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Warren Buffett

All articles tagged with #warren buffett

business2 days ago•7 min saved

Buffett Still Pulling Berkshire’s Stock Levers as Alphabet Bet Grows

Warren Buffett still appears to drive Berkshire Hathaway’s equity decisions, including initiating the Alphabet investment, while Greg Abel’s role seems focused on operations. Berkshire’s cash declined in Q2, Alphabet became the portfolio’s third-largest holding, and the gap with Coca-Cola narrowed as share prices moved. The piece also notes Ted Weschler’s involvement with Delta Air Lines and Abel’s Taylor Morrison purchase, underscoring Buffett’s ongoing control of the big bets.

via CNBC|

#alphabet #berkshire-hathaway #business

finance5 days ago•22 min saved

Buffett’s Two-Rule Playbook: Buy Great Companies and Hold for a Decade

Buffett cautions that the market looks expensive by metrics like the Buffett indicator and CAPE, notes AI-investment patterns resemble the dot-com era, but his core guidance endures: focus on owning wonderful companies for the long term and pay a fair price, as Berkshire’s Coca-Cola stake and Alphabet investment demonstrate.

via Yahoo Finance|

#buffett-indicator #coca-cola #finance

investing9 days ago•22 min saved

Berkshire and Druckenmiller Bet Big on Alphabet in Q2

Berkshire Hathaway boosted its Alphabet stake by about 48 million shares in Q2, bringing the total to roughly 106 million worth $37.8 billion and about 10.2% of Berkshire’s portfolio, with most of the new shares coming from Alphabet’s $10 billion private placement to fund AI infra; Buffett has said Alphabet was his idea and Abel handles stock picking. Separately, Druckenmiller started a new Alphabet position and raised Amazon while trimming other bets; both investors also bought Delta Air Lines and D.R. Horton in the quarter, illustrating two very different approaches converging on Alphabet in the same period, though 13Fs are backward-looking and not a buy/sell recommendation.

via 24/7 Wall St.|

#13f #alphabet #berkshire-hathaway

business10 days ago•6 min saved

Buffett’s Berkshire boosts Alphabet stake by $17B, elevating it to the portfolio’s third-largest holding

Berkshire Hathaway added about $17 billion of Alphabet stock in Q2, lifting Alphabet to roughly $36.6 billion and making it Berkshire’s third-largest equity position; about 60% of the new Alphabet shares came from a $10 billion private placement with the rest bought on the open market. Berkshire also boosted its Delta Air Lines stake by ~44% to 57.3 million shares (~$5.1 billion) and increased other bets (Macy’s, Lennar) while trimming Ally Financial, Capital One, and Bank of America. The portfolio remains cash-rich with significant buybacks ($4.5 billion in Q2). Michael Burry criticized Buffett’s successor’s use of cash, though Buffett remains focused on waiting for “fat pitches.”

via CNBC|

#13f-filings #alphabet #berkshire-hathaway

business11 days ago•8 min saved

Berkshire Expands Alphabet Stake by 83% in a Record Buying Quarter

Berkshire Hathaway boosted its Alphabet holding by 83% to about 106 million shares (roughly $38 billion) by the end of June, including a $10 billion private placement and an additional 19.6 million shares bought on the open market. Alphabet becomes Berkshire’s third-largest holding after Apple and American Express, signaling a tech tilt under CEO Greg Abel alongside Buffett. Berkshire also raised Delta Air Lines by 44% and started new positions in D.R. Horton, Lennar, and Macy’s while trimming or exiting several others (Capital One, Nucor, Bank of America, Kroger, Constellation Brands). Net stock purchases in Q2 topped $20 billion with $4.5 billion in buybacks, shrinking Berkshire’s cash pile to about $365 billion. The moves come as Berkshire seeks value in a AI-driven market and marks a rare tech exposure shift for the conglomerate.

via Business Insider|

#alphabet #berkshire-hathaway #business

business17 days ago•10 min saved

Abel Signals Berkshire’s Cash Is Back in Play with Major Stock Buys

Greg Abel, Buffett’s successor as Berkshire Hathaway CEO, led a renewed cash deployment in Q2 2026, driving roughly $23.5 billion of stock purchases and $4.6 billion in share buybacks as Berkshire’s cash pile declined from about $380 billion to $365 billion; the firm also completed an $8.5 billion cash acquisition of Taylor Morrison, with overall profit growth from BNSF, Berkshire Hathaway Energy, and other segments offsetting softer insurance earnings. Abel emphasizes disciplined, nimble capital allocation and a willingness to deploy capital rather than hoard cash, signaling a tempo shift from Buffett’s cash-heavy era.

via businessinsider.com|

#berkshire-hathaway #business #cash-reserves

business18 days ago•4 min saved

Abel launches Berkshire into the market, unleashing Buffett’s cash hoard

Greg Abel steered Berkshire Hathaway to invest a net $19.8bn in Q2, ending Warren Buffett’s long cash‑hoarding and signaling a more active era. Major moves included a $10bn bet on Alphabet and about $4.5bn of Berkshire stock purchases, as the conglomerate spent roughly $23bn on listed equities while selling $3.7bn. Berkshire’s cash pile sits around $366bn, and Abel has begun to build his own legacy with decisive investments.

