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
Guy Spier (Aquamarine Zurich AG) – Q3 2025 13F Portfolio Review
In the most recent 13F filing, Guy Spier’s Aquamarine Zurich AG reported a portfolio valued at $317.37 million, with the top five holdings accounting for 77.64 % of total assets. A disciple of Warren Buffett and Mohnish Pabrai, Spier continues to run one of the most concentrated and quality-focused portfolios … Read More
VALUE: After Hours (S07 E34): Buffett’s Japan Trading Houses Bet
During their recent episode, Jake Taylor and Tobias Carlisle discussed Buffett’s Japan Trading Houses Bet. Here’s an excerpt from the episode: Jake: Okay, let’s talk about that then, and the third deal. Tobias: So, when he was 90, he announced this deal. So, this is only five years ago now. … Read More
VALUE: After Hours (S07 E34): BNSF: Buffett’s Coup d’Œil Moment
During their recent episode, Jake Taylor and Tobias Carlisle discussed BNSF: Buffett’s Coup d’Œil Moment. Here’s an excerpt from the episode: Jake: So, how about the second transaction? Tobias: So, the second transaction that I wrote about was the BNSF, the railway deal. I think there’s a nice parallel to … Read More
VALUE: After Hours (S07 E34): Buffett – General Re: Defensive Strategy in Action
During their recent episode, Jake Taylor and Tobias Carlisle discussed General Re: Defensive Strategy in Action. Here’s an excerpt from the episode: Tobias: So, the first one was General Re. I think General Re was really interesting, because it came– Buffett had made the Coca-Cola investment, and he’d put about … Read More
VALUE: After Hours (S07 E34): Apple as Buffett’s Greatest Trade
During their recent episode, Jake Taylor and Tobias Carlisle discussed Apple as Buffett’s Greatest Trade. Here’s an excerpt from the episode: One of the opening stories in the book, is talking about Apple, and contrasting Einhorn and Icahn, and their activist campaign against Apple with Buffett’s subsequent investment in Apple … Read More
VALUE: After Hours (S07 E34): Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
During their recent episode, Tobias Carlisle and Jake Taylor discussed: Buffett Meets Sun Tzu: The Spark Behind the Book Apple as Buffett’s Greatest Trade The Meaning of ‘Soldier of Fortune’ Via Negativa: Winning by Avoiding Mistakes General Re: Defensive Strategy in Action BNSF: Buffett’s Coup d’Œil Moment The Japan Trading … Read More
Monish Pabrai on Berkshire Hathaway, Big Tech, and Betting on Coal
In a recent interview with SumZero, legendary value investor Monish Pabrai shared his thoughts on markets, leadership, and his unconventional bets on commodities. Pabrai views Berkshire Hathaway as a superior alternative to passive investing, especially in today’s market. “Given Berkshire’s large cash position, modest valuation, [and] relatively young leader, it’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
Superinvestor Moves: Berkshire Hathaway – Class B (BRK.B) – Tracking Top Investor Activity Last Quarter
Data from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Berkshire Hathaway Inc. Class B (BRK.B). Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Joel Greenblatt, and Guy Spier. As part of our ongoing series, we’re breaking down quarterly activity … Read More
Mohnish Pabrai: Berkshire Is A Better Index Than The S&P
During his recent interview with SumZero, Mohnish Pabrai discussed the future of Berkshire Hathaway. When it comes to Berkshire’s future under Greg Abel, Pabrai sees no red flags — only quiet continuity. “Greg actually from a practical sense has been running Berkshire for quite some time,” he explained. “From a … 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
Tom Gayner: Investing Can Make You Look Dumber Than You Really Are
At the Acatis Value Conference in Frankfurt, Tom Gayner spoke about his approach to long-term investing and the principles that shape his portfolio. “We try to find good companies and give them time to compound over time,” Gayner said, referring to his decades-long position in Novo Nordisk. “My decision was … Read More
Terry Smith: No One Will Be Able to Replicate Buffett’s Performance Record
In a recent Financial Times article, Terry Smith reflects on Warren Buffett’s retirement with a Shakespearean nod: “I shall not look upon his like again,” he writes, invoking Hamlet. “Since Warren Buffett announced his retirement from Berkshire Hathaway this month, financial commentators have been asking themselves the same question: can … 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
Bill Ackman: Owning Royalty Collecting Companies, and the Power of Perspective
“Success is not a straight line up,” Bill Ackman told the UBS audience during this year’s Berkshire Hathaway Fireside Chat. “You’re almost guaranteed to fail over the course of your life and it’s how you respond to failure that determines your success.” Ackman, always frank, spoke openly about lessons learned … 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
Bill Ackman’s Modern-Day Berkshire Ambition
At the Milken Conference, Pershing Square’s Bill Ackman sat down with Yahoo Finance to discuss what he calls a “very significant change in strategic direction”: a $900 million investment in Howard Hughes Corporation. But this wasn’t just another deal—it’s the culmination of a long-term vision that draws clear inspiration from … 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