Warren Buffett's investing method is often touted as being in the value camp, but he credits Charlie Munger for changing his tune, from looking for deep-value stocks to finding great companies at fair prices. However, when a deep-value opportunity presents itself, Buffett is quick on the uptake. He's really the ultimate contrarian investor, buying stocks that have strong fundamentals that are on the outs with the market. He made a splash last week with the news that Berkshire Hathaway (BRK.A 0.07%) (BRK.B - ...

The Oracle of Omaha is paring down his No. 1 holding, yet again, in favor of a company that's delivered a nearly 48,000% total return since it went public. Wall Street is full of well-known money managers capable of spotting a good deal. However, none of these fund managers draws the attention of professional and everyday investors quite like Berkshire Hathaway's (BRK.A 0.07%) (BRK.B -0.02%) billionaire CEO, Warren Buffett. The Oracle of Omaha's fame is a direct reflection of his long-term outperformance of ...

Key Takeaways Berkshire targets acquisitions with durable earnings, strong ROE and skilled management.Large-scale deals like BNSF and BHE boost earnings, while bolt-ons steadily add value.BRK.B trades at a P/B of 1.57, above industry, with EPS estimates showing mixed trends.Berkshire Hathaway Inc. (BRK.B) boasts an impressive acquisition portfolio. This conglomerate, with Warren Buffett at its helm, targets businesses with durable earnings power, strong returns on equity with modest debt and skilled managem ...

Core Viewpoint - Investment expert Duan Yongping raises an interesting question about which asset class will be the most or least valuable in five years, using seven asset types currently valued at 5 million each as a basis for discussion [1][2]. Group 1: Asset Analysis - Moutai stock is considered a stable investment, likely to appreciate over the next five years due to its status as a benchmark in the A-share market [1][3]. - Bitcoin is seen as highly volatile, with potential for significant price increases, but concerns exist regarding the emergence of new cryptocurrencies [2][9]. - Gold is expected to rise in value due to monetary easing policies in both China and the U.S., making it a favorable hedge against inflation [2][12]. - Nvidia stock is viewed with skepticism, as the rise of Chinese semiconductor companies could pose a threat to its market position [2][18]. - Berkshire Hathaway stock faces uncertainty due to the potential retirement of Warren Buffett, which could impact its future performance [2][19]. - Real estate in core areas of Beijing or Shanghai is anticipated to stabilize, with rental yields around 2.5%, but long-term price appreciation remains uncertain [2][14]. - Luxury goods, specifically classic LV bags, are predicted to depreciate significantly due to lack of cash flow and changing consumer preferences [2][8]. Group 2: Investment Strategies - A diversified investment strategy is suggested, allocating 50% to gold, 15% to Berkshire Hathaway, 15% to Bitcoin, 10% to Nvidia, and 10% to Moutai, emphasizing a balanced approach rather than a single asset bet [5][6]. - The importance of understanding the underlying value of assets is highlighted, with a preference for investments that generate cash flow, such as stocks, over those reliant on market consensus [9][10]. - The potential for significant negative returns in luxury goods and cryptocurrencies is acknowledged, with a focus on more stable investments like Moutai and Berkshire Hathaway [16][19].

Berkshire Hathaway is undergoing a significant change, and the stock has slumped in recent months. Here's why it could be a buying opportunity for investors. Berkshire Hathaway (BRK.A 1.28%) (BRK.B 1.35%) has a long history of outperformance under the leadership of legendary investor and CEO Warren Buffett. Earlier this year, Buffett announced he would step down from the CEO role at the end of the year, and Berkshire Hathaway stock has faced selling pressure. In addition to that, Berkshire owns assets acros ...

2025.08.20 本文字数：1653，阅读时长大约3分钟 作者 |第一财经 后歆桐 随着市场押注美联储降息以及本周稍晚的杰克逊霍尔会议将顺应市场预期，美股投资者最近一周开始转 向此前受到冷落的、估值低廉、且会受益于利率下降的板块，包括住宅建筑类股和小盘股等，使得这些 股票强劲反弹。 据LPL Financials数据，道琼斯美国住宅建筑商精选指数(DJSHMB)已攀升至其200日和50日移动均线上 方，这是一个技术性上涨势头的信号。根据FactSet的数据，iShares美国住宅建筑业ETF (ITB)过去一周 上涨了5.6%，住宅建筑商D.R. Horton Inc. (DHI)和Lennar Corp. (LEN)等个股分别上涨了5.8%和9.2%。 小盘股罗素2000指数(RUT)过去一周同样上涨了3.1%。而同期，标普500指数上涨0.9%，纳斯达克综合 指数(COMP)上涨0.8%，道琼斯指数(DJIA)当周上涨1.7%。 虽然近期反弹强劲，但住宅建筑商股的反弹幅度仍落后于标普500指数，后者已较4月特朗普宣布关税政 策后的低点反弹了约20%。美国与几个贸易伙伴近期陆续达成贸易协议，但关税目前仍 ...

标普综合房屋建筑商指数上涨1.5%，创2024年12月11日以来的收盘最高点，此前数据显示，美国7月份 房屋开工量升至五个月高点，此前预计7月份房屋开工量将下降；之前的数据也被上调。个股中，家得 宝收涨3.17%，Lennar涨2.15%，LGI Homes涨1.88%，霍顿房屋涨1.79%，KB Home涨1.72%， PulteGroup涨1.68%，世纪社区涨1.44%，巴菲特旗下伯克希尔哈撒韦B类股涨1.42%。 本文源自：金融界AI电报 ...

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Let's do some calls. Uh, United Health target Weiss goes to 325 from 290. I don't think we've talked to you since it was revealed that Bergkshire Hathaway has a position now in the stock, which is why it's coming off its best week since May of 2009.>> Yeah, I reentered the position August 8th and added to an August 11th. I bought because it looked like something was going on the way the stock was moving. Had no idea that it was Buffett, but it makes awfully good sense.I still think the fundamentals without ...

Core Insights - Berkshire Hathaway made significant moves in Q2 2025, notably purchasing over 5 million shares in UnitedHealth Group, capitalizing on a 48% decline in the stock price during the quarter [1] - The firm also initiated positions in major homebuilders Lennar and D.R. Horton, as well as the largest steel producer Nucor, with these positions being kept confidential until now [2][3] Investment Moves - **New Positions**: Berkshire initiated positions in Lennar (approximately 7 million Class A shares worth $780 million), D.R. Horton (1.5 million shares worth $191 million), and Nucor (6.6 million shares worth $857 million) [3] - **Performance**: D.R. Horton reported strong earnings, contributing to a rally in homebuilding stocks, while Nucor benefited from steel tariffs, recovering from an 11% decline to a 25% increase by mid-August [4] Exits and Reductions - **Exit**: Berkshire fully exited its $1 billion stake in T-Mobile US, a move interpreted as profit-taking rather than a lack of confidence, with T-Mobile shares delivering a total return of approximately 114% since the initial investment [5][6] - **Reductions**: The firm reduced its stake in Apple by nearly 7%, marking the first reduction since Q3 2024, despite Apple shares experiencing a decline of over 7% in Q2 [8][9] - **Charter Communications**: Berkshire's shares in Charter dropped by over 46%, with the stock underperforming compared to the S&P 500 since the initial investment [9][10] Increased Holdings - **Pool Corporation**: Berkshire significantly increased its position in Pool from approximately 1.46 million to 3.46 million shares, a 137% increase, despite a 10% decline in the stock during Q2 [12][13] Cash Position - Berkshire Hathaway is holding a near-record cash position of $344 billion, indicating a cautious approach to investing in the current market [14]