Dr. David Kass

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...

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%