Group 1: Soros Fund Management's Investments - Billionaire investor George Soros has significantly increased positions in mega-cap stocks, notably Apple and Amazon, with new investments totaling hundreds of millions of dollars [1][2] - In Q3 2025, Soros Fund Management acquired over 1.843 million shares of Amazon, valued at $404.808 million, resulting in a total holding of $488.803 million, which is a 482% increase from Q2 [1] - The firm also purchased 328,605 shares of Apple worth $84.718 million, raising its total investment in Apple to $89.053 million, reflecting a 1,954% quarter-over-quarter increase [2] - Additionally, Soros Fund Management acquired 631,397 shares of Alphabet, valued at $155.297 million, bringing total holdings to 658,367 shares worth $160.049 million, marking a 2,341% increase from Q2 [2] Group 2: Total Investment and Market Context - Overall, Soros Fund Management invested $644.823 million in Amazon, Apple, and Alphabet within a single quarter [3] - Warren Buffett's Berkshire Hathaway also entered a new position in Alphabet during Q3 2025, purchasing 17.846 million shares valued at $4.93 billion, which constitutes 1.6% of its portfolio [3] - On December 31, 2025, Warren Buffett stepped down as CEO of Berkshire Hathaway, with Greg Abel succeeding him on January 1, 2026, while Buffett remains as chairman [3]

As we start 2026, you may find your portfolio has become quite concentrated as well. You need to assess whether each of your holdings is adding value to your portfolio in one of two possible ways: The expected returns are better than the expected returns of your other investment options, or holding the stock will reduce your portfolio's overall price volatility.Indeed, Berkshire Hathaway didn't outperform the S&P 500 every year Buffett was in charge. The annual returns varied widely from its benchmark. None ...

Mitsubishi Corp. agreed to buy Aethon Energy Management LLC’s US gas and pipeline assets for $5.2 billion, the biggest purchase by a Japanese company in the American shale sector. Aethon III LLC, Aethon United LP and related entities and interests will be sold to Mitsubishi, the Japanese company said in a statement on Friday. The firms had been working on a deal since at least the middle of 2025. Japanese energy companies are looking to expand into US oil and gas following renewed support from President Don ...

In Tuesday trading, Davita (DVA), a leading provider of dialysis services, and Berkshire Hathaway’s (BRK.B) 16th-largest holding, hit its 23rd new 52-week low of the past 12 months at $104.24. Down 37% over the past year, newly-appointed CEO Greg Abel could be looking to accelerate the holding company’s sale of Davita stock as we hit the midway point of 2026’s first month. More News from Barchart Berkshire first acquired 2.68 million shares of Davita in Q4 2011. Its holdings maxed out at 38.57 million ...

Key Takeaways Chubb tops Berkshire in ROE and dividend growth, positioning it as the more attractive insurer stock.CB expects EPS to rise 8.6% in 2026, while BRK.B anticipates a 4.2% decline despite revenue growth.Berkshire trades above its 5-year P/B median, while Chubb trades below, offering better relative value.The insurance industry is witnessing soft pricing. Per Global Insurance Market Index by Marsh, global commercial insurance rates fell 4% in the third quarter, following seven years of rising rate ...

财联社整理了2026年部分经济数据发布日期和重要会议的日程，制作成了2026年投资日历，助力广大投资者2026年投资顺利。 | 2025年、2025 LPR报价 | | | | 公募基金2025 | | --- | --- | --- | --- | --- | | 年四季度GDP | | | | 年四季报强制 | | 2025年12月70 | | | | 披露截止 | | 城房价 | | | | 2026北京商业 | | | | | | 航天展暨大会 | | 26 27 | | 28 29 30 | 31 | | | | | 美国 美国 | 中国 | | | | | 美联储 (FOMC) 2025年12月 | A股所有板块年 | | | | | 公布1月议息会 PPI | 报预告有条件 | | | | 议决定 | | 强制披露截止 | | · 2025年中国经济年报 扫码了解更多 声明: 上述信息基于公开资料整理,仅供参考,具体请以实际情况为准,相关信息不构成投资建议,投资入市需谨慎。 C 则联社 FEB.2026 聚焦2026年中央 =文书 注: 2 A股节日休市 霞 美股休市 秒 港股休市 北 沪深股通 ...

