You need to keep up on Warren Buffett stocks, because while the Berkshire Hathaway (BRK.B) chief sticks to a winning investing formula, that doesn't mean sitting still.
Elon Musk thinks Twitter’s algorithm should be public. Here’s what that could mean
On March 24, a few weeks before he promised to buy Twitter, Elon Musk posted a survey on social media: "Twitter's algorithm should be open source," he wrote, with ways for users to vote "yes" or "no." Some Twitter technology is already open source, which means it is publicly available for anyone to ...
Amazon ordered to reinstate warehouse worker who was fired after protest
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Amazon is facing legal consequences for its history of expelling protest participants. Reports that Judge Benjamin Green has ordered Amazon to reinstate warehouse employee Gerald Bryson, who was fired from his position at the JFK8 facility on Staten Island (recently voted for merger) after allegedly violating language policies during COVID security. -1...
Why J&J Is Shifting Its Focus From Covid Shots — And Seeing A Stock Resurgence
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Johnson & Johnson (JNJ) downgraded its leadership in 2022 on Tuesday and reduced its Covid vaccination vision - but JNJ's stock came to light. In the first quarter, Johnson & Johnson's Covid vaccine generated $ 457 million in sales. But mo...
Here's how much private equity firms could pay in Twitter bidding war with Elon Musk
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Private equity may be set aside for additional donations to help break Twitter in the extended hand of millionaire Elon Musk. A source familiar with the matter tells that Apollo Global Management (the parent company of Yahoo Finance) is analyzing options to provide potential subscribers with an agreement to keep Twitter private. The private equity powerhouse does not plan to buy Twitter directly, the sourc...
Mercedes-Benz Unveils New Weapon to Challenge Tesla
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The German car company Mercedes-Benz is developing real weapons to challenge Tesla's leadership in high-performance electric cars. Clearly, the Mercedes-Benz is an unstoppable force in the race for electric cars. (
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U.S. stocks rose Tuesday as investors reviewed earnings reports and a revised International Monetary Fund (IMF) forecast that the global economy would shrink sharply during the Russian invasion of Ukraine. The S&P 500 is up 1.3%, marking its best day...
Twitter Shares Rise As Elon Musk & Jack Dorsey Slam Board Amid Speculation On Rival Bids
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Twitter stocks rose sharply on Monday, approaching Elon Musk's $ 54.20-per share request, as he spoke harshly to the company board amid rumors that some bids could be made. Shares rose almost 7.5% to close at $ 48.45 on the second full trading day from Thursday, when the CEO of Tesla made what he called the "last and la...
Bank of America Stock Gains as Loan Growth Helps Drive Q1 Earnings Beat
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"Interest income has increased by $ 1.4 billion compared to the previous quarter supported by strong growth in loans and deposits," said CFO Alastair Borthwick. Bank of America (BAC) - sent the first quarterly revenue better than expected on Monday due to strong residual interest rates between improving loan demand and a $ 240 billion bank deposit base profit.
Elon Musk Hints At Tender Offer, Board Elimination In Latest Twitter Drama Twist; Stock Jumps
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Elon Musk's weekend tweets suggest another U-turn to Twitter's billionaire strategy. Twitter (TWTR) - Get Twitter, Inc. The stock index rose sharply on Monday, but remains stable under Tesla (TSLA) takeover - Get Tesla Inc Report CEO Elon Musk last week, as the world's richest man focuses on what could be a vicious and prolong...
Is Tesla (TSLA) Still a Smart Long-Term Buy
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Worm Capital, an investment management company, has published an investment letter for the first quarter of 2022 - a copy can be downloaded here. During the first quarter of this year, the fund performed well above its target, the S&P 500 TR by 25.64 percent but its annual return so far has dropped by 18.12%, compared to 4.59% of its be...
