Category: Uncategorized

The Magnificent 7 — YTD   Nvidia $NVDA           +77% Meta $META              +25% Google $GOOG        +23% Amazon $AMZN      +18% Microsoft...

The Magnificent 7 — YTD   Nvidia $NVDA +54% Meta $META +36% Amazon $AMZN +15% Google $GOOG +10% Microsoft $MSFT +6% Apple $AAPL -14% Tesla $TSLA -41%   S&P 500 + 5% Berkshire +...

7 Largest Stocks (Market Capitalization) and YTD MSFT (2.97T)     + 6.1% AAPL (2.55T)      – 14.3% GOOGL (1.92T) + 10.3% NVDA (1.91T)     + 53.9% AMZN (1.82T)    + 14.9% META (1.23T) ...

Nine years after working with Berkshire Hathaway to engineer the merger of Kraft Foods and Heinz, the Brazilian private equity form 3G Capital has sold all of its 16% stake in Kraft Heinz. https://sec.gov/Archives/edgar/data/1637459/000119312524036460/d677413dsc13ga.htm?__source=newsletter%7Cwarrenbuffettwatch…...

7 Largest Stocks (Market Capitalization) and YTD MSFT (3.14T) +12.2% AAPL (2.73T) -8.3% NVDA (2.21T) +78.1% GOOGL (1.97T) +12.9% AMZN (1.93T) +41.5% META (1.31T) +44.6% BRK.A (874B) 12.1% Major Indexes Nasdaq +7.8% S&P500 +7.4%...

I am quoted in Yahoo Finance on the Disney Proxy Battle. “Disney is one of the best-known consumer brands. And it’s been that way for decades,” said David Kass, a professor of finance at...

7 Largest Stocks (Market Capitalization) and YTD MSFT (3.16T) +13.2% AAPL (2.62T) -11.9% NVDA (2.20T) +77.7% AMZN (1.92T) +21.8% GOOGL (1.90T) +9.2% META (1.34T) +49.0% BRK.A (907B) + 16.3% Major Indexes S&P500 + 9.1%...

7 Largest Stocks (Market Capitalization) and YTD MSFT (3.13T) +11.9% AAPL (2.65T) -10.9% NVDA (2.26T) +82.5% GOOGL (1.88T) +8.1% AMZN (1.87T) +18.7% META (1.24T) +37.2% BRK.A (912B) +16.9% Major Indexes S&P 500 +10.2% Nasdaq...

7 Largest Stocks (Market Capitalization) and YTD MSFT (3.19T) +14.0% AAPL (2.66T) -10.5% NVDA (2.36T) +90.4% GOOGL (1.88T) +7.9% AMZN (1.86T) +17.7% META (1.30T) +44.0% BRK (896B) +14.8% Major Indexes S&P 500 +9.7% Nasdaq...

7 Largest Stocks (Market Capitalization) and YTD MSFT (3.09T) +10.7% AAPL (2.67T) -10.3% NVDA (2.20T) +77.4% AMZN (1.81T) +14.8% GOOGL (1.76T) +1.1% META (1.23T) +36.8% BRK.A (890B) +13.9% Major Indexes S&P 500 +7.3% Nasdaq...