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Are you ready to ride the wisdom wave with the grandmaster of investing himself? Buckle up now!
📅 Mark May 4, 2024, on your calendar – that's when the Berkshire Hathaway Shareholders Meeting is hitting the airwaves, and you're invited to the front-row seat!
🤑💰 The "Sage of Omaha" is about to spill the beans on what to do with a cash pile. Will Warren Buffett reveal his next big move?
🍏📉 And speaking of big moves, the world is buzzing about Berkshire's...
📅 Mark May 4, 2024, on your calendar – that's when the Berkshire Hathaway Shareholders Meeting is hitting the airwaves, and you're invited to the front-row seat!
🤑💰 The "Sage of Omaha" is about to spill the beans on what to do with a cash pile. Will Warren Buffett reveal his next big move?
🍏📉 And speaking of big moves, the world is buzzing about Berkshire's...
Berkshire Hathaway 2024 Annual Shareholders Meeting
May 4 21:30
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Can't Stop, Won't Stop: Berkshire Hathaway bought more Liberty Media Sirius XM tracking stock over the past three business days.
• 3.7 million shares of $Liberty SiriusXM Series A (LSXMA.US)$
• 5.9 million shares of $Liberty SiriusXM Series C (LSXMK.US)$
Total price tag of $288 million. $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
• 3.7 million shares of $Liberty SiriusXM Series A (LSXMA.US)$
• 5.9 million shares of $Liberty SiriusXM Series C (LSXMK.US)$
Total price tag of $288 million. $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
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Berkshire Hathaway $Berkshire Hathaway-B (BRK.B.US)$ is now up 4,384,748% since Warren Buffett took over the company compared to the S&P 500's return of 31,223% in the same time period
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Key Details:
📍 Berkshire Hathaway's Q4 operating earnings up 28% to $8.481 billion.
📍 Annual earnings rise to $37.350 billion, a 17% increase from last year.
📍 Cash reserves reach a record $167.6 billion.
📍 Significant gains driven by the insurance sector.
📍 Berkshire Class A shares climb roughly 16% this year.
👉 Context/Background:
Berkshire Hathaway's financial performance in the fourth quarter highlights the conglomerat...
📍 Berkshire Hathaway's Q4 operating earnings up 28% to $8.481 billion.
📍 Annual earnings rise to $37.350 billion, a 17% increase from last year.
📍 Cash reserves reach a record $167.6 billion.
📍 Significant gains driven by the insurance sector.
📍 Berkshire Class A shares climb roughly 16% this year.
👉 Context/Background:
Berkshire Hathaway's financial performance in the fourth quarter highlights the conglomerat...
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Buffett says "Everything in valuation gets back to interest rates" and that "interest rates are like gravity".
Here's a mathematical illustration comparing treasury yields to company PE ratios:
Here's a mathematical illustration comparing treasury yields to company PE ratios:
1982 Berkshire Letter is a master class in understanding the issuance of equity.
Feels so stupid to not read it until now, but better late than never.
$Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
Feels so stupid to not read it until now, but better late than never.
$Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
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In the current investment landscape, a telling divergence has emerged between the broader indices and the behemoths of Wall Street.
The S&P 500 heatmap presents a patchwork of green and red, yet a deeper analysis reveals a critical narrative. Indices like the ES (S&P 500 futures), NQ (Nasdaq-100 futures), RTY (Russell 2000 futures), and YM (Dow Jones futures) have demonstrated resilience, with movements ranging...
The S&P 500 heatmap presents a patchwork of green and red, yet a deeper analysis reveals a critical narrative. Indices like the ES (S&P 500 futures), NQ (Nasdaq-100 futures), RTY (Russell 2000 futures), and YM (Dow Jones futures) have demonstrated resilience, with movements ranging...
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The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of November 2023 is 3.1%.
If 3.1% is the actual year-over-year increase in the CPI, it will mark the second consecutive month that the number has declined.
Last month (October 2023), the consumer price index increased by 3.2% (year-over-year, not seasonally adjusted), compared to the median estimate of ...
If 3.1% is the actual year-over-year increase in the CPI, it will mark the second consecutive month that the number has declined.
Last month (October 2023), the consumer price index increased by 3.2% (year-over-year, not seasonally adjusted), compared to the median estimate of ...
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November CPI numbers were in line with expectations, which means rates will remain essentially unchanged until mid to late next year.
CPI y/y +% versus 3.1% expected
Prior y/y 3.2%
CPI m/m +0.1% versus 0.0% expected
Prior m/m 0.0%
Markets whipsawed in the wake of the print, with Treasury yields initially falling across the curve before reversing higher. The US 2-year yield is now up 2.3 basis points, though market expectations for rate cuts in 202...
CPI y/y +% versus 3.1% expected
Prior y/y 3.2%
CPI m/m +0.1% versus 0.0% expected
Prior m/m 0.0%
Markets whipsawed in the wake of the print, with Treasury yields initially falling across the curve before reversing higher. The US 2-year yield is now up 2.3 basis points, though market expectations for rate cuts in 202...
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