#BerkshireHathaway

[texas-newmexico-history]

H. J. Justin

[stocksinvestments]

Warren Buffett and Berkshire Hathaway have reached a record cash pile of over $325 billion! Recently, Buffett resumed purchasing stocks, adding significant investments in Occidental ($409M), Sirius XM ($107M), and Verisign ($45M). With such a massive cash reserve, he has the power to acquire any of these companies outright. What would you do with $325 billion? I believe this is an opportune moment for strategic investments, rather than frivolous spending. It's essential to stay informed about market movements and heed the strategies of seasoned investors like Buffett. Let's learn from their decisions to shape our own investment strategies! 💼📈

[sutrala]

Warren Buffett pledges $147B donation to leftist NGOs when he dies after giving $1.1B worth of Berkshire Hathaway’s stocks to his family’s foundations http://dlvr.it/TGlf3B

[enterprisewired]

Buffett’s Berkshire Invests in Domino’s Pizza and Pool Corp, Cuts Major Holdings in Apple and Bank of America

https://enterprisewired.com/wp-content/uploads/2024/11/EW-15-11-2024-1-Buffetts-Berkshire-Invests-in-Dominos-Pizza-and-Pool-Corp-Cuts-Major-Holdings-in-Apple-and-Bank-of-America-Source-businessinsider.in_.jpg

Source: businessinsider.in

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New Strategic Investments in Domino’s and Pool Corp

In the third quarter, Warren Buffett’s Berkshire Hathaway made notable portfolio adjustments, including significant investments in Domino’s Pizza and Pool Corporation, while reducing its stakes in prominent holdings like Apple and Bank of America. According to regulatory filings released on Thursday, the conglomerate acquired approximately 1.3 million shares of Domino’s Pizza, valued at nearly $550 million. Additionally, Berkshire purchased a 404,000-share stake in Pool Corp., worth around $152 million, positioning the pool supplier as a strategic addition to its portfolio. Following the announcement, both Domino’s and Pool Corp saw a boost in their share prices during after-hours trading.

These investments mark a selective approach to expanding Berkshire’s portfolio, indicating Warren Buffett’s interest in growth potential in consumer and seasonal markets. This move aligns with the broader trend in Berkshire’s current investment strategy, focusing on moderate acquisitions while unloading larger, longer-held assets.

Continued Reduction in Apple and Bank of America Stakes

One of the standout moves in Berkshire’s recent filings was the sale of 25% of its stake in Apple, a high-profile investment that has been a cornerstone of Berkshire’s portfolio. Although hints of the sale surfaced in Berkshire’s third-quarter earnings report earlier this month, the extent of the offload became clearer with Thursday’s filing. This latest sale has brought Berkshire’s stake in Apple from nearly $175 billion at the beginning of the year down to about $70 billion as of September. Despite this reduction, Apple still comprises around a quarter of Berkshire’s $266 billion equity portfolio, emphasizing its ongoing importance to the firm’s investment strategy.

Berkshire also offloaded a substantial portion of its Bank of America shares, selling approximately 235 million shares. As a major stakeholder with over 10% ownership, Berkshire is required to disclose such stock sales throughout the quarter, underscoring the transparency associated with its significant moves in the financial sector.

Strategic Exits and Adjustments

In addition to new investments and stake reductions, Berkshire fully divested from its position in Floor & Decor Holdings, after previously reducing its holdings in the company. Other adjustments in the quarter included a significant reduction in its stake in Ulta Beauty, with Berkshire selling over 95% of its holdings in the cosmetics retailer after a brief entry in the second quarter.

Warren Buffett also reduced holdings in Capital One Financial, Charter Communications, and fintech company Nu Holdings. However, Berkshire increased its investment in aerospace firm Heico Corp., purchasing an additional 5,445 shares to bring its total stake to about 1.05 million shares, valued at over $200 million.

These moves reflect Berkshire’s shift toward a more cash-focused approach, amassing a record $320.3 billion cash reserve in the third quarter, mostly allocated to short-term Treasury bills. By scaling back on long-held equities and making targeted new investments, Warren Buffett is signaling a cautious yet strategic approach in an uncertain market environment.

[lux-haven]

NetJets: Redefining Private Aviation, One Tailored Journey at a Time

With NetJets, your private jet journey is expertly tailored to you. Backed by 60+ years of excellence, they deliver luxury travel beyond the ordinary. 

From milestones to new adventures, their 8,000+ specialists ensure every detail is flawless. 

Discover an exceptional experience with the world leader in private aviation, a proud Berkshire Hathaway company.

