Berkshire Hathaway

71 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Apple's AI Advantage: Why Buffett's Favorite Tech Stock Could Thrive Without Heavy Infrastructure Spending

Apple's AI advantage stems from strong revenue growth, expanding services margins, and its position as a consumer AI distribution layer—all without massive infrastructure spending like competitors.
METAAMZNGOOGGOOGLAAPL+2valuationearnings growth
The Motley FoolThe Motley Fool··Bram Berkowitz

Buffett's Market Warning: Why $370B Cash Hoard Signals Overvaluation Fears

Warren Buffett signaled market overvaluation concerns, stating he won't buy Apple at current prices. Berkshire hoards $370B cash while selling stocks, avoiding buybacks.
AAPLBRK.ABRK.BBerkshire HathawayWarren Buffett
The Motley FoolThe Motley Fool··Thomas Niel

Buffett's Trinity: Why Apple, AmEx, and Coca-Cola Remain Forever Stocks

Buffett's core holdings in Apple, American Express, and Coca-Cola exemplify his forever-stock philosophy through durable competitive moats and consistent earnings growth.
AXPAAPLBRK.ABRK.BKOdividend growthlong-term investing
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Final Act: Dumping BofA, Doubling Down on Chevron as Oil Surges

Buffett exits half his BofA stake while deploying $1.2B into surging Chevron in his final CEO quarters, signaling skepticism on financials and renewed energy conviction.
BACBACpBBACpEBACpKBACpL+16portfolio rebalancingBerkshire Hathaway
BenzingaBenzinga··Chris Katje

Buffett Steps Back but Stays Put: Retired CEO Visits Office Daily at 95

Retired CEO Warren Buffett, 95, visits Berkshire Hathaway office daily and advises on investments. The conglomerate holds $370 billion in cash and recently purchased $17 billion in Treasury bills.
BRK.ABRK.BKHCBerkshire HathawayGreg Abel
BenzingaBenzinga··Namrata Sen

Buffett Signals Apple Appetite Despite $100B Selloff, Maintains Faith in Cook

Buffett signals continued Apple confidence despite $100B divestment, saying he'd buy "a whole lot" if prices decline. Apple remains Berkshire's 23% portfolio position.
GOOGGOOGLAAPLBRK.ABRK.Bportfolio allocationBerkshire Hathaway
The Motley FoolThe Motley Fool··Matt Dilallo

Buffett's Oil Bet Vindicated as Iran Tensions Drive Energy Rally

Buffett's major stakes in Occidental Petroleum and Chevron are outperforming as Iran tensions elevate crude prices, validating his contrarian energy thesis.
BRK.ABRK.BCVXOXYOXY.WSenergy sectorfree cash flow
The Motley FoolThe Motley Fool··Neil Patel

Berkshire Hathaway's Decade of Gains: $10K Investment Worth $34K, But Trail S&P 500

$10K Berkshire investment grew 240% to $34K over decade but trailed S&P 500's 282% gain, constrained by tech avoidance and massive cash holdings.
BRK.ABRK.Bvaluationearnings growth
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Successor Bets $64B on AI Giants Apple, Alphabet, Amazon

Greg Abel's Berkshire Hathaway maintains $64 billion in Apple, Alphabet, and Amazon—signaling institutional confidence in AI's transformative power despite Buffett's historical tech skepticism.
AMZNGOOGGOOGLAAPLBRK.A+1cloud infrastructureartificial intelligence
The Motley FoolThe Motley Fool··Adam Levy

Buffett's Final Quarter: $3.5B Bet on 5 Stocks Signals Strategic Shift

Warren Buffett invested $3.5B across five stocks in his last quarter as Berkshire CEO, with Domino's Pizza emerging as his standout pick amid 13-quarter selling spree.
BRK.ABRK.BCVXCBDPZ+1earnings growthdigital transformation
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Berkshire Doubling Money in Coca-Cola, AmEx, Moody's Every 2 Years

Berkshire Hathaway doubles capital every 21-30 months from Coca-Cola, American Express, and Moody's dividend income via exceptional yields on cost of 63%, 45%, and 41% respectively.
AXPBACBACpBBACpEBACpK+17dividend growthlong-term investing
The Motley FoolThe Motley Fool··Matt Frankel, Cfp

Gates Foundation's $35B Portfolio Heavily Tilted to Berkshire, Not Microsoft

Gates Foundation's $35B portfolio holds 28% in Berkshire Hathaway ($9.8B) from Buffett donations, while Microsoft ranks fourth at 10.5%.
MSFTBRK.ABRK.BWMCNIBerkshire Hathawayportfolio concentration
The Motley FoolThe Motley Fool··Matt Frankel, Cfp

Buffett's Portfolio Offers Bargains: AmEx and Ally Flash Buying Signals

Two Berkshire Hathaway holdings—American Express and Ally Financial—present attractive valuations following market turmoil, with strong fundamentals underpinning the declines.
AXPVBRK.ABRK.BMA+1value investingdividend stocks
The Motley FoolThe Motley Fool··Lawrence Rothman, Cfa

Buffett's Dividend Darlings: Why Coca-Cola and Domino's Deserve Your Portfolio

Coca-Cola and Domino's Pizza offer rare combination of reliable dividend income and consistent growth, embodying Warren Buffett's proven investment philosophy.
BRK.ABRK.BKODPZdividend stockslong-term investing
The Motley FoolThe Motley Fool··Motley Fool Youtube

Berkshire's Steady Hand: Why Abel's Cautious Approach May Reward Patient Investors

Critics demand bold moves from Berkshire's Greg Abel, but patient investors should focus on fundamentals and disciplined capital allocation over headline-driven reactions.
BRK.ABRK.Bcapital allocationBerkshire Hathaway
The Motley FoolThe Motley Fool··Thomas Niel

Three Buffett Portfolio Stocks Poised for Growth After Leadership Transition

Three Berkshire Hathaway stocks—Chevron, Domino's Pizza, and DaVita—offer compelling long-term value with operational improvements and favorable market dynamics.
BRK.ABRK.BCVXDPZDVAenergy sectordividend stocks
The Motley FoolThe Motley Fool··Sean Williams

Buffett's Final Act: Dumps $7B in BofA, Bets $1.2B on Oil as Career Winds Down

Buffett exits $7B Bank of America stake, invests $1.2B in Chevron as final career move, signaling concern over financial valuations amid geopolitical energy demand.
BACBACpBBACpEBACpKBACpL+14valuationcapital returns
The Motley FoolThe Motley Fool··Adam Levy

Berkshire's Next Leader Signals Long-Term Commitment to 'Forever Stocks'

Greg Abel confirms Berkshire Hathaway will hold nine core positions indefinitely, representing over 60% of its stock portfolio, signaling minimal future trading.
AXPAAPLKOMCOSSUMY+3Berkshire HathawayGreg Abel
The Motley FoolThe Motley Fool··Adam Levy

Gates Foundation Concentrates $38B Portfolio in Three 'Moat' Stocks, Shuns Tech

Gates Foundation invests 60% of $38B portfolio in Berkshire Hathaway, Waste Management, and Canadian National Railway—reflecting Buffett's value investing philosophy and eschewing technology.
BRK.ABRK.BWMCNIvalue investingBerkshire Hathaway
The Motley FoolThe Motley Fool··Leo Sun

Buffett's Portfolio: Buy Apple and Amex, Avoid Kraft Heinz's Decline

Apple and American Express warrant investor consideration from Buffett's portfolio; Kraft Heinz represents a value trap despite cost-cutting efforts.
AXPAAPLBRK.ABRK.BKHClong-term investingBerkshire Hathaway