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Buffett Orchestrates Berkshire's $30B Alphabet Stake, Keeping Influence After Chair Transition
finance15 days ago

Buffett Orchestrates Berkshire's $30B Alphabet Stake, Keeping Influence After Chair Transition

Warren Buffett personally initiated Berkshire Hathaway's $30 billion investment in Alphabet, signaling he still makes major investment calls even after retiring as CEO and stepping back as chairman. He says the call came from him, but his successor Greg Abel approved it, and the two remain aligned, with Buffett acting as a guiding adviser rather than day-to-day leader. The move underscores Buffett’s continued influence under Abel and Berkshire’s readiness to deploy its cash—nearly $400 billion—while Abel forges his own leadership, as seen with acquisitions like Taylor Morrison Home.

via finance.yahoo.com|
#alphabet#berkshire-hathaway#buffett
Buffett’s Steady-Win Strategy: Own the S&P 500 for Decades
investing16 days ago

Buffett’s Steady-Win Strategy: Own the S&P 500 for Decades

Warren Buffett has long championed simply buying and holding a broad S&P 500 index fund as the core investment for most people, a stance he reinforced after winning a famous bet against active funds; Berkshire Hathaway’s estate plan reportedly directs 90% of cash to an S&P 500 ETF after his passing. The S&P 500 has weathered recessions and crashes, delivering about 750% total return since 2000 (roughly 10% annualized), illustrating how a low-cost, passive strategy paired with steady contributions can build substantial wealth over decades despite short-term volatility.

via Yahoo Finance|
#buffett#etfs#index-fund
Buffett Sees Alphabet as a Long-Term Winner, But Not Berkshire's Top Pick
markets1 month ago

Buffett Sees Alphabet as a Long-Term Winner, But Not Berkshire's Top Pick

Buffett said Alphabet has a better long-term track record than about 90–95% of what Wall Street promotes, but he wouldn’t rank it among Berkshire’s top holdings. He said he initiated the Alphabet investment and that he and CEO Greg Abel are aligned, noting Alphabet’s heavy AI spending and comparing it with durable, high-return businesses like Coca-Cola and American Express. Buffett’s philosophy remains to seek high returns on capital over decades rather than chasing quarterly forecasts.

via Benzinga|
#alphabet#berkshire-hathaway#buffett
Buffett: Gates-Epstein ties distasteful, but friendship endures amid donation shift
business1 month ago

Buffett: Gates-Epstein ties distasteful, but friendship endures amid donation shift

Warren Buffett described Bill Gates’ relationship with Jeffrey Epstein as 'distasteful' but said he has erred in choosing friends; Berkshire Hathaway halted donations to Gates’ foundation for the first time in 20 years and redirected his remaining stock to Gates’ family foundations after Gates testified to Congress about Epstein. Gates said he introduced Epstein to raise funds for global health and regrets meeting him, while reaffirming his long friendship with Buffett; the Gates Foundation remains financially strong with substantial ongoing giving and impact.

via BBC|
#berkshire-hathaway#buffett#business
Buffett Skips Gates Foundation in Latest Berkshire Stock Donations Amid Epstein Review
business1 month ago

Buffett Skips Gates Foundation in Latest Berkshire Stock Donations Amid Epstein Review

Warren Buffett said he will donate 9 million Berkshire Class B shares to the Susan Thompson Buffett Foundation and 1 million shares to each of the Sherwood Foundation, the Howard G. Buffett Foundation, and the Novo Foundation, leaving out the Gates Foundation for the first time as it undergoes a review over ties to Jeffrey Epstein; Buffett aims to dispose of all Berkshire shares by 2034 and will discuss the plan on CNBC.

via CNBC|
#berkshire-hathaway#buffett#business
Buffett’s Forever Trio: Apple, Coca-Cola, American Express
business3 months ago

Buffett’s Forever Trio: Apple, Coca-Cola, American Express

Warren Buffett’s so‑called “forever” holdings are Apple, Coca‑Cola, and American Express. The article explains these picks’ staying power: Apple’s durable ecosystem and high‑margin services; Coca‑Cola’s pricing power and 64‑year dividend streak; and AmEx’s closed‑loop model and recurring membership revenue. Berkshire’s new CEO, Greg Abel, is portrayed as continuing the strategy of holding these high‑quality franchises for the long term.

via The Motley Fool|
#american-express#apple#berkshire-hathaway
Buffett Sells Majority of Amazon, Bets $352M on The New York Times
business6 months ago

Buffett Sells Majority of Amazon, Bets $352M on The New York Times

Berkshire Hathaway dumped about 7.7 million Amazon shares (roughly 75% of Buffett’s AMZN stake) in Q4 and instead invested about $352 million in The New York Times Company. NYT stock has surged about 52% in the last year to $75.50, while NYT digital subscriptions rose by 780,000 year over year to 12.21 million and revenue increased 10.4% to $802.3 million, signaling Buffett’s rotation toward a brand-name media asset amid AI-driven tech valuations.

via 24/7 Wall St.|
#13f#amazon#berkshire-hathaway
Burry Warns AI Euphoria Could Crumble Into a Prolonged Downturn
business7 months ago

Burry Warns AI Euphoria Could Crumble Into a Prolonged Downturn

Michael Burry argues in a Substack debate that the AI boom is unsustainable, warning that trillions spent by hyperscalers on chips and data centers will yield few durable gains and that AI could become commoditized; he uses Buffett's Hochschild-Kohn escalator tale to illustrate wasteful spending, singles out Nvidia and Palantir as overvalued poster children, notes Alphabet's slipping lead, and predicts a long downturn with weaker tech demand and employment.

via Business Insider|
#ai-bubble#buffett#business
Gates Foundation Concentrates $38B Public Portfolio in Three Value Stocks
business7 months ago

Gates Foundation Concentrates $38B Public Portfolio in Three Value Stocks

The Gates Foundation's roughly $38 billion of publicly traded stocks is heavily concentrated in three names—Berkshire Hathaway (29.1%), Waste Management (16.7%), and Canadian National Railway (13.6%)—making up about 59% of the portfolio. About 21.8 million Berkshire shares, worth around $10.9 billion, come from Buffett's donations, reflecting a Buffett-influenced, value-oriented investment approach focused on durable, cash-generating businesses rather than flashy tech stocks.

via The Motley Fool|
#berkshire-hathaway#buffett#business
Warren Buffett's Strategic Moves in AI and Tech Stocks
business8 months ago

Warren Buffett's Strategic Moves in AI and Tech Stocks

Warren Buffett's Berkshire Hathaway bought $4.3 billion worth of Alphabet stock, signaling confidence in the tech giant and possibly in Apple's future, especially as Apple invests in AI and enhances Siri with Alphabet's language model, Gemini. This move marks a rare direct investment in a pure tech stock by Buffett, reflecting a strategic vote of confidence in both companies' futures.

via The Motley Fool|
#ai#alphabet#apple