Warren Buffett Has 47% of Berkshire Hathaway's $283 Billion Stock Portfolio Invested in Just 3 Truly Wonderful Companies

Core Viewpoint - Berkshire Hathaway's portfolio is highly diversified, owning 44 publicly traded stocks and numerous private companies, yet Warren Buffett continues to concentrate investments in his strongest convictions [2] Group 1: Berkshire Hathaway's Portfolio - Berkshire Hathaway holds $283 billion in publicly traded equities, with 47$40.5 billion [9] - The company has a unique business model that allows it to retain a larger share of transaction economics compared to traditional banks [10] - Interest income grew by 18% last year, contributing to a quarter of total revenue, with a focus on affluent consumers driving future growth [11][12] Group 4: Bank of America - Bank of America accounts for 10.1% of invested assets, with Berkshire's initial investment dating back to 2011 [13] - The bank has shown strong growth in various sectors, including consumer checking accounts and commercial banking [15] - Recent interest rate increases have impacted net interest income, but the bank is positioned to outperform as rates decline [16][17] - The stock has appreciated over 50% in the past year, with a current valuation of nearly 1.6 times its tangible book value [18]