Instagram:  / netjets  /  LinkedIn:  / netjets  

[bankacilik-finans-haberleri]

Berkshire Hathaway'dan Bank of America Hissesi Satışı Berkshire Hathaway'dan Büyük Hisse Satışı Warren Buffett’ın yönettiği Berkshire Hathaway, bu hafta 382,4 milyon dolar değerinde 9,5 milyon adet Bank of America ...

[finans-ve-bankacilik-haberleri]

Berkshire Hathaway'dan Bank of America Hissesi Satışı Berkshire Hathaway'dan Büyük Hisse Satışı Warren Buffett’ın yönettiği Berkshire Hathaway, bu hafta 382,4 milyon dolar değerinde 9,5 milyon adet Bank of America ...

[if-haber]

Berkshire Hathaway'dan Bank of America Hissesi Satışı Berkshire Hathaway'dan Büyük Hisse Satışı Warren Buffett’ın yönettiği Berkshire Hathaway, bu hafta 382,4 milyon dolar değerinde 9,5 milyon adet Bank of America ...

[bankacilik-ve-finans-haberleri]

Berkshire Hathaway'dan Bank of America Hissesi Satışı Berkshire Hathaway'dan Büyük Hisse Satışı Warren Buffett’ın yönettiği Berkshire Hathaway, bu hafta 382,4 milyon dolar değerinde 9,5 milyon adet Bank of America ...

[son-bankacilik-finans-haberleri]

Berkshire Hathaway'dan Bank of America Hissesi Satışı Berkshire Hathaway'dan Büyük Hisse Satışı Warren Buffett’ın yönettiği Berkshire Hathaway, bu hafta 382,4 milyon dolar değerinde 9,5 milyon adet Bank of America ...

[onewebinc]

Warren Buffett Finally Reveals The Mysterious Company He’s Invested Billions Of Dollars In

Warren Buffett Finally Reveals The Mysterious Company He’s Invested Billions Of Dollars In

📖To read more visit here🌐🔗: https://onewebinc.com/news/warren-buffet-reveals-berkshire-hathaway-chubb-stake/

[scienza-magia]

One dollar for one dollar, le regole d'oro per investire

Investire in azioni? Ecco le 7 regole d’oro di Warren Buffett. Come attuare la strategia di investimento che consiste nel comprare azioni a un significativo sconto rispetto al loro valore intrinseco e nel rivenderle quando il prezzo di mercato si riallinea al loro effettivo valore. Un titolo è per sempre. Questa frase sembra ben adattarsi alla strategia di investimento di Warren Buffett che con la sua Berkshire Hathaway è tra i maggiori sostenitori del value investing, vale a dire quella strategia di investimento che consiste nel comprare azioni a un significativo sconto rispetto al loro valore intrinseco e nel rivenderle quando il prezzo di mercato si riallinea al loro effettivo valore.

Inoltre, secondo questa strategia, le aspettative di profitto risiedono non solo nell’apprezzamento del titolo ma soprattutto nell’accrescimento del valore del business societario, che si riflette nell’incremento di valore della partecipazione azionaria di chi vi ha investito. Non è un caso che Berkshire Hathaway, pur detenendo oltre 50 titoli, abbia l’80% del suo portafoglio investito su sei società e di queste CocaCola e America Express (rispettivamente 6,6% e 7,8% del portafoglio dal 1993). Le altre posizioni importanti sono Apple (47% del portafoglio), Bank of America (9,6%), Chevron (4,7%) e Occidental Petroleum (4,1%). Secondo Buffet sono sette le regole che devono ispirare la selezione delle società: - è importante affidarsi ai manager: sono loro che devono gestire con razionalità i soldi degli azionisti. Quindi, decidere se trattenere gli utili per reinvestirli o restituirli ai soci; - è decisivo che l’impresa abbia aumentato nel tempo i guadagni dei suoi azionisti. Ecco che al cash flow, un indicatore di per se incompleto, va aggiunto il reinvestimento richiesto dal business, definito come l’ammontare medio delle spese per impianti ed equipaggiamenti che il business richiede per il mantenimento di una posizione competitiva nel lungo periodo; - al momento dell’acquisto di un titolo, la quotazione deve essere almeno il 25% inferiore al valore intrinseco; - è vitale che i manager siano in grado di contenere i costi e convertire le vendite in profitti. Ecco perché vanno selezionate le aziende che negli anni hanno sempre mantenuto un livello accettabile di utili sul fatturato; - privilegiare le imprese che hanno un buon ritorno senza far il ricorso a tanto debito; - l’impresa deve aver performato in maniera consistente e quindi vanno preferite le aziende che hanno nel tempo mantenuto un ottimo ritorno sul capitale investito; - i manager devono aver aumentato il valore per gli azionisti. Si tratta della famosa regola “one dollar for one dollar”. Le aziende ogni anno decidono quanta parte dell’utile netto (se c’è) deve essere distribuito sotto forma di dividendi. Secondo Buffett sono da preferire le società che per ogni dollaro trattenuto abbiano creato almeno un dollaro di maggiore capitalizzazione di mercato del titolo. Read the full article

