Core Insights - Berkshire Hathaway's stock has declined over 10% while the S&P 500 and Nasdaq Composite have reached new highs, raising questions about Warren Buffett's investment acumen [5][11] - Buffett's investment strategy emphasizes value, and he has refrained from repurchasing Berkshire shares due to high valuations, indicating a disciplined approach rather than a loss of touch [13][17] Company Overview - Warren Buffett, CEO of Berkshire Hathaway, is recognized as one of the greatest money managers, with a cumulative return of 5,868,186% on Class A shares over six decades [2][3] - Berkshire Hathaway is one of only 11 public companies to achieve a $1 trillion valuation [2] Investment Strategy - Buffett's favorite stock is Berkshire Hathaway itself, which is not listed in the quarterly Form 13F filings but can be found in the company's operating results [6][7] - Since July 2018, Buffett has repurchased nearly $78 billion worth of Berkshire shares, more than the combined investments in major companies like Apple and Coca-Cola [10] Market Conditions - As of July 22, the "Buffett Indicator," which measures market valuation against GDP, reached a record high of 212.23%, indicating that value is scarce in the current market [20][21] - Buffett has been a net-seller of equities for 10 consecutive quarters, with a significant $174.4 billion more in stocks sold than purchased [19] Future Outlook - Buffett's current strategy reflects a commitment to value investing, with no repurchases made when Berkshire's premium to book value reached 60% to 80% [17] - The company holds at least $30 billion in cash and equivalents, positioning it for future opportunities when valuations become more favorable [14]

-- | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | | 埃隆·马斯克 | 4146亿 | 1 20亿 0.49% | | | 2 | 拉里·埃里森 | 2838亿 | 4 -57亿 -1.97% | 甲骨文 | | | 马克·扎克伯格 | 2432亿 | + -28亿 -1.13% | Meta | | 4 | 杰夫·贝佐斯 | 2404亿 | + -17亿 -0.68% | 亚马逊 | | 5 | 拉里·佩奇 | 0 1575亿 | 1 8.54亿 0.55% | 谷歌 | | 6 | 谢尔盖·布林 | 1503亿 | 1 7.99亿 0.53% | 谷歌 | | 7 | 黄仁勋 | 1454亿 | + -37亿 -2.51% | 英伟达 | | 8 | 贝尔纳·阿尔诺家族 | 1441亿 | + -9.72亿 -0.67% | LVMH | | 9 | 沃伦·巴菲特 | 1428亿 | -1 7.35亿 0.52% | 伯克希尔哈撒韦 | | 10 | 史蒂夫·鲍尔默 | 1424亿 | + - 11亿 -0.74% ...

Core Insights - Warren Buffett has significantly reduced his stake in Apple, selling over 615 million shares, which represents a 67% decline, while still holding 300 million shares, making it his largest investment by market value [5][6][10] - Despite selling off a large portion of Apple, Buffett has been actively investing in consumer-facing businesses, particularly Domino's Pizza, which has shown consistent growth and innovation [4][14][18] Investment Activity - Buffett's selling activity has been more pronounced than buying since October 2022, with a total of $174.4 billion more sold than purchased [4][13] - The decision to sell a significant portion of Apple may be influenced by concerns over corporate income tax rates and the company's stagnant growth in physical device sales [6][8][10] Company Performance - Apple's net income has slightly declined from $94.7 billion in fiscal 2021 to $93.7 billion in 2024, with earnings per share (EPS) growth primarily driven by share repurchases rather than revenue growth [9][11] - Domino's Pizza has demonstrated strong performance, achieving 31 consecutive years of same-store sales growth internationally, and has a strategic growth plan focused on innovation and franchisee engagement [15][16][18] Valuation Concerns - Apple's forward price-to-earnings (P/E) ratio is currently at 27, which is considered high given the company's stagnant profit growth, leading to concerns about its valuation [10][11] - Domino's Pizza, while not cheap at 24 times forward-year earnings, is viewed favorably due to its strong brand loyalty and commitment to shareholder returns through dividends and stock repurchases [18]

金十图示：2025年07月21日（周一）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | 1 | 埃隆·马斯克 | 4132亿 | 0 0% | 特斯拉、Space | | 2 | 拉里·埃里森 | 2916亿 | 0 0% | 甲骨文 | | | 马克·扎克伯格 | 2431亿 | 0 0% | Meta | | 4 | 杰夫·贝佐斯 | 2392亿 | 0 0% | 亚马逊 | | 5 | 拉里·佩奇 | -0 1526亿 | 0 0% | 谷歌 | | 6 | 黄仁勋 | 1501亿 | 0 0% | 英伟达 | | 7 | 谢尔盖·布林 | 1458亿 | 0 0% | 谷歌 | | 8 | 贝尔纳·阿尔诺家族 | 1456亿 | 0 0% | LVMH | | 9 | 史蒂夫·鲍尔默 | 1435亿 | 0 0% | 微软 | | 10 | 沃伦·巴菲特 | 1420亿 | 0 0% | 伯克希尔哈撒韦 | | 11 | 迈克尔·戴尔 | 1283亿 | 0 0% | 戴尔 | | 12 | 比尔·盖茨 ...

