the earnings were “business as usual” other than the Kraft...

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.24T) +29.4% MSFT (3.90T) +24.3% AAPL (3.02T) -19.2% GOOG (2.30T) -0.1% AMZN (2.28T) -2.1% META (1.89T) +28.1% AVGO (1.36T) +24.5% S&P 500 +6.1%

Financial Times: “The value of global crypto assets reached $4tn for the first time this month…Crypto’s achievement is astonishing given that it is devoid of intrinsic value and its contribution to the productive economy...

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.23T) +29.2% MSFT (3.82T) +21.9% AAPL (3.19T) -14.6% AMZN (2.46T) +5.5% GOOG (2.34T) +2.1% META (1.79T) +21.7% AVGO (1.37T) +25.2% S&P 500 +8.6%

Commentary: It is extremely unusual for Berkshire to retain investment bankers to provide investment advice relating to a merger. Warren Buffett has always done his own analysis. The report by Reuters that Berkshire has...

Berkshire Hathaway (-12.2%) has underperformed the S&P 500 (+10.7%) by 22.9 percentage points since May 3 when Warren Buffett announced he would be stepping down as CEO on December 31. Since Berkshire’s market value...