-
Buffett on Berkshire's $188 billion cash pile: 'We only swing at pitches we like'
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Buffett answers a shareholder question about why Berkshire is "sitting on" $188 billion in cash. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the l...
published: 04 May 2024
-
Why Berkshire Hathaway is holding a record $325B in cash
Berkshire Hathaway's (BRK-B, BRK-A) cash holding reached a record $325.2 billion in the third quarter as the firm sells off its stake in companies like Apple (AAPL) and Bank of America (BAC). Portfolio Wealth Advisors president and CIO Lee Munson joins Morning Brief Hosts Seana Smith and Brad Smith. Munson tells Yahoo Finance that Berkshire's growing cash pile reflects Warren Buffett's strategy to sell high, saying, "I think you're going to have to see a market that trades much lower in valuation before you get him to do anything. And if he does anything that's not in a market that's getting crushed in its valuation, I think it's because he's going to look at things that he knows best or that are doing best and that's going to be in energy or in some of these industrial aerospace things th...
published: 04 Nov 2024
-
How high-net worth investors are viewing moves by Berkshire Hathaway to increase its cash pile
Barbara Goodstein, managing partner at R360, an investment community for ultra-high net worth individuals, discusses Berkshire Hathaway's Q3 results, and moves by the company to further trim its holdings in Apple and Bank of America.
published: 04 Nov 2024
-
Market Navigator: Buying Berkshire Hathaway Class B shares
Carter Worth, Worth Charting founder, joins 'Power Lunch' to discuss why he's telling investors to buy Berkshire Hathaway Class B shares.
published: 15 Aug 2024
-
Warren Buffett explains why Berkshire reduced its big Apple stake
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www....
published: 04 May 2024
-
Buffett Keeps Cutting Apple Stake as Berkshire Cash Pile Hits Record
Berkshire Hathaway's cash pile reached a record $325.2 billion in the third quarter, as Warren Buffett continued to refrain from major acquisitions. Meanwhile, the conglomerate also cut its stake in Apple again, this time by about 25 percent. Adam Haigh discusses the details on "Bloomberg: The Asia Trade."
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.co...
published: 04 Nov 2024
-
Berkshire Hathaway Stock Was Downgraded. Should You Sell?
#Morningstar #BerkshireHathaway #StockInvesting
Morningstar recently lowered Berkshire’s economic moat rating to narrow from wide. Here’s what to make of it.
00:00 Introduction
00:11 Why Berkshire Hathaway Stock Was Downgraded
01:27 Should You Sell Berkshire Hathaway Stock?
Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Morningstar recently downgraded the economic moat rating on Berkshire Hathaway BRK.A BRK.B to narrow moat from wide moat. As a result, is it time to sell the stock?
Let’s talk about the downgrade first. As a refresher, Morningstar’s economic moat ratings indicate how long we think a company will be able to fight off competitors and out-earn its cost of capital. Companies with wide economic moat ratings are those that we expect to out-earn their c...
published: 29 Oct 2024
-
Calls of the Day: Berkshire Hathaway, Citigroup, Visa and Uber
The Investment Committee debate the latest Calls Of The Day.
published: 01 Nov 2024
-
Buffett's Berkshire Hathaway tops $1 trillion market value | REUTERS
Berkshire Hathaway's market value surpassed $1 trillion, reflecting investor confidence in the conglomerate that Warren Buffett built over nearly six decades.
#News #Reuters #Newsfeed #world #business #WarrenBuffet #BerkshireHathaway #marketvalue #investors
Read the story here: https://reut.rs/4dIUMSY
👉 Subscribe: http://smarturl.it/reuterssubscribe
Keep up with the latest news from around the world: https://www.reuters.com/
Follow Reuters on Facebook: https://www.facebook.com/Reuters
Follow Reuters on Twitter: https://twitter.com/Reuters
Follow Reuters on Instagram: https://www.instagram.com/reuters/?hl=en
published: 28 Aug 2024
-
Watch Warren Buffett preside over the full 2024 Berkshire Hathaway annual shareholders meeting
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the company's annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Foll...
published: 05 May 2024
2:32
Buffett on Berkshire's $188 billion cash pile: 'We only swing at pitches we like'
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Buffett answers a shareholder question about why Be...
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Buffett answers a shareholder question about why Berkshire is "sitting on" $188 billion in cash. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
https://www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV
https://wn.com/Buffett_On_Berkshire's_188_Billion_Cash_Pile_'We_Only_Swing_At_Pitches_We_Like'
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Buffett answers a shareholder question about why Berkshire is "sitting on" $188 billion in cash. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
https://www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV
- published: 04 May 2024
- views: 59477
5:17
Why Berkshire Hathaway is holding a record $325B in cash
Berkshire Hathaway's (BRK-B, BRK-A) cash holding reached a record $325.2 billion in the third quarter as the firm sells off its stake in companies like Apple (A...