Core Insights - Warren Buffett served as CEO of Berkshire Hathaway from 1965 until the end of 2025, transforming it into a $1 trillion conglomerate with over 60 wholly owned subsidiaries and minority stakes in more than 40 companies [1] - During Buffett's tenure, Berkshire stock achieved a compound annual return of 19.7%, turning a $500 investment in 1965 into $24.2 million today [2] - Buffett recommends low-cost index funds, specifically the Vanguard S&P 500 ETF, for typical investors to build wealth [3] Company Overview - Berkshire Hathaway is a conglomerate with a diverse portfolio, including significant stakes in various sectors such as financials, consumer discretionary, and technology [1][8] - The company has a strong market presence, with its stock performance heavily influenced by its largest holdings in technology companies [7] Investment Strategy - The S&P 500 index is widely followed due to its diverse composition of 500 companies from 11 economic sectors, rebalanced quarterly to maintain high-quality standards [5][6] - The index is weighted by market capitalization, with the information technology sector holding a significant 33.7% weighting, which includes major companies like Nvidia, Apple, and Microsoft [7] - Other notable sectors include financials at 13.5%, consumer discretionary at 10.6%, and communication services at 10.5% [8][9]

Key Points Ulta Beauty stock had a banner year last year. It would have been one of Berkshire Hathaway's best performers had it not been sold. Is Ulta Beauty stock still a buy for growth-oriented investors? 10 stocks we like better than Ulta Beauty › Longtime Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett retired his post at the end of 2025 as one of the greatest investors of all-time. Over the past 60 years, since Buffett became CEO of the conglomerate, Berkshire's stock portf ...

Core Insights - Berkshire Hathaway's (BRK.B) Service and Retailing operations are crucial for long-term growth, providing significant revenue, earnings stability, and diversification [1][9] Retail Segment Overview - The retail group, primarily Berkshire Hathaway Automotive, accounts for approximately 69% of retail revenues, while furnishings businesses contribute about 17% [2] - The retail sub-segment contributes around 13-21% to total revenues and 28-34% to earnings, experiencing fluctuations in both metrics [3] Performance Drivers - Scale and brand strength are key to strong retail performance, with furnishings businesses benefiting from purchasing power for competitive pricing, while confectionery products offer premium margins [4] - Consistent cash flows from these operations support reinvestment and acquisitions, enhancing competitive advantages and positioning the Service and Retailing segment as a resilient growth engine [5] Competitive Landscape - Williams-Sonoma (WSM) benefits from a strong operating model, diversified brand portfolio, and global expansion, alongside the introduction of an AI culinary and shopping companion [6] - RH (RH) is innovating luxury retail by integrating residential, retail, and hospitality experiences, with a focus on international expansion and digital transformation [7] Stock Performance - BRK.B shares have increased by 12% over the past year, outperforming the industry [8] Valuation Metrics - BRK.B has a price-to-book value ratio of 1.54, which is above the industry average of 1.47, and carries a Value Score of C [11] Earnings Estimates - The Zacks Consensus Estimate for BRK.B's EPS for Q4 2025 and Q1 2026 has remained unchanged, with revenue estimates indicating year-over-year increases, while EPS estimates for 2025 and 2026 show a decline [13][14]

Group 1: Market Overview - Global share markets remain resilient, trading near historic highs despite underlying uncertainties [1] - Corporate earnings held up over 2025, with artificial intelligence dominating productivity discussions [1] - The geopolitical backdrop is perceived as more fragile than in previous years, with various global tensions impacting market signals [2] Group 2: Berkshire Hathaway's Strategy - Berkshire Hathaway's cash balance has been growing, indicating restraint amidst market rallies and enthusiasm for sectors like AI and energy transition [4] - The concentration of global equity returns in a few mega-cap technology companies has made it challenging for large investors like Berkshire to find attractive opportunities [5] - Recent portfolio adjustments include a small position in Alphabet and a reduction in Apple holdings, reflecting a strategy of balancing concentration, valuation, and future flexibility [6] Group 3: Leadership Transition and Long-term Strategy - With Greg Abel set to lead Berkshire, there is a belief that Buffett is preparing the portfolio for future evolution by reducing concentration and increasing liquidity [7] - Berkshire's scale means it seeks rare, exceptional businesses capable of absorbing large investments, which differs from the opportunities available to smaller investors [8] Group 4: Investment Philosophy - Investors are encouraged to think like business owners, focusing on earnings growth, capital allocation, and the defensibility of business positions [11] - Long-term investing principles emphasize the importance of process over prediction, patience, and maintaining conviction in productive businesses [14][16] - In a noisy market environment, maintaining discipline and focusing on business fundamentals rather than headlines is crucial for long-term success [18]