[xchief-global]

🔥 India is included in the index: we are waiting for profits

JPMorgan Chase & Co is set to include Indian government debt in its benchmark emerging markets index in June. Global funds are investing approximately $1 trillion ahead of this event, into Indian assets denominated in rupees. ⠀ The move also means JPMorgan can claim greater diversification after excluding Russia and amid ongoing concerns about geopolitical tensions between the US and China. Indian bonds offer some of the highest yields in emerging markets. ⠀ India began liberalizing its economy back in 1991, but it does all its borrowing in rupees, as it wants to avoid dependence on the dollar. But at the end of 2019, the country decided to reduce borrowing costs by creating additional demand. As COVID-19 devastated the economy and the government borrowed record amounts to finance a multibillion-dollar stimulus package, India risked opening up part of its debt market to foreign investors. ⠀ JPMorgan says it includes 23 Indian bonds in its index with a total par value of about $330 billion. Bloomberg Index Services Ltd. from January 2025, will also add Indian bonds to its Fully Accessible Route, then all that remains is to conquer the EM debt index from FTSE Russell. ⠀ By the way, Berkshire Hathaway previously invested in the Indian company One 97 Communications Ltd., which owns the payment company Paytm, but exited it last year through a blockchain deal worth $164 million. However, the legendary Buffett said that in India there are “mass opportunities,” but he leaves them to the discretion of future “more energetic” leadership. ⠀ Are you ready to invest in India? Think about it, it can be very profitable!

[xchief-cis]

🔥 Индия попала в индекс: ждем профитов

JPMorgan Chase & Co намерена в июне включить индийские государственные долговые обязательства в свой базовый индекс развивающихся рынков. Перед этим событием глобальные фонды инвестируют примерно $1 трлн. в индийские активы, номинированные в рупиях. ⠀ Этот шаг также означает, что JPMorgan сможет заявить о большей диверсификации после исключения России и на фоне сохраняющихся опасений по поводу геополитической напряженности между США и Китаем. Индийские облигации предлагают одни из самых высоких доходов на развивающихся рынках. ⠀ Индия начала либерализацию своей экономики еще в 1991 году, но все свои заимствования проводит в рупиях, так как очень хочет избежать зависимости от доллара. Но в конце 2019 года страна решила снизить стоимость заимствований за счет создания дополнительного спроса. В то время как Covid-19 опустошал экономику, а правительство занимало рекордные суммы для финансирования многомиллиардного пакета стимулирующих мер, Индия рискнула открыть часть своего долгового рынка для зарубежных инвесторов. ⠀ JPMorgan сообщает, что включает в свой индекс 23 индийские облигации общей номинальной стоимостью около $330 млрд. Bloomberg Index Services Ltd. с января 2025 года также добавит индийские облигации в свой Fully Accessible Route, далее останется только покорить долговой индекс EM от FTSE Russell. ⠀ Кстати, ранее Berkshire Hathaway инвестировала в индийскую компанию One 97 Communications Ltd., которая владеет платежной компанией Paytm, но вышла из нее в прошлом году путем блокчейн-сделки стоимостью $164 млн. Тем не менее легендарный Баффет заявил, что в Индии есть «масса возможностей», но он оставляет их на усмотрение будущего "более энергичного" руководства. ⠀ А вы готовы инвестировать в Индию? Подумайте, это может быть очень выгодно!

[rethinking-the-dollar]

Will Warren Buffett's massive cash reserve at Berkshire Hathaway signal a forthcoming economic downturn? Find out more, "Is Buffett Predicting a Recession? Decoding His Latest $19 Billion Cash Hoard"

[usnewsper-business]

Warren Buffett and Jimmy Haslam Settle Dispute Over Pilot Travel Centers Ownership #agreements #alternativedisputeresolution. #BerkshireHathaway #boardseats #businessleaders #Contracts #control #decisionmaking #FlyingJ #Investments #JimmyHaslam #Lawsuit #litigation #negotiation #ownershipstructure #PilotTravelCenters #Settlement #settlementagreement #trial #WarrenBuffett