Dr. David Kass

Berkshire announced several major management changes.

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.43T) +35.8% AAPL (4.12T) +11.3% GOOG (3.88T) +69.7% MSFT (3.59T) +14.6% AMZN (2.54T) +4.6% AVGO (1.84T) +68.3% META (1.70T) +15.0% TSM (1.53T) +49.2% TSLA (1.51T) +12.7%...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.30T) +31.8% AAPL (4.12T) +11.4% GOOG (3.86T) +69.1% MSFT (3.66T) +16.7% AMZN (2.49T) +6.3% AVGO (1.90T) +73.8% META (1.63T) +10.7% TSM (1.51T) +47.6% TSLA (1.43T) +6.5%...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.35T) +33.3% AAPL (4.01T) +8.4% GOOG (3.62T) +58.9% MSFT (3.51T) +14.3% AMZN (2.36T) +1.6% AVGO (1.61T) +47.8% META (1.50T) +4.4% TSM (1.43T) +41.7% TSLA (1.30T) -3.2%...

I am quoted in this Business Insider article: 1. David Kass, a finance professor at the University of Maryland and longtime Buffett blogger: “It’s his valedictory address, in which he attributes his lifetime accomplishments,...

0 Largest U.S. Companies (Market Capitalization) and Year-To-Date NVDA (4.62T) +41.6% AAPL (4.03T) +8.8% MSFT (3.79T) +21.0% GOOG (3.35T) +46.0% AMZN (2.51T) +7.0% AVGO (1.62T) +47.7% META (1.54T) +4.1% TSM (1.48T) +44.2% TSLA (1.35T)...

After the market closed today, Berkshire Hathaway filed its SEC Form 13F revealing major changes to its portfolio during the third quarter. New Position Alphabet (GOOGL) +$4 billion Additional Stake Chubb (CHB) +$1.2 billion...

10 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.57T) +40.1% AAPL (3.97T) +7.2% MSFT (3.69T) +17.9% GOOG (3.38T) +47.3% AMZN (2.61T) +11.4% AVGO (1.65T) +50.7% META (1.57T) +6.2% TSM (1.49T) +45.1% TSLA (1.43T) +6.4%...

Berkshire’s operating earnings in Q3 up 33.6% (insurance-underwriting up 215.9%, BNSF +4.8%, BH Energy -8.6%, manufacturing, service and retailing up 8.2%). (Operating earnings up 12.4% when excluding foreign exchange gains and losses.) Geico’s pretax...

10 Largest U.S. Companies (Market Capitalization) and Year-To-Date NVDA (4.92T) +50.8% AAPL (4.01T) +8.0% MSFT (3.85T) +22.9% GOOG (3.40T) +48.5% AMZN (2.61T) +11.3% AVGO (1.75T) +59.4% META (1.63T) +10.7% TSM (1.56T) +52.1% TSLA (1.52T)...