Berkshire Hathaway (BRK.A) (BRK.B) announced on May 31 that it will acquire Taylor Morrison Home Corporation (TMHC) in an all-cash deal valued at approximately $6.8 billion. This is Greg Abel’s first major acquisition since he replaced Warren Buffett as CEO in early 2026. The transaction comes at an important time for the US real estate…
When Warren Buffett Build a position in a company, Wall Street pays attention. His company, Berkshire Hathaway, doesn’t typically build up an 8.3% stake in a company unless it believes deeply in what that company does and where it’s going. That’s what made Berkshire’s investment in Swimming pool corporation so notable and the output equally…
Now that Warren Buffett’s reign in Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) has ended after more than six decades, attention has focused on its new CEO, Greg Abel, and how his strategies may differ from Buffett’s. Since Buffett’s departure, Berkshire has made notable moves, including exiting 16 positions in the first quarter, with giants like Visa…
For decades, Berkshire HathawayQuarterly stock reports have been treated as a roadmap to Warren Buffett’s thinking. However, the last one seems very special. Berkshire Hathaway (BRK.A) (BRK.B) revealed a broad overhaul of its portfolio in its latest 13F filing, adding a large new stake in Delta Air Lines (DAL), increasing its stake in Alphabet (GOOGL)…
Warren Buffett has always favored companies with long-term competitive advantages, reliable cash flows, and shareholder-friendly business models. These two Buffett stocks may not pay very high dividend yields. But their combination of earnings growth, massive cash generation, and steady returns on capital makes them capable of paying sustainable passive income to investors. Let’s take a…
While Warren Buffett has supported a style of value investing for decades, the other thing he frequently advocates is simplicity. He is not a frequent trader nor does he chase the next big thing, and he does not make exotic bets. You simply invest in long-lasting, long-lasting businesses and let them do their thing. This…
Greg Abel has replaced Warren Buffett as head of Berkshire Hathaway. The company’s annual meeting last week was the first he led. Abel previously ran Mid American Energy, a Des Moines-based utility, and then all of Berkshire Hathaway’s utility operations. When Buffett spoke about financial topics, investors listened attentively. It remains to be seen whether…
Most people think that a mortgage is a burden. A monthly obligation. A debt that must be paid off as soon as possible. Warren Buffett sees it differently. And their reasoning is worth understanding in any tariff environment. The president of Berkshire Hathaway has been making the same argument for decades. He believes that the…
Warren Buffett has made another notable move to his portfolio, cutting Berkshire Hathaway’s stake in Amazon by more than 77% while also opening a new position in The New York Times. The shift shows Buffett continuing to move away from some big tech holdings and toward what appears to be a more selective mix of…
Lululemon Athletica (NASDAQ: LULU) It has lost about half its valuation in the last five years. Investors have dumped the stock en masse due to multiple reasons and it is now trading at levels it hasn’t reached since 2020. The business has faced challenges, but the brand is arguably still strong, especially among teens and…