Berkshire Hathaway's (BRK-B, BRK-A) cash holding reached a record $325.2 billion in the third quarter as the firm sells off its stake in companies like Apple (AAPL) and Bank of America (BAC). Portfolio Wealth Advisors president and CIO Lee Munson joins Morning Brief Hosts Seana Smith and Brad Smith. Munson tells Yahoo Finance that Berkshire's growing cash pile reflects Warren Buffett's strategy to sell high, saying, "I think you're going to have to see a market that trades much lower in valuation before you get him to do anything. And if he does anything that's not in a market that's getting crushed in its valuation, I think it's because he's going to look at things that he knows best or that are doing best and that's going to be in energy or in some of these industrial aerospace things that have been working well." Watch the video above for more on Munson's read of Berkshire's cash holdings and what's next for Warren Buffett.
#stockmarket #youtube #news
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
https://wn.com/Why_Berkshire_Hathaway_Is_Holding_A_Record_325B_In_Cash
Berkshire Hathaway's (BRK-B, BRK-A) cash holding reached a record $325.2 billion in the third quarter as the firm sells off its stake in companies like Apple (AAPL) and Bank of America (BAC). Portfolio Wealth Advisors president and CIO Lee Munson joins Morning Brief Hosts Seana Smith and Brad Smith. Munson tells Yahoo Finance that Berkshire's growing cash pile reflects Warren Buffett's strategy to sell high, saying, "I think you're going to have to see a market that trades much lower in valuation before you get him to do anything. And if he does anything that's not in a market that's getting crushed in its valuation, I think it's because he's going to look at things that he knows best or that are doing best and that's going to be in energy or in some of these industrial aerospace things that have been working well." Watch the video above for more on Munson's read of Berkshire's cash holdings and what's next for Warren Buffett.
#stockmarket #youtube #news
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
- published: 04 Nov 2024
- views: 34900
4:08
How high-net worth investors are viewing moves by Berkshire Hathaway to increase its cash pile
Barbara Goodstein, managing partner at R360, an investment community for ultra-high net worth individuals, discusses Berkshire Hathaway's Q3 results, and moves ...
Barbara Goodstein, managing partner at R360, an investment community for ultra-high net worth individuals, discusses Berkshire Hathaway's Q3 results, and moves by the company to further trim its holdings in Apple and Bank of America.
https://wn.com/How_High_Net_Worth_Investors_Are_Viewing_Moves_By_Berkshire_Hathaway_To_Increase_Its_Cash_Pile
Barbara Goodstein, managing partner at R360, an investment community for ultra-high net worth individuals, discusses Berkshire Hathaway's Q3 results, and moves by the company to further trim its holdings in Apple and Bank of America.
- published: 04 Nov 2024
- views: 47608
3:23
Market Navigator: Buying Berkshire Hathaway Class B shares
Carter Worth, Worth Charting founder, joins 'Power Lunch' to discuss why he's telling investors to buy Berkshire Hathaway Class B shares.
Carter Worth, Worth Charting founder, joins 'Power Lunch' to discuss why he's telling investors to buy Berkshire Hathaway Class B shares.
https://wn.com/Market_Navigator_Buying_Berkshire_Hathaway_Class_B_Shares
Carter Worth, Worth Charting founder, joins 'Power Lunch' to discuss why he's telling investors to buy Berkshire Hathaway Class B shares.
- published: 15 Aug 2024
- views: 16941
9:36
Warren Buffett explains why Berkshire reduced its big Apple stake
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Watch the full coverage of Berkshire Hathaway annua...
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
https://www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV
https://wn.com/Warren_Buffett_Explains_Why_Berkshire_Reduced_Its_Big_Apple_Stake
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
https://www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV
- published: 04 May 2024
- views: 768543
2:06
Buffett Keeps Cutting Apple Stake as Berkshire Cash Pile Hits Record
Berkshire Hathaway's cash pile reached a record $325.2 billion in the third quarter, as Warren Buffett continued to refrain from major acquisitions. Meanwhile, ...
Berkshire Hathaway's cash pile reached a record $325.2 billion in the third quarter, as Warren Buffett continued to refrain from major acquisitions. Meanwhile, the conglomerate also cut its stake in Apple again, this time by about 25 percent. Adam Haigh discusses the details on "Bloomberg: The Asia Trade."
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
https://wn.com/Buffett_Keeps_Cutting_Apple_Stake_As_Berkshire_Cash_Pile_Hits_Record
Berkshire Hathaway's cash pile reached a record $325.2 billion in the third quarter, as Warren Buffett continued to refrain from major acquisitions. Meanwhile, the conglomerate also cut its stake in Apple again, this time by about 25 percent. Adam Haigh discusses the details on "Bloomberg: The Asia Trade."
