Buffett Watch: American Express challenges Apple for No. 1 slot in Berkshire’s portfolio

Buffett Watch: American Express challenges Apple for No. 1 slot in Berkshire’s portfolio

As Warren Buffett was appearing live on CNBC’s “Squawk Box” on Monday, February 24, 2020, futures were pointing to a drop of 3% for the stock market when it opened due to fears of a coronavirus pandemic. Buffett, however, wasn’t worried. He was, in fact, happy that stock prices would be going down. BECKY QUICK: … Read more

Berkshire Hathaway shares dip as Warren Buffett exits and Greg Abel era begins

Berkshire Hathaway shares dip as Warren Buffett exits and Greg Abel era begins

Warren Buffett and Greg Abel at the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska, May 3, 2025. David A. Grogen | CNBC Berkshire Hathaway shares slipped Friday as investors digested the formal end of Warren Buffett’s six-decade tenure as chief executive and the start of a new era under successor Greg Abel. Class A … Read more

The Club’s top 10 things to watch in the stock market Friday

The Club’s top 10 things to watch in the stock market Friday

My top 10 things to watch Friday, Jan. 2 1. S & P 500 futures are up early this morning as the market readies to kick off its first trading session of 2026. The broad market index gained more than 16% in 2025, its third consecutive annual gain. The Dow and tech-heavy Nasdaq are on track … Read more

Buffett says Berkshire has the best odds of any company for lasting a century as he hands over reins

Buffett says Berkshire has the best odds of any company for lasting a century as he hands over reins

Warren Buffett said Berkshire Hathaway is better positioned than any company to endure for the next century as he handed over the CEO reins to his successor Greg Abel, whom he strongly endorsed. “It has a better chance I think of being here 100 years from now than any company I can think of,” Buffett … Read more

Why buying Berkshire was Warren Buffett’s biggest mistake

Buffett Watch: American Express challenges Apple for No. 1 slot in Berkshire’s portfolio

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Warren Buffett is going into his last week as CEO of Berkshire Hathaway, the vehicle he has used to generate incredible wealth for … Read more

End of ‘The Berkshire Way’? Combs’ departure isn’t only big change as Buffett transition nears

Buffett Watch: American Express challenges Apple for No. 1 slot in Berkshire’s portfolio

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Todd Combs’ surprise departure from Berkshire Hathaway got most of the attention when it was announced this week. There were also, however, several additional personnel … Read more

Berkshire Hathaway’s Todd Combs, investment lieutenant to Buffett and Geico CEO, is leaving for JPMorgan

Berkshire Hathaway’s Todd Combs, investment lieutenant to Buffett and Geico CEO, is leaving for JPMorgan

Todd Combs, portfolio manager and investment officer of Berkshire Hathaway Inc., arrives for the morning session of the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, U.S., on Friday, July 12, 2019. Patrick T. Fallon / Bloomberg / Getty Images Warren Buffett’s Berkshire Hathaway announced a number of structural changes before the … Read more

Warren Buffett’s Berkshire Hathaway nailed the timing on Alphabet — whether by design or not

Warren Buffett’s Berkshire Hathaway nailed the timing on Alphabet — whether by design or not

Berkshire Hathaway ‘s stake in Alphabet is turning out to be strikingly well-timed, with the stock surging 13% since Google unveiled its new Gemini 3 AI model in mid-November. The conglomerate recently disclosed a $4.3 billion position in Alphabet in its latest 13F filing, making the Google parent Berkshire’s 10th-largest stock holding as of the … Read more

‘Untold story’ of Charlie Munger’s last years

‘Untold story’ of Charlie Munger’s last years

Charlie Munger at Berkshire Hathaway’s annual meeting in Los Angeles California. May 1, 2021. Gerard Miller (This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) ‘He never stopped learning’ In an “exclusive” … Read more

Eli Lilly hits $1 trillion market value, a first for a health-care company

Eli Lilly hits  trillion market value, a first for a health-care company

A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March 17, 2024. Scott Olson | Getty Images Eli Lilly reached a $1 trillion market capitalization on Friday, the first health-care company in the world to join the exclusive club dominated by tech firms.  Eli Lilly briefly hit … Read more