Tag: BRK-B

  • Berkshire Hathaway’s True Value Revealed: Apple’s Role Often Overblown

    Berkshire Hathaway’s True Value Revealed: Apple’s Role Often Overblown

    Berkshire’s Portfolio-within-a-Portfolio While some headlines claim that Apple accounts for half of Buffett’s portfolio, the reality is different. As of the third quarter of 2023, Berkshire’s assets comprised almost $319 billion in stocks, with Apple representing nearly half of the equity investment line, or around $157 billion. However, these assets only consider Berkshire’s investments in […]

  • Ferrari: The Buffett-Like Stock with Competitive Advantages and Resilience

    Ferrari: The Buffett-Like Stock with Competitive Advantages and Resilience

    Racing Ahead: Return on Equity Return on equity (ROE) is a metric that measures a company’s ability to generate profits. This is one factor Buffett uses when evaluating potential investments. The higher the ROE, the stronger the company’s core business. Ferrari, for example, demonstrates a strong ROE, as shown in the graph below. The luxury […]

  • Three Stable Stocks to Strengthen Your Portfolio

    Three Stable Stocks to Strengthen Your Portfolio

    Although it has decreased in recent months, the United States’ inflation rate is still rather high. Investors are confident that the inflation rate will continue to decline, but a probable recession and higher interest rates for a longer period of time might hurt the economy and equities. Co-founder and co-chairman of Oaktree Capital Management Howard […]

  • State Street Trims Down its Investment in Berkshire Hathaway: A Look at the Latest Ownership Changes

    State Street Trims Down its Investment in Berkshire Hathaway: A Look at the Latest Ownership Changes

    State Street reduces its Berkshire Hathaway investment Fintel claims that State Street disclosed its ownership of 72 million shares of Berkshire Hathaway, Inc. in a 13G/A form that was submitted to the SEC (BRK.B). This represents 5.52% of the business. The number of shares has declined by 7.35 percent, while the overall ownership has reduced […]