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
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
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
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
Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC The biggest investors in the world often have a greater focus on the private than public markets, … Read more
As Warren Buffett gets closer to stepping down as CEO at the end of next month, he told shareholders he will be “going quiet,” but only “sort of.” More on his Thanksgiving letter, which looks like it could become a substantial annual tradition, below. First: A surprising stake There was a notable surprise in Berkshire … Read more
Warren Buffett speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC Warren Buffett’s Berkshire Hathaway revealed a new position in Alphabet, making the Google parent the conglomerate’s 10th largest equity holding at the end of September, according to a regulatory filing. Berkshire disclosed a $4.3 billion stake in … Read more