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
- published: 04 Nov 2024
- views: 65928
2:21
Berkshire Hathaway Stock Was Downgraded. Should You Sell?
#Morningstar #BerkshireHathaway #StockInvesting
Morningstar recently lowered Berkshire’s economic moat rating to narrow from wide. Here’s what to make of it....
#Morningstar #BerkshireHathaway #StockInvesting
Morningstar recently lowered Berkshire’s economic moat rating to narrow from wide. Here’s what to make of it.
00:00 Introduction
00:11 Why Berkshire Hathaway Stock Was Downgraded
01:27 Should You Sell Berkshire Hathaway Stock?
Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Morningstar recently downgraded the economic moat rating on Berkshire Hathaway BRK.A BRK.B to narrow moat from wide moat. As a result, is it time to sell the stock?
Let’s talk about the downgrade first. As a refresher, Morningstar’s economic moat ratings indicate how long we think a company will be able to fight off competitors and out-earn its cost of capital. Companies with wide economic moat ratings are those that we expect to out-earn their costs of capital for 20 years or more. Those companies that receive narrow economic moat ratings, well we expect those companies to generate excess returns for a decade or more.
When it comes to Berkshire Hathaway specifically, our moat rating comes from an evaluation of each of the firm’s individual businesses, combined with our assessment of management’s ability to produce excess returns from the cash flows that these businesses generate. Historically, Berkshire’s underlying businesses have provided a narrow economic moat and management’s investment prowess had pushed the firm’s overall economic moat rating to wide.
But today, it’s harder to see Berkshire generating excess returns consistently beyond the next decade. That’s not just because of Berkshire CEO Warren Buffett’s eventual departure. Rather, we’re seeing some slippage in the moats in the railroad business, as well as increased litigation exposure for the utilities/energy business, which put downward pressure on excess returns for Berkshire’s noninsurance operations. Berkshire’s size has also made it difficult to find deals or investments that can add significant value, and there’s increased competition for those deals from private capital. Those factors diminish the potential benefits ahead from management’s ongoing capital allocation.
Does that mean it’s time to sell Berkshire Hathaway’s stock? Not necessarily. The stocks of companies that have undergone moat rating changes can still be overvalued or undervalued. In other words, a moat rating change isn’t a buy or a sell signal. What matters is where a given stock is trading relative to Morningstar’s fair value estimate. And these days, Berkshire Hathaway stock is trading right around our fair value estimates for both its A shares and its B shares. So no, the stock isn’t a sell according to Morningstar’s metrics – it’s a hold.
For more stock insights, subscribe to Morningstar’s channel and visit Morningstar.com
Morningstar strategist Greggory Warren provided the research behind this report.
What to watch from Morningstar.
Why These 2 Dividend Aristocrats Look Like Buys Today https://youtu.be/9EUNDdUrg38?si=KvPUmyA9FBz2989K
3 Stocks the Best Value Managers Are Buying https://youtu.be/5Nw6d6TnJI8?si=FwGegNYlyoy0Ps_3
2 Dirt Cheap Stocks to Buy If You Want to Take a Flier https://youtu.be/nAEsGAAs9y8?si=_ke9gvxK8NjC05sd
2 Cheap Stocks Top Managers Have Been Buying https://youtu.be/PoBu0U-LL0c?si=Yi-AxF22XFOT1awx
Read what our team is writing.
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Follow us on social.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
https://wn.com/Berkshire_Hathaway_Stock_Was_Downgraded._Should_You_Sell
#Morningstar #BerkshireHathaway #StockInvesting
Morningstar recently lowered Berkshire’s economic moat rating to narrow from wide. Here’s what to make of it.
00:00 Introduction
00:11 Why Berkshire Hathaway Stock Was Downgraded
01:27 Should You Sell Berkshire Hathaway Stock?
Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Morningstar recently downgraded the economic moat rating on Berkshire Hathaway BRK.A BRK.B to narrow moat from wide moat. As a result, is it time to sell the stock?
Let’s talk about the downgrade first. As a refresher, Morningstar’s economic moat ratings indicate how long we think a company will be able to fight off competitors and out-earn its cost of capital. Companies with wide economic moat ratings are those that we expect to out-earn their costs of capital for 20 years or more. Those companies that receive narrow economic moat ratings, well we expect those companies to generate excess returns for a decade or more.
When it comes to Berkshire Hathaway specifically, our moat rating comes from an evaluation of each of the firm’s individual businesses, combined with our assessment of management’s ability to produce excess returns from the cash flows that these businesses generate. Historically, Berkshire’s underlying businesses have provided a narrow economic moat and management’s investment prowess had pushed the firm’s overall economic moat rating to wide.
