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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 08:30
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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.
$Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
Buffettttttt
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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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Buffettttttt
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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.![]()
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CPI y/y +% versus 3.1% expected
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Prior y/y 3.2%
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CPI m/m +0.1% versus 0.0% expected
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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...
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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