Netflix, Tesla earnings: What to know in markets this week
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This week, the wage season will grow, giving investors a new set of business profitability data as they face higher inflationary pressures. The two biggest names announced this week will include Netflix (NFLX) and Tesla (TSLA), giving an early look at how some of the mega-cap technology companies performed earlier this year. Other names to be announced this week will cover a numbe...
Twitter needs to close a deal with Elon Musk:
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Shares of Twitter Inc. acquired Monday after a communications company launched a self-defense pill to prevent Elon Musk's unsolicited bid to take the company privately to $ 54.20 a share. The security installation on Monday confirmed the Twitter protection strategy unveiled last week, which will allow the company to issue new stock all shareholders except Musk can buy at a discounted price. It im...
Berkshire Hathaway Keeps Selling Drug Stocks, Buys Activision Blizzard
In the fourth quarter of 2021, Berkshire Hathaway bought Activision Blizzard (ATVI) and Nu Holdings (NU) for the first time, according to a 13F filing filed Feb. 14. Buffett's Berkshire purchased nearly $1 billion worth of ATVI stock before Microsoft (MSFT) agreed to buy the troubled video game maker for nearly $69 billion.
Berkshire's stake in Nu, a Brazilian digital bank holding company, was worth more than $1 billion at the end of 2021.
Buffett's Berkshire exited Teva Pharmaceuticals (TEVA) in Q4, four years after first buying the drug stock. It continued to slash positions in AbbVie (ABBV) and Bristol-Myers Squibb (BMY), after buying them for the first time in Q3 2020.
Buffett further grew a stake in Chevron (CVX) in Q4, while further trimming Visa (V) and Mastercard (MA). Oil prices have rocketed this year amid geopolitical tensions.
In Q4, Berkshire kept some of its biggest and longest-held positions steady. Those included Bank of America (BAC) and Apple (AAPL), as well as Coca-Cola (KO) and American Express (AXP), both of the latter holdings since 2001.
Major Turnover
Buffett is known as a buy-and-hold investor, hanging on to stocks for years and even decades. But there has been major turnover lately.
In 2021, Berkshire Hathaway exited Biogen (BIIB), Merck (MRK) and Merck spinoff Organon (OGN), not long after buying stakes in those drug stocks.
In 2020, Berkshire bought, then quickly sold Pfizer (PFE) and Barrick Gold (GOLD). It also dumped Costco (COST), as well as all of its airlines stocks amid the coronavirus hit to global air travel.
That came after Berkshire ditched drywall maker USG (USG) in 2019, IBM (IBM) in 2018, and General Electric (GE) in 2017.
Top Buffett stocks tend to be dividend growers. Take Coca-Cola stock, which Buffett began gathering in 1987 and which has grown dividends for about 60 years in a row.
Top Warren Buffett Stocks By Size
Here are the top 10 Warren Buffett stocks by number of shares, as of Dec. 31:
- Apple (AAPL), 887.1 million
While Bank of America is the No. 1 Warren Buffett stock by number of shares, Apple is the No. 1 stock in Berkshire's portfolio by market value, worth a whopping $157.53 billion at the end of 2021.
Apple stock makes up nearly half (47.6%) of Berkshire's total equity portfolio, up from 6% at the end of 2016. It accounts for a big chunk of the portfolio's surge in value over that period.
The Oracle of Omaha is a major institutional owner of Apple stock, which you could call the poster child for Warren Buffett stocks due to its strong earnings, returns and management.
In Q4 2021, Berkshire Hathaway maintained its huge position in the iPhone maker after making cuts in 2020. It also left unchanged a relatively smaller stake in Amazon.com (AMZN). Berkshire first bought Apple in Q1 2016 and Amazon in Q1 2019.
Berkshire Hathaway also kept Bank of America unchanged last quarter, after plowing more than $2 billion into its shares in 2020.
Between 1965 and 2020, the widely followed Berkshire Hathaway portfolio posted a 20% compound annual gain, double that of the S&P 500 index, with dividends included.