via Financial Times|

#alphabet #berkshire-hathaway #business

finance19 days ago•13 min saved

Abel's Five-Stock Focus Concentrates Berkshire's $355B Portfolio

Greg Abel is concentrating Berkshire Hathaway's $355B portfolio, with 63% ($222.3B) allocated to five stocks: Apple ($70.88B, 20%), American Express ($52.91B, 14.9%), Coca-Cola ($34.73B, 9.8%), Bank of America ($32.49B, 9.1%), and Alphabet ($31.28B, 8.8%). These are largely legacy holdings—AmEx and Coca-Cola—while Berkshire's tilt toward tech grows with Alphabet and Apple; Bank of America has been trimmed since mid-2024 and could be reduced further.

via Yahoo Finance|

#alphabet #apple #berkshire-hathaway

finance24 days ago•13 min saved

Buffett’s Six-Word Rule for Fearful Markets

With oil prices rising and tech shares sliding, the market faces a rough spell and the Fear & Greed Index sits in the fear zone. The article foregrounds Warren Buffett’s warning to “be greedy when others are fearful” as a guide for navigating volatility: buy quality stocks on sale and stay invested for the long term. History argues for patience, citing that a long-term hold during downturns can yield strong returns—e.g., a hypothetical $5,000 Nvidia investment in 2009 would be worth about $2.5 million today—though not every stock will recover, so investors should prune weak holdings and focus on durable companies.

via Yahoo Finance|

#be-greedy-when-others-are-fearful #fear-and-greed-index #finance

business1 month ago•50 min saved

Buffett pivots philanthropy, pausing Gates donations and fast-tracking a 2034 payout

In a CNBC interview, Warren Buffett announced he will pause further donations to the Gates Foundation and redirect more money to the Susan Thompson Buffett Foundation and his three children’s foundations, with Berkshire Hathaway shares slated to be fully disbursed to charity by the end of 2034; he explained the shift is about his children’s readiness, succession planning with Greg Abel, and a revised philanthropy timeline, while also discussing his Alphabet investment and reinforcing his long-running focus on durable, high-ROIC businesses like Apple and his broader Giving Pledge philosophy.

via CNBC|

#alphabet #berkshire-hathaway #business

business1 month ago•18 min saved

Buffett redirects Berkshire windfall to family foundations, signaling end of Gates donations

Buffett’s Berkshire Hathaway will distribute 12 million Class B shares to four family charities—nine million to the Susan Thompson Buffett Foundation and three million split among Buffett’s children’s foundations (Sherwood, Howard G. Buffett, Novo)—worth about $5.9 billion, with Buffett aiming to donate all Berkshire shares within roughly eight years. This shifts away from decades of gifts to the Gates Foundation, which has received about $47 billion from Buffett; Gates Foundation says it remains financially strong. The move comes amid a history of tensions between Buffett and Gates, but no legal obligation binds Buffett to his past pledge.

via Yahoo Finance|

#berkshire-hathaway #business #family-foundations

business1 month ago•16 min saved

Buffett says he led Berkshire's Alphabet investment, still bullish on Apple

Buffett said he personally initiated Berkshire Hathaway's investment in Alphabet, with the stake now around $31 billion after prior disclosures and a $10 billion private placement to fund Alphabet's AI infrastructure; he added that Abel is the decider and they stay in communication. He also reaffirmed Apple as Berkshire's largest holding and one of his favorite bets, expressing confidence that Apple's future will be as bright as its past.

via Yahoo Finance|

#ai-investment #alphabet #apple

business1 month ago•6 min saved

Buffett calls Gates-Epstein link distasteful, says he’s made similar mistakes before

Warren Buffett described Bill Gates’s relationship with Jeffrey Epstein as distasteful but said he could picture himself making similar mistakes in choosing associates. He also revealed he is excluding the Gates Foundation from his annual Berkshire Hathaway share donation, transferring decision-making to his children and a new, family‑linked foundation; the Gates Foundation will continue to operate and plans to give away about $200bn before winding down in 2045. Buffett stressed the move wasn’t solely about Gates’s Epstein links, noting he has reviewed extensive materials (including Gates’s congressional testimony) and that he and Gates remain in contact and plan to meet again.

via Financial Times|

#berkshire-hathaway #bill-gates #business

business1 month ago•2 min saved

Buffett: Market feels like gambling, making value hard to find

Warren Buffett criticized today’s market as being driven by speculative trading rather than long‑term investing, saying it’s “tough to find values when everybody is preferring gambling.” He warned that one‑day options and other speculative vehicles have drawn retail traders, making meaningful opportunities scarce even as equities reach record highs, and reaffirmed his emphasis on patient, disciplined value investing.

via CNBC|

#berkshire-hathaway #business #investing

business1 month ago•2 min saved

Buffett says he initiated Berkshire’s Alphabet stake, with Abel as final decider

Warren Buffett said he personally initiated Berkshire Hathaway’s large Alphabet investment and that new CEO Greg Abel approves but Buffett is the final decider; Berkshire disclosed the stake in Q3 2025 and participated in Alphabet’s $10 billion AI funding. He regrets not investing in Alphabet sooner, notes the massive AI-spending the company and rivals now face, and while Apple remains a Berkshire favorite, Buffett has stepped back with Abel leading.

via CNBC|

#alphabet #apple #berkshire-hathaway