Dr. David Kass

7 Largest Companies by (market capitalization) and year-to-date AAPL (3.47T)       +17.4% MSFT (3.11T)      +11.3% NVDA (3.07T)    +151.6% GOOG (2.03T)     +16.7% AMZN (1.84T)      +16.5% META (1.34T)   ...

I am quoted in the Wall Street Journal and by CNBC on Warren Buffett’s (Berkshire) 400 million share stake in Apple.

After the market closed today, Berkshire filed a Form 13F for the second quarter of 2024. The following major changes were made in Berkshire’s equity portfolio during the second quarter: Reduction of Stake Apple...

7 Largest Companies (Market Capitalization) and YTD AAPL (3.32T)       +12.3% MSFT (3.02T)         +8.0% NVDA (2.58T)    +111.5% GOOG (2.04T)     +17.2% AMZN (1.74T)        +9.9% META (1.31T) ...

I am quoted in this Yahoo Finance article on lessons from Warren Buffett.

(1) Berkshire sold about half of its stake in Apple during Q2 and increased its cash by $88 billion from $189 billion to $277 billion. Since Buffett focuses on cash levels excluding cash at...

7 Largest Companies (Market Capitalization) and YTD (1) AAPL (3.37T)      +14.2% (2) MSFT (3.04T)        +8.6% (3) NVDA (2.64T)   +116.6% (4) GOOG (2.08T)    +19.3% (5) AMZN (1.75T)    +10.5%...

Berkshire has sold another $778 million of Bank of America (BAC) at a price as low as $39.47 on July 30, 31, and August 1. It has now sold $3.8 billion of BAC, or 9%...

Berkshire has sold another $767 million of Bank of America (BAC) at an average price of $41.65 on July 25, 26, and 29. It has now sold $3.0 billion of BAC, or 7% of...

7 Largest Companies (Market Capitalization) and YTD (1) AAPL (3.34T)     + 13.2% (2) MSFT (3.16T)     +13.1% (3) NVDA (2.79T)   +128.3% (4) GOOG (2.08T)   + 19.6% (5) AMZN (1.90T)     +20.1% (6) META...