Link to download my spreadsheets:
Get Seeking Alpha Premium & Alpha Picks Bundle! ($189 Coupon!)
Join my free monthly newsletter!
In this video, we analyze Berkshire Hathaway's most recent 13F filing. Let me know your thoughts in the comments below!
Get up to 12 free stocks now using my link for Webull!:
Social Media (and other fun stuff):
I am not a Financial advisor or licensed professional. Nothing I say or produce on YouTube, or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk. Some of the links in the description may be affiliate links.
In my opinion, apple is not a tech stock, its a consumer staple one.
Cool
more like customer discretionary not customer staple
I agree with the idea you are sharing, though of course Apple is both a consumer stock and a tech stock.
The man is a literal investing legend. His way of investing and thought process, along with execution, is something idk if we’ll ever see again. I think I read over the last 50 years his annual return average is above 19%.
We know
@C Rohmer 😂
The new thumbnail is legendary 😂
Warren was impressed 😂
For what it’s worth, DR Horton builds at a very low cost per sq/ft….
cheaping out is not ideal
Where can I look at this data in the video?
Data roma
Dataroma!
@C Rohmer ty!
@Dividendology ty!
Keep up the great content!
Literally pennies in that portfolio, wont change a thing
Don’t forget that Berkshire Hathaway owns many companies. So based on the total Berkshire Hathaway market cap apple is roughly 23% of his entire portfolio.
true!
Great recap 👍
30 year play!?! The man is in his nineties! 😂
It’s all a game to him!
@Dividendologythose billions are not his money but Berkshire .He will die with couple tens or hundreds of millions like jack bogle
Seem like small movements, probably most done by either Ted or Todd. We need to remember that 0,21% increase of OXY is only related to US equities or US listed equities. In fact it’s probably less than 0,1% of total assets.
First and foremost thanks for the great content as usual!
Now to my question:
Would you consider making a new video on $TROW? Or alternatively a quick response to my comment?
Since your last video on them 7+ months ago (where you seemed positive, except in regards to AUM) following fundamentals has changed:
– AUM is up from $1.28T to $1.43T (11,72%)
– Stock is down +8% (from $118.43 to $108.86)
– Dividend has risen slightly from $1.2 to $1.22
– Total revenue, net profit, EPS, profit margin etc. are all up both YoY and QoQ while costs are down YoY & QoQ
Good idea!!
Good stuff and it’s interesting that BRK went all home builders last quarter….🤔
Acredito que seja por conta da taxa de juros. A queda da taxa irá beneficiar tomadores de crédito em geral
@gastraball Gracias por tu respuesta.👊
How do you know if the homebuilders are Buffett’s picks? Combs and Weschler pick stocks too.
I appreciate you taking the time to do this video
Keep in mind Buffett built Berkshire on acquiring large insurance companies and valuable consumer brands, basically conglomerates that are brand name staples to the American public and have little to no competition. These 13F filings are either him or some of his top traders just playing around with like 3% of the portfolio seeing what sticks & speculating but I think one would be best investing in the core holdings they’ve had for the past 3 decades and don’t sell.