Group 1 - Elon Musk remains the richest person with a net worth of $406.1 billion, increasing by $1.9 billion or 0.47% [1] - Larry Ellison ranks second with a net worth of $273.6 billion, decreasing by $1.2 billion or -0.45% [1] - Mark Zuckerberg's net worth is $248.7 billion, up by $1.2 billion or 0.47% [1] - Jeff Bezos has a net worth of $238.8 billion, increasing by $6.07 million or 0.25% [1] - Larry Page's net worth is $150.1 billion, rising by $1.1 billion or 0.75% [1] Group 2 - The Bernard Arnault family has a net worth of $148.2 billion, decreasing by $2.3 billion or -1.56% [1] - Sergey Brin's net worth is $143.4 billion, increasing by $1 billion or 0.73% [1] - Jensen Huang has a net worth of $142.9 billion, decreasing by $732 million or -0.51% [1] - Steve Ballmer's net worth is $142.5 billion, decreasing by $67 million or -0.05% [1] - Warren Buffett has a net worth of $142.1 billion, decreasing by $345 million or -0.24% [1] Group 3 - Michael Dell's net worth is $125 billion, decreasing by $1.14 billion or -0.09% [3] - Bill Gates has a net worth of $117.2 billion, increasing by $1.7 billion or 0.15% [3] - Amancio Ortega's net worth is $116.9 billion, decreasing by $1.5 billion or -1.24% [3] - Rob Walton & family have a net worth of $114.9 billion, increasing by $1.3 billion or 1.11% [3] - Jim Walton & family have a net worth of $113.9 billion, increasing by $1.3 billion or 1.12% [3]

Core Viewpoint - The article discusses the significant decline in Kraft Heinz's performance since its creation, highlighting Warren Buffett's rare misstep in investment as the company plans to split its brands after ten years of operation [1][2]. Company Performance - Kraft Heinz's stock price has dropped over 60% since its merger, while the overall market has seen substantial gains [1]. - Berkshire Hathaway's stake in Kraft Heinz, approximately 27%, has lost about $4.5 billion in market value [1]. - Despite the losses, Berkshire Hathaway has earned over $6 billion in dividends from its investment in Kraft Heinz [2]. Market Trends - The company has faced challenges due to inflation and a decline in demand for packaged foods, partly driven by the rise of weight-loss medications [2]. - Analysts suggest that the market is shifting towards healthier food options, which may have been underestimated by Buffett [2]. Strategic Moves - Kraft Heinz is considering a business split to create a new entity, which could potentially improve its financial performance [2][3]. - Following the announcement of the split, Kraft Heinz's stock price increased by nearly 5% [3]. - Analysts believe that the split could enhance the investment's performance, which has been underwhelming thus far [3].

Thanks to an acquisition in 1998, the Oracle of Omaha has a bigger stake in the AI revolution than most investors realize. Since the mid-1960s, Berkshire Hathaway's (BRK.A -0.60%) (BRK.B -0.52%) Warren Buffett has been consistently outpacing the benchmark S&P 500 in the return department. As of the closing bell on July 10, the Oracle of Omaha has overseen a cumulative return in his company's Class A shares (BRK.A) of 5,873,451% since becoming CEO. In comparison, the broad-based S&P 500 is higher by around 4 ...

金十图示：2025年07月14日（周一）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | 1 | 埃隆·马斯克 | 4042亿 | 0 0% | 特斯拉、Spa | | 2 | 拉里·埃里森 | 2749亿 | 0 0% | 甲骨文 | | 3 | 马克·扎克伯格 | 2476亿 | 0 0% | Meta | | 4 | 杰夫·贝佐斯 | 2382亿 | 0 0% | 亚马逊 | | 5 28 | 贝尔纳·阿尔诺家族 | 1505亿 | 0 0% | LVMH | | 6 | 拉里·佩奇 | 1489亿 | 0 0% | 谷歌 | | 7 | 黄仁勋 | 1436亿 | 0 0% | 英伟达 | | 8 | 史蒂夫·鲍尔默 | 1426亿 | 0 0% | 微软 | | 9 | 沃伦·巴菲特 | 1424亿 | 0 0% | 伯克希尔哈撒韦 | | 10 | 谢尔盖·布林 | 1423亿 | 0 0% | 谷歌 | | 11 | 迈克尔·戴尔 | 1251亿 | 0 0% | 戴尔 | | 12 | 阿曼西奥·奥 ...

| 12 | 比尔·盖茨 | 1168亿 | 1 3.16亿 0.27% | 微软 | | --- | --- | --- | --- | --- | | 13 | 迈克尔·戴尔 | 1164亿 | 1 20亿 1.76% | 戴尔 | | 14 | Rob Walton & family | 1126亿 | + - 1.41亿 -0.12% | Walmart | | 15 | Jim Walton & family | 1113/7 | + - 1.40亿 -0.13% | Walmart | | 16 | 穆克什·安巴尼 | 1083 T | 1 7.29亿 0.68% | 信实工业 | | 17 | 迈克尔·布隆伯格 | 1047亿 | 0 0% | 京博 | | 18 | 爱丽丝·沃尔顿 | 1035亿 | + -1.37亿 -0.13% | 沃尔玛 | | 19 | 卡洛斯·赫鲁家族 | 938亿 | 1 2620万 0.03% | 卡尔索 | | 20 | 弗朗索瓦·迈耶家族 | 890亿 | + -1.82亿 -0.2% | 欧莱雅 | | 21 | 朱莉娅·科赫家族 | 742FL | 0 ...

While uncertainty is always the name of the game in investing, the last few months have been particularly chaotic. Global trade tension spurred by President Donald Trump's sweeping tariffs, especially their on-again, off-again nature, has caused investor anxiety to spike. At a time like this, it's worth it to look at the portfolio of the legendary Warren Buffett to consider what might be some smart, no-brainer investments. Here are my two favorites from the "Oracle of Omaha." 1. Amazon: Still a great play, ...