But today, it’s harder to see Berkshire generating excess returns consistently beyond the next decade. That’s not just because of Berkshire CEO Warren Buffett’s eventual departure. Rather, we’re seeing some slippage in the moats in the railroad business, as well as increased litigation exposure for the utilities/energy business, which put downward pressure on excess returns for Berkshire’s noninsurance operations. Berkshire’s size has also made it difficult to find deals or investments that can add significant value, and there’s increased competition for those deals from private capital. Those factors diminish the potential benefits ahead from management’s ongoing capital allocation.
Does that mean it’s time to sell Berkshire Hathaway’s stock? Not necessarily. The stocks of companies that have undergone moat rating changes can still be overvalued or undervalued. In other words, a moat rating change isn’t a buy or a sell signal. What matters is where a given stock is trading relative to Morningstar’s fair value estimate. And these days, Berkshire Hathaway stock is trading right around our fair value estimates for both its A shares and its B shares. So no, the stock isn’t a sell according to Morningstar’s metrics – it’s a hold.
For more stock insights, subscribe to Morningstar’s channel and visit Morningstar.com
Morningstar strategist Greggory Warren provided the research behind this report.
What to watch from Morningstar.
Why These 2 Dividend Aristocrats Look Like Buys Today https://youtu.be/9EUNDdUrg38?si=KvPUmyA9FBz2989K
3 Stocks the Best Value Managers Are Buying https://youtu.be/5Nw6d6TnJI8?si=FwGegNYlyoy0Ps_3
2 Dirt Cheap Stocks to Buy If You Want to Take a Flier https://youtu.be/nAEsGAAs9y8?si=_ke9gvxK8NjC05sd
2 Cheap Stocks Top Managers Have Been Buying https://youtu.be/PoBu0U-LL0c?si=Yi-AxF22XFOT1awx
Read what our team is writing.
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Follow us on social.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
- published: 29 Oct 2024
- views: 5216
1:58
Buffett's Berkshire Hathaway tops $1 trillion market value | REUTERS
Berkshire Hathaway's market value surpassed $1 trillion, reflecting investor confidence in the conglomerate that Warren Buffett built over nearly six decades.
...
Berkshire Hathaway's market value surpassed $1 trillion, reflecting investor confidence in the conglomerate that Warren Buffett built over nearly six decades.
#News #Reuters #Newsfeed #world #business #WarrenBuffet #BerkshireHathaway #marketvalue #investors
Read the story here: https://reut.rs/4dIUMSY
👉 Subscribe: http://smarturl.it/reuterssubscribe
Keep up with the latest news from around the world: https://www.reuters.com/
Follow Reuters on Facebook: https://www.facebook.com/Reuters
Follow Reuters on Twitter: https://twitter.com/Reuters
Follow Reuters on Instagram: https://www.instagram.com/reuters/?hl=en
https://wn.com/Buffett's_Berkshire_Hathaway_Tops_1_Trillion_Market_Value_|_Reuters
Berkshire Hathaway's market value surpassed $1 trillion, reflecting investor confidence in the conglomerate that Warren Buffett built over nearly six decades.
#News #Reuters #Newsfeed #world #business #WarrenBuffet #BerkshireHathaway #marketvalue #investors
Read the story here: https://reut.rs/4dIUMSY
👉 Subscribe: http://smarturl.it/reuterssubscribe
Keep up with the latest news from around the world: https://www.reuters.com/
Follow Reuters on Facebook: https://www.facebook.com/Reuters
Follow Reuters on Twitter: https://twitter.com/Reuters
Follow Reuters on Instagram: https://www.instagram.com/reuters/?hl=en
- published: 28 Aug 2024
- views: 7182
4:52:00
Watch Warren Buffett preside over the full 2024 Berkshire Hathaway annual shareholders meeting
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the company's annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders...
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the company's annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
https://www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV
https://wn.com/Watch_Warren_Buffett_Preside_Over_The_Full_2024_Berkshire_Hathaway_Annual_Shareholders_Meeting
Berkshire Hathaway Chairman and CEO Warren Buffett presides over the company's annual meeting. Watch the full coverage of Berkshire Hathaway annual shareholders meeting on https://www.cnbc.com/.
Upgrade to CNBC Pro for in-depth analysis following this live event. Gain valuable insights into Warren Buffett's investment strategies and get exclusive access to CNBC Pro's breakdowns of Berkshire Hathaway and its portfolio companies: https://cnb.cx/4a6T4rL
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
https://www.cnbc.com/select/best-cred...
#CNBC
#CNBCTV
- published: 05 May 2024
- views: 124293