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Berkshire Hathaway

71 articles
The Motley FoolThe Motley Fool··James Brumley

Three Buffett-Backed Stocks Shine as Market Volatility Tests Investor Resolve

Three Buffett-backed stocks—Visa, VeriSign, and Coca-Cola—offer defensive appeal through structural advantages, pricing power, and reliable cash generation amid market volatility.
VBRK.ABRK.BKOVRSNmarket volatilitydividend stocks
The Motley FoolThe Motley Fool··James Brumley

American Express Defies Market Weakness With Strong Q1, Proving Berkshire's Thesis Right

American Express beat Q1 expectations with $18.9B revenue and $4.28 EPS growth, but stock fell as management held 2026 guidance steady at 9-10%, showcasing the company's durable affluent customer moat.
AXPVBRK.ABRK.BMA2026 guidancerevenue growth
The Motley FoolThe Motley Fool··Geoffrey Seiler

Berkshire's $397B Cash Hoard Raises Questions Under New CEO Abel

Berkshire Hathaway accumulates record $397 billion cash under CEO Greg Abel, yet remains largely inactive with capital deployment despite 18% operating income growth.
AAPLBRK.ABRK.Bvaluationartificial intelligence
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Successor Continues Bank of America Selloff for Seventh Quarter

Berkshire Hathaway CEO Greg Abel has sold Bank of America shares for seventh consecutive quarter, continuing a strategic liquidation initiated by Warren Buffett.
BACBACpBBACpEBACpKBACpL+13valuationCEO succession
Investing.comInvesting.com··Chris Markoch

Berkshire's Record $397B Cash Pile: What Abel's Cautious Bet Says About Markets

Berkshire Hathaway accumulates record $397B cash under new CEO Greg Abel, signaling concerns over elevated stock valuations amid market uncertainty.
AXPBACBACpBBACpEBACpK+18portfolio allocationstock valuations
BenzingaBenzinga··Erica Kollmann

Burry Dumps GameStop as Cohen's $56B eBay Bid Upends Berkshire Blueprint

Michael Burry exits GameStop after CEO Cohen's $56 billion eBay acquisition announcement contradicts the original debt-light investment thesis modeled on Berkshire Hathaway.
EBAYGMEGME.WScapital allocationdebt
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Abel Takes Stage at Berkshire: Conglomerate Stays Intact as $BRK Signals Continuity

Greg Abel led Berkshire Hathaway's first shareholder meeting as CEO with Buffett present but offstage, confirming no breakup plans and highlighting $397B cash reserves.
BRK.ABRK.BBerkshire HathawayGreg Abel
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Final Act: Dumps Amazon, Doubles Down on Google's 'Virtual Monopoly'

Buffett exits Amazon stake, invests $4B in Google, citing valuation concerns and AI spending differences before retirement.
BACBACpBBACpEBACpKBACpL+17Berkshire HathawayGreg Abel
Investing.comInvesting.com··Leo Miller

Domino's Stumbles but Berkshire Doubles Down as Pizza Giant Navigates Consumer Headwinds

Domino's stock plunged 20% after missing Q1 targets, yet Berkshire Hathaway doubled its stake to 3.4M shares, signaling confidence despite near-term weakness.
BRK.ABRK.BDPZYUMPZZAguidance reductionfree cash flow
The Motley FoolThe Motley Fool··Leo Sun

Buffett's Biggest Blunder? Berkshire May Unload $7.3B Kraft Heinz Stake

Berkshire Hathaway may liquidate its $7.3 billion Kraft Heinz stake, crystallizing losses on Buffett's worst investment.
BRK.ABRK.BKOKHCBerkshire HathawayGreg Abel
Investing.comInvesting.com··Christine Short

Berkshire's Buffett Era Ends: Can New CEO Abel Navigate $370B Cash Pile?

Berkshire Hathaway transitions to new CEO Greg Abel as stock lags S&P 500 by 31 points, saddled with record $370-380B cash pile amid scarce investment opportunities.
BRK.ABRK.Bcash positionBerkshire Hathaway
The Motley FoolThe Motley Fool··Leo Sun

Buffett's Massive Apple Selloff: $61B Bet Pivots to Insurance and Treasuries

Warren Buffett sold 75% of Berkshire's Apple stake in 2024-2025, redirecting proceeds to Chubb insurance and higher-yielding Treasuries.
AAPLBRK.ABRK.BCBportfolio rebalancingBerkshire Hathaway
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Successor Bets Against U.S. Markets, Deploys $43B in Japanese Stocks

New Berkshire CEO Greg Abel shifts strategy away from American equities, investing over $43 billion in Japanese trading houses and insurers citing attractive valuations.
BRK.ABRK.BSSUMYMITSYITOCY+2value investingcapital allocation
The Motley FoolThe Motley Fool··Neil Patel

Berkshire Hathaway's $1T Portfolio Offers Beginners a Safe Harbor in Uncertain Markets

Berkshire Hathaway's $373 billion cash cushion and diversified operations make it an ideal first investment for beginners seeking stability in volatile markets.
BRK.ABRK.Brevenue diversificationBerkshire Hathaway
The Motley FoolThe Motley Fool··Sean Williams

Abel Inherits Concentrated $318B Portfolio as Berkshire Dumps Apple, BofA Shares

Greg Abel assumes Berkshire CEO control of $318B portfolio concentrated 79% in 10 stocks; actively selling Apple and Bank of America citing valuations.
AXPBACBACpBBACpEBACpK+21valuationshare buybacks
The Motley FoolThe Motley Fool··Jennifer Saibil

Buffett's Twin Anchors: Why Coca-Cola and Kroger Thrive Amid Economic Chaos

Coca-Cola and Kroger demonstrate exceptional resilience amid tariffs and recession fears, with Coca-Cola up 12% YTD and 64 years of dividend growth.
BRK.ABRK.BKOKRmarket volatilitydividend stocks
The Motley FoolThe Motley Fool··Neil Patel

Buffett's Payments Play: Why American Express May Outperform Visa

American Express trades cheaper than Visa with faster earnings growth, positioning it as the superior pick among Buffett's payments holdings for the next five years.
AXPVBRK.ABRK.Bfinancial stocksvaluation
The Motley FoolThe Motley Fool··Adam Levy

Abel Concentrates Berkshire's $320B Portfolio in 9 Core Holdings, Signaling Strategic Pivot

Berkshire CEO Greg Abel concentrates 60% of the $320 billion stock portfolio in nine core holdings, signaling a strategic pivot toward anchor investments.
AXPAAPLBRK.ABRK.BKO+6Berkshire HathawayGreg Abel
The Motley FoolThe Motley Fool··Jennifer Saibil

Berkshire Hathaway's Trillion-Dollar Moat: Why $BRK.B Remains a Generational Wealth Play

Berkshire Hathaway's diversified portfolio of 190+ businesses and proven 60-year track record position it as a cornerstone generational wealth investment for disciplined long-term investors.
AXPAAPLBRK.ABRK.BKOlong-term investingClass B shares
The Motley FoolThe Motley Fool··Sean Williams

Abel's $46B Japan Bet: Buffett's Successor Reshapes Berkshire's Portfolio Strategy

Greg Abel, Berkshire Hathaway's new CEO, has allocated $46 billion to Japanese stocks, representing 15% of the firm's $316 billion portfolio.
BRK.ABRK.BSSUMYMITSYITOCY+2value investingcapital allocation