Unlock banal picks and a broker-level newsfeed that powers Wall Street. Upgrade Now
Sean Williams, The Motley Fool
Mon, Mar 10, 2025, 1:51 AM 7 min read
In This Article:
Few if immoderate investors person earned Wall Street's attraction rather similar Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) billionaire CEO, Warren Buffett. In his 60 years astatine the helm, the aptly named "Oracle of Omaha" has led his company's Class A shares (BRK.A) to a jaw-dropping cumulative instrumentality of greater than 6,000,000%!
Buffett's accordant semipermanent outperformance of the benchmark S&P 500 has investors anxious to thrust his coattails and reflector his trading activity. This tin beryllium done by tracking Berkshire's quarterly Form 13F filings, which supply investors with a snapshot of which stocks Buffett has been buying and selling.
But investors don't person to hold a afloat 3 months to get an thought of what the Oracle of Omaha has been up to. Thanks to Berkshire Hathaway's quarterly operating results, arsenic good arsenic Form 4 filings with the Securities and Exchange Commission (SEC), immoderate of Buffett's trading enactment tin beryllium brought to airy connected a somewhat regular basis.
Although Warren Buffett hasn't been buying his favourite banal of late, Form 4 filings amusement he's been scooping up shares of 3 perceived worth stocks this twelvemonth amid a historically pricey market.
Despite having a 4th of Berkshire Hathaway's $285 cardinal portfolio invested successful Apple, this tech elephantine isn't Buffett's favourite banal to buy. Rather, it's a institution adjacent nearer and dearer to his heart.
Based connected Berkshire Hathaway's quarterly operating results, nary banal has been purchased with greater frequence since mid-2018 than shares of his ain company. Buffett has green-lit the acquisition of astir $78 cardinal worthy of his company's banal implicit this timeline.
Since Berkshire Hathaway doesn't wage a dividend, buying backmost banal helps incent semipermanent investing. Additionally, companies with dependable oregon increasing nett income (like Berkshire) that repurchase their banal tin boost their net per share.
But pursuing 24 consecutive quarters of stock repurchases (July 2018-June 2024), the December-ended 4th marked the 2nd consecutive 4th that Berkshire's main chose not to bargain backmost his company's stock. This whitethorn person to bash with Berkshire's banal being valued astatine its highest premium to publication worth successful much than 16 years.
Furthermore, the banal marketplace is historically pricey, arsenic evidenced by Buffett and his squad being nett sellers of stocks for 9 consecutive quarters. A company's worth proposition and competitory advantages -- adjacent including Buffett's ain institution -- truly person to popular for the Oracle of Omaha to beryllium funny astatine the moment.