Author: dkass

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%...

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...

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...

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 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 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 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 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%

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...