Berkshire Hathaway has long been Warren Buffett's investment vehicle, but that's about to change. Berkshire Hathaway's (BRK.A -0.33%) (BRK.B -0.56%) long-term performance is nothing short of incredible. Indeed, Chief Executive Officer Warren Buffett's guidance has resulted in shocking outperformance of the S&P 500 index (^GSPC -0.37%). Buffett is the reason that most investors look to buy Berkshire Hathaway stock. And it's now one of several issues that need close watching if you are looking at Berkshire Ha ...

Group 1: Bank of America (BofA) - Warren Buffett has sold over 401 million shares of Bank of America, representing approximately 39% of his position, which was originally over 1.03 billion shares [8] - The selling activity is part of a broader trend where Buffett has been a net seller of equities, with $174.4 billion more in stocks sold than purchased since October 2022 [6] - Profit-taking may explain the aggressive selling, as Buffett indicated concerns about rising corporate income tax rates, which could impact BofA's sizable unrealized gains [9] - BofA is particularly sensitive to changes in interest rates, benefiting from rate increases during inflation but facing risks as the Federal Reserve enters an easing cycle [11] - The valuation of BofA has changed significantly since Berkshire first invested, with the stock now trading at a 31% premium to book value, compared to a 62% discount at the time of initial investment [13] Group 2: Pool Corporation - Berkshire Hathaway has been purchasing shares of Pool Corporation for three consecutive quarters, with a total stake now at 1,464,000 shares [16] - Pool Corporation has shown remarkable long-term performance, with shares gaining over 35,000% since its IPO, and nearly 48,000% when including dividends [16] - The company's business model is characterized by recurring revenue streams from maintenance products, making sales and cash flow highly predictable [18] - Pool Corporation is investing in digitization through its software platform, Pool360, which has increased its contribution to net sales from over 12% to more than 16% [19] - The company has a strong capital-return program, spending significantly on share repurchases and dividends, which aligns with Buffett's investment philosophy [20] - Pool Corporation is currently valued at nearly 28 times forward-year earnings, suggesting that its stock may not be considered a bargain by Buffett's standards [21]

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Group 1 - Elon Musk remains the richest person with a net worth of $407.3 billion, experiencing a decrease of $1.2 billion or 0.3% [1] - Larry Ellison ranks second with a net worth of $296.7 billion, increasing by $1.58 billion or 0.2% [1] - Jeff Bezos is third with a net worth of $242.9 billion, down by $7.42 billion or 0.3% [1] - Mark Zuckerberg's net worth is $240 billion, decreasing by $1.6 billion or 0.68% [1] - Larry Page has a net worth of $161.5 billion, increasing by $6.95 billion or 0.43% [1] Group 2 - Nvidia's CEO Jensen Huang has a net worth of $156 billion, increasing by $3.2 billion or 2.12% [1] - Sergey Brin, co-founder of Google, has a net worth of $154.1 billion, increasing by $650 million or 0.42% [1] - Bernard Arnault's family has a net worth of $146.1 billion, increasing by $1.4 billion or 0.97% [1] - Steve Ballmer, former CEO of Microsoft, has a net worth of $144.2 billion, increasing by $149 million or 0.1% [1] - Warren Buffett's net worth is $142.2 billion, increasing by $9.32 million or 0.07% [1] Group 3 - Michael Dell has a net worth of $133 billion, increasing by $1.1 billion or 0.81% [1] - Rob Walton and family have a net worth of $116.6 billion, decreasing by $6.78 billion or 0.58% [3] - Jim Walton and family have a net worth of $115.6 billion, decreasing by $6.77 billion or 0.58% [3] - Amancio Ortega has a net worth of $115.4 billion, decreasing by $1 billion or 0.9% [3] - Bill Gates has a net worth of $115.2 billion, decreasing by $1.7 billion or 1.42% [3]

Core Viewpoint - The article discusses the investment potential of Berkshire Hathaway's class B shares, weighing the arguments for and against purchasing the stock. Group 1: Arguments Against Buying Berkshire Hathaway - Warren Buffett is not currently buying Berkshire Hathaway shares, which raises concerns about the stock's attractiveness [3] - The company's stock buybacks have ceased, indicating Buffett does not find the current valuation appealing, with a forward price-to-earnings multiple of nearly 24 compared to the S&P 500's 22.9 [5] - Buffett's impending departure as CEO may lead to a loss of the company's mystique, which could negatively impact investor sentiment [6] - Rapid technological advancements in sectors like AI and quantum computing may offer better growth prospects than Berkshire Hathaway [7] Group 2: Arguments For Buying Berkshire Hathaway - Berkshire Hathaway's shares are trading at 12.8 times trailing 12-month earnings, below the average of the past decade, suggesting potential value [8] - The transition to new CEO Greg Abel is expected to be smooth, as his investment philosophy aligns with Buffett's, and Buffett will remain as chairman [10] - Berkshire's diverse portfolio, including holdings in leading tech companies like Amazon, Apple, and BYD, positions it well to benefit from technological advancements [10] - The company's significant cash reserves of nearly $348 billion could make it a safe haven during potential market downturns [13]

