What Is Warren Buffett Buying
Not surprisingly, that stock portfolio gets a lot of attention. Investors, novices and experts alike, treat Buffett's stock trades as indirect prophecy. Because if Buffett's buying or selling or stock, there must be a good reason.
what is warren buffett buying
The Securities and Exchange Commission (SEC) requires Berkshire Hathaway to disclose its stock holdings quarterly via Form 13F. That gives investors everywhere a line of sight into which stocks Buffett and his team are buying and selling.
In 2010, Buffett claimed that purchasing Berkshire Hathaway was the biggest investment mistake he had ever made, and claimed that it had denied him compounded investment returns of about $200 billion over the subsequent 45 years. Buffett claimed that had he invested that money directly in insurance businesses instead of buying out Berkshire Hathaway (due to what he perceived as a slight by an individual), those investments would have paid off several hundredfold.
On March 21, 2022, Berkshire Hathaway announced it was buying insurance company Alleghany for $11.6 billion. This would have expanded its presence in the insurance space and allowed it to own a holding company much like Berkshire itself. There was speculation a bidding war could erupt for the company, with Barron's citing Markel, W.R. Berkley, Chubb, and Loews along with Pershing Square as potential suitors. Barron's also reported on an analysis that suggested the company could be worth $1,000 a share, compared to the offer of $848.02. This move was touted as an example of Warren Buffett's "disdain" for investment bankers.
On May 2, 2019, Warren Buffett told CNBC that one of Berkshire's investment managers, either Todd Combs or Ted Weschler, have been purchasing Amazon shares. "One of the fellows in the office that manage money [...] bought some Amazon so it will show up in the 13F," Buffett told CNBC. Buffett continued; "Yeah, I've been a fan, and I've been an idiot for not buying. But I want you to know it's no personality changes taking place."
In May 2016, it was revealed in a regulatory filing that Berkshire had acquired a stake in Apple Inc. The initial position was for 9.8 million shares (0.2% of Apple) worth $1 billion. By the end of June 2016, this stake had increased to 15.2 million shares (0.3% of Apple). Berkshire then restarted buying Apple stock again between September to December. By December 31, 2016, Berkshire had built up a stake of 57.4 million shares (1.1% of Apple) with an estimated average acquisition price of $110 per share (before the 2020 4:1 split). Aggressive stock purchases continued and by March 31, 2017, Berkshire had amassed a stake of 129 million shares (2.5% of Apple). In the 2017 annual report, Berkshire Hathaway disclosed its total position by December 31, 2017, to be 166 million shares (3.3% of Apple). As of December 31, 2022,[update] Berkshire owns 5.8% of Apple with 915.6 million shares, according to the company's February 14, 2023, 13G filing.
\"I can't remember what I paid for that first copy of The Intelligent Investor. Whatever the cost, it would underscore the truth of Ben's adage: Price is what you pay; value is what you get. Of all the investments I ever made, buying Ben's book was the best (except for my purchase of two marriage licenses).\"
And lastly, the margin of safety is the part of Buffett's investment strategy that stresses the idea of buying investments at a high price while searching for opportunities to pay less for something with higher value.
56. "After 25 years of buying and supervising a great variety of businesses, Charlie [Munger] and I have not learned how to solve difficult business problems. What we have learned is to avoid them."
One of the time honored traditions of the financial media and blogosphere is to obsess over each quarterly 13F from Warren Buffett's Berkshire Hathaway. Should we sell what Warren is selling and buy what he's buying? What sectors is he concentrating on, which positions is he adding to and where is he trimming?
Nevada could be in line for more renewable energy, thanks to Warren Buffett.Buffett leads Berkshire Hathaway, whose subsidiary MidAmerican Energy is already a huge wind power player and owner of big solar projects. Now MidAmerican is buying NV Energy, apparently opening the door to more renewable energy development for the Nevada utility.
Buffett called himself "an idiot for not buying" Amazon shares before. He joked there were "no personality changes taking place" as one of Berkshire Hathaway's investment managers purchased the stock. 041b061a72