Author: dkass

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...

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.21T) +28.4% MSFT (3.79T) +21.0% AAPL (3.15T) -15.7% AMZN (2.40T) +3.1% GOOG (2.25T) -2.2% META (1.77T) +20.3% AVGO (1.33T) +22.2% S&P 500 +7.1%

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.02T) +22.8% MSFT (3.74T) +19.4% AAPL (3.15T) -15.7% AMZN (2.39T) +2.6% GOOG (2.19T) -4.8% META (1.80T) +22.5% AVGO (1.29T) +18.4% S&P 500 +6.4%

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (3.89T) +18.7% MSFT (3.71T) +18.4% AAPL (3.19T) -14.7% AMZN (2.37T) +1.8% GOOG (2.18T) -5.2% META (1.81T) +22.8% AVGO (1.29T) +18.7% S&P 500 +6.8%

I am quoted on Warren Buffett: It’s difficult to overstate Buffett’s influence on the business and investing worlds, says David Kass, a finance professor at the University of Maryland who recalls how gracious— and...

7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (3.85T) +17.5% MSFT (3.69T) +17.7% AAPL (3.00T) -19.7% AMZN (2.37T) +1.8% GOOG (2.17T) -5.7% META (1.85T) +25.3% AVGO (1.27T) +16.2% S&P 500 +5.0%

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.55T) +13.3% NVDA (3.51T) +7.1% AAPL (3.00T) -19.7% AMZN (2.23T) -4.4% GOOG (2.02T) -12.0% META (1.72T) +16.5% AVGO (1.18T) +7.8% S&P 500 +1.5%

I am quoted in this CNBC article: “I am actually surprised at the magnitude of Berkshire’s underperformance … especially since Buffett is not stepping down as CEO until Dec. 31,” said David Kass, a...

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.53T) +12.7% NVDA (3.46T) +5.7% AAPL (2.93T) -21.6% AMZN (2.25T) -3.3% GOOG (2.12T) -7.7% META (1.72T) +16.6% BRK.B (1.05T) +7.4% S&P 500 +1.6%

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.50T) +11.6% NVDA (3.46T) +5.5% AAPL (3.05T) -18.6% AMZN (2.27T) -2.7% GOOGL (2.11T) -8.3% META (1.75T) +19.2% BRK.B (1.07T) +8.8% S&P 500 +2.0%