Core Insights - Warren Buffett has transformed Berkshire Hathaway from a struggling textiles manufacturer into a $1 trillion conglomerate with a diverse portfolio, including subsidiaries like Dairy Queen and GEICO Insurance, and a $294 billion portfolio of publicly traded stocks and securities [1][2] Investment Strategy - Buffett favors companies with steady revenue growth, strong profits, and experienced management, particularly those with active dividend schemes and share buyback programs, which enhance cash flow generation [2] Historical Performance - An investment of $500 in Berkshire stock in 1965 would have grown to approximately $22.3 million by the end of 2024, compared to $171,453 for the same investment in the S&P 500 [3] Dividend Contributions - Three key dividend-paying stocks in Berkshire's portfolio represent 31.7% of its total value, expected to generate $2.1 billion in dividends in 2025 [4] American Express - American Express is projected to provide $479 million in dividends in 2025, with Berkshire holding 151.6 million shares valued at $47.2 billion, accounting for 16.1% of its portfolio [6][8][9] Chevron Corporation - Chevron is expected to contribute $811 million in dividends in 2025, with Berkshire owning 118.6 million shares worth $18.3 billion, representing 6.2% of its portfolio [10][11][13] Coca-Cola - Coca-Cola is anticipated to yield $816 million in dividends in 2025, with Berkshire holding 400 million shares valued at $27.6 billion, making up 9.4% of its portfolio [14][15][17] Leadership Transition - Buffett announced plans to step down as CEO at the end of 2025, passing leadership to Greg Abel, while remaining as chairman, raising questions about the future of Berkshire's investment strategy [18]

Core Viewpoint - VeriSign (VRSN.US) shares fell over 8%, closing at $281.51, following news that Berkshire Hathaway plans to sell 4.3 million shares, reducing its stake below 10% [1] Company Summary - Berkshire Hathaway's planned sale of 4.3 million shares will decrease its holding in VeriSign to below 10%, which is the threshold for mandatory disclosure [1] - If requested by the placement agent, Berkshire Hathaway may sell an additional 515,000 shares [1] - As of the end of March, Berkshire Hathaway held 13.29 million shares of VeriSign, representing a 14.2% ownership stake [1]

【#工行进入全球利润榜前10#】#伯克希尔哈撒韦利润下降约7.5%#财富中文网于北京时间2025年7月29 日与全球同步发布了最新的《财富》世界500强排行榜。伯克希尔－哈撒韦公司利润下降约7.5%，仍以 超过889亿美元的利润位居今年利润榜第四位。中国工商银行是唯一进入利润榜前十的中国公司，去年 利润超过508亿美元。#2025年财富世界500强排行榜#（新浪财经） ...

A major management shake-up means it's time to reassess where this company's going and how it will get there. Still, some thoughtful consideration of the known facts can paint a pretty good picture of where a company and its stock are likely to be down the road. Where might the future take Berkshire Hathaway (BRK.A -0.63%) (BRK.B -0.49%) over the course of the coming five years? Keep reading. Despite the hype, it's less about stocks than you think There's the Berkshire you know. That's the company that hold ...

Group 1 - Elon Musk remains the richest person in the world with a net worth of $411 billion, experiencing an increase of $1.54 billion or 1.32% [2] - Larry Ellison ranks second with a net worth of $293.8 billion, up by $1.32 billion or 1.09%, associated with Oracle [2] - Mark Zuckerberg's net worth is $247.6 billion, increasing by $1.7 billion or 0.69%, linked to Meta [2] - Jeff Bezos follows closely with a net worth of $245.2 billion, up by $1.2 billion or 0.5%, from Amazon [2] - Larry Page's net worth is $158.4 billion, decreasing by $489 million or -0.31%, related to Google [2] Group 2 - Jensen Huang has a net worth of $153.8 billion, increasing by $1.28 billion or 1.85%, associated with Nvidia [2] - The Bernard Arnault family has a net worth of $151.3 billion, up by $131 million or 0.09%, linked to LVMH [2] - Sergey Brin's net worth is $151.2 billion, decreasing by $458 million or -0.3%, related to Google [2] - Steve Ballmer has a net worth of $144 billion, decreasing by $270 million or -0.19%, associated with Microsoft [2] - Warren Buffett's net worth stands at $143.8 billion, decreasing by $796 million or -0.55%, linked to Berkshire Hathaway [2] Group 3 - Michael Dell's net worth is $131.4 billion, increasing by $1.17 billion or 1.29%, associated with Dell [2] - Amancio Ortega has a net worth of $118.3 billion, decreasing by $376 million or -0.32%, linked to Inditex [3] - Bill Gates' net worth is $116.8 billion, decreasing by $1 billion or -0.86%, associated with Microsoft [3] - The Walton family members, including Rob Walton and Jim Walton, have net worths of $116.6 billion and $115.6 billion respectively, both increasing by $1.28 million or 0.11% [3] - Mukesh Ambani's net worth is $104.8 billion, decreasing by $448 million or -0.43%, linked to Reliance Industries [3]