In his November 10, 2025 Press Release, Warren Buffett opened with characteristic modesty and humor, writing, “I will no longer be writing Berkshire’s annual report or talking endlessly at the annual meeting. As the British would say, I’m ‘going quiet.’ Sort of.” It marked the beginning of a generational handoff … Read More
Berkshire Hathaway Q3 2025: Buffett’s Cash Fortress and an $9.7 Billion Bet on Occidental Chemicals
Berkshire Hathaway entered the final stretch of 2025 with record liquidity, robust operating earnings, and its largest-ever move in the energy sector. The company reported that its “diverse group of businesses generated net operating cash flows of $34.8 billion” in the first nine months of the year, while “capital expenditures … Read More
Book Review: The Snowball: Warren Buffett and the Business of Life
Alice Schroeder’s The Snowball is more than a biography of Warren Buffett—it is a sweeping portrait of a man whose financial genius has often overshadowed the complexity of his personal life. Drawing on years of unprecedented access to Buffett, his family, and his colleagues, Schroeder delivers a narrative that is … Read More
Berkshire Hathaway’s Buys and Sells: Portfolio Shifts from the Latest Filing
Berkshire Hathaway’s most recent 13F filing shows a portfolio dominated by familiar blue-chip names but with some telling adjustments. While Warren Buffett’s team largely held steady in core positions, the quarter still featured notable trims in mega-cap holdings alongside selective additions. Significant Sells The filing revealed several reductions in Berkshire’s … Read More
Warren Buffett’s Philanthropic Legacy and the Power of Strategic Giving
Warren Buffett’s recent announcement of donating over 12 million Berkshire Hathaway B shares to five foundations is yet another testament to his unwavering commitment to philanthropy. This $60 billion contribution, distributed to the Bill & Melinda Gates Foundation Trust, the Susan Thompson Buffett Foundation, and three others, underscores a lifetime … Read More
Buffett’s 2007 Letter: Market Folly, Lending Risks, and Long-Term Growth
One of my favorite Berkshire Hathaway Letters is the 2007 Letter which included some great lessons for investors. Let’s take a look at some of the key takeaways. “Our gain in net worth during 2007 was $12.3 billion, which increased the per-share book value of both our Class A and … Read More
Warren Buffett’s Top 5 Positions Make Up 70.46% Of His Portfolio (Analysis)
Warren Buffett’s top 5 holdings, based on his latest 13F filing make up 70.46% of Berkshire Hathaway’s portfolio, reflecting a highly concentrated strategy. Buffett’s top holding, Apple Inc. (AAPL), alone accounts for 25.76% of the portfolio — a remarkable vote of confidence in a single company. Apple Inc. (AAPL) Shares: … Read More
Berkshire Hathaway Q1 2025 Earnings Analysis: Operating Strength, Investment Drag
In their Q1 2025 Earnings Release, Berkshire Hathaway reported a sharp year-over-year decline in Q1 2025 net earnings, falling to $4.60 billion from $12.70 billion in Q1 2024. This decline was driven primarily by a $5.0 billion investment loss, compared to a $1.5 billion gain in the prior-year quarter. As … Read More
Warren Buffett: Key Takeaways from the 2025 Berkshire Meeting
At 94 years old, Warren Buffett still has a firm grip on the essence of long-term investing—and life. Speaking to tens of thousands at the 2025 Berkshire Hathaway Annual Meeting, Buffett offered more than just market commentary. He shared his hard-earned knowledge from decades of discipline, trust, and humility. One … Read More
Warren Buffett: Key Takeaways From The 1984 Berkshire Letter
If you’re an investor looking for practical advice that still holds true today, Warren Buffett’s 1984 Berkshire Hathaway letter is packed with insights—and he doesn’t sugarcoat anything. First, Buffett reminds us that “economic gains must be evaluated by comparison with the capital that produces them.” Even though Berkshire’s net worth … Read More
Key Takeaways From The 1989 Berkshire Hathaway Letter
In his 1989 letter, Warren Buffett provided a number of key takeaways for thoughtful, long-term investors. One of the clearest lessons is his obsession with intrinsic value: “What counts, however, is intrinsic value—the figure indicating what all of our constituent businesses are rationally worth.” He explains that value comes down … Read More
Best Takeaways From The 1994 Berkshire Hathaway Letter
Just re-read the 1994 Berkshire Hathaway Annual Letter—Buffett’s full of sharp, clear-eyed takes on investing and leadership. I pulled out a few of the best takeaways. “A fat wallet is the enemy of superior investment results,” he wrote, acknowledging that Berkshire Hathaway’s growing size made it harder to find needle-moving … Read More
Warren Buffett: Why Investors Should Ignore Wall Street Projections
At the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger reminded everyone why they’re value investing legends. In their signature no-nonsense style, they talked about what really matters when evaluating a business—and it’s not the slick projections investment bankers love to push. Buffett put it plainly when asked … Read More
Warren Buffett: Why Concentration Beats Diversification
In his 1993 Berkshire Hathaway Annual Letter, Warren Buffett explained how he and Charlie Munger figured out early that trying to make dozens of brilliant investment decisions is a losing battle. As Buffett puts it, “Charlie and I decided long ago that in an investment lifetime, it’s just too hard … Read More
Warren Buffett: The Problem With Today’s ‘Electronic Herd’
The stock market today feels like it’s running on caffeine – jittery, reactive, and prone to wild mood swings. Warren Buffett saw this coming way back in 2007 during the Berkshire Hathaway annual meeting when he described what’s fundamentally changed in markets. “There is an electronic herd of people around … Read More
Jean-Marie Eveillard On Buffett’s Counterintuitive Truth
One of my favorite value investor’s is Jean-Marie Eveillard. In his interview with the Graham & Doddsville Newsletter, Eveillard reminds us that Warren Buffett’s approach isn’t about rigid formulas—it’s about understanding what makes a business truly durable. As Eveillard puts it, Buffett’s genius lies in figuring out the “three, four, … Read More
Warren Buffett: Don’t Wait Around Trying To Time The Perfect Entry
Back in 2009, during a CNBC Town Hall Event with Bill Gates, Warren Buffett sat down and gave some of the most no-nonsense, practical investment advice you’ll ever hear. It was the aftermath of the financial crisis, panic was everywhere, and people didn’t know where to turn. But Buffett, he … Read More
Warren Buffett: Great Investments Go Beyond the Balance Sheet
Investing is a balance between hard data and good judgment. As Warren Buffett put it in his 1967 Partnership Letter, “The evaluation of securities and businesses for investment purposes has always involved a mixture of qualitative and quantitative factors.” On one side, you’ve got the believers in business fundamentals—the ones … Read More
Mohnish Pabrai: Buffett’s Geiger Counter Approach
An often-overlooked aspect of Warren Buffett’s investment philosophy is his ability to pivot when opportunities arise outside the mainstream equity markets. This flexibility is what Mohnish Pabrai calls Buffett’s “Geiger counter approach” in his book – Mosaic: Perspectives on Investing. The Geiger counter metaphor suggests an investor constantly scanning for … Read More
Buffett’s Rule: How Much to Invest in a Single Stock
As investors, we constantly grapple with the question of how much to allocate to each position in our portfolio. When students from Emory’s Goizueta Business School and the McCombs School of Business at UT Austin had the opportunity to visit Warren Buffett for a Q&A session, they gained valuable insights … Read More