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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Listen to the DovesOne of the problems the FOMC has is that some of the economic data it is monitoring is masking the manufacturing recession that may get worse if the UAW strikes. The latest Federal Open Market Committee (FOMC) minutes were released on Wednesday and revealed that “Most participants continued to see significant upside risks to inflation, which could require further tightening of monetary policy.” That was the hawkish comment. The dovish comment was “A number of participants judged th...
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Berkshire Hathaway’s EarningsWith wide-moat Berkshire Hathaway reporting second-quarter results that were in line with our expectations, we expect to leave our $555,000 ($370) per Class A (B) share fair value estimate in place. Second-quarter (first-half) reported revenue, which includes unrealized and realized gains/losses from Berkshire‘s investment portfolios, increased to $125.6 billion ($245.7 billion) from $9.3 billion ($78.1 billion) in the year-ago period(s). Excluding the impact of investment gains/losses and other adjustments, second-quarter (first-half) operating revenue increased 2...
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Key Points Buffett’s Berkshire Hathaway acquired an additional 2.1 million shares of Occidental Petroleum, boosting its ownership to over 25%.Analysts predict a 20.12% upside for OXY, with a consensus price target of $70.29.Occidental presents a compelling investment opportunity with an appealing valuation, strong management, and potential growth in the oil and gas sector.5 stocks we like better than BRK-AWarren Buffett‘s Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) disclosed in a filing late Wednesday that it purchased an additional 2,138,250 shares of Occidental Petroleum (NYSE:OXY). Buffett...
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Activists Demand Warren Buffett to Relinquish PowerNLPC presented a similar proposal at last year’s meeting, where the organization’s Chairman, Peter Flaherty, said in a speech that since Mr. Buffett is “the face of capitalism, why don’t you do something to save it?” Flaherty will again present this year’s proposal, and plans to address the company’s flawed reasoning for delaying the preordained outcome. NLPC filed a proxy memorandum with the Securities and Exchange Commission on Friday, which explains why the transition from Mr. Buffett’s concentrated leadership and power should start now ins...
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My first trip to the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual meeting in Omaha was over 20 years ago, in 2002. I was a rookie analyst at Fidelity Investments, and the firm sent a whole contingent of analysts and portfolio managers for the annual pilgrimage. It was quite an initiation into the cult of Warren Buffett. The size of the gathering was quite modest by today’s standards, a “mere” 10,000 attendees. Working for one of the largest investment firms had its perks – Morgan Stanley hosted a dinner with Warren the night before the meeting for its most important clients, and I got t...
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Owning shares of Berkshire Hathaway stock is a way for investors to gain exposure to many of Warren Buffett’s favorite stocks.A key driver of the company’s overall performance is its insurance business, which allows it to put the float it receives from policyholders to work in the market.With an ample supply of cash on hand, the company is well positioned to deploy capital if it senses a buying opportunity.5 stocks we like better than Berkshire HathawayInvestors could do worse than buying stocks owned by Warren Buffett. Some of the most famous Warren Buffett stocks include Apple Inc. (NASDAQ:A...
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Nu Holdings may be seen as an unusual holding in Buffett’s portfolio, but there’s a good reason for it.The company has a huge addressable market in South America, adding millions of new users to its digital platforms every month.Wall Street also believes its share could double in value in the future.5 stocks we like better than NUAs a pioneer of the value investing methodology, Warren Buffett is most famous for investing in blue chip brands found in millions of homes and businesses throughout the United States. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financial Advisor...
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Warren Buffett has placed his next big bet.This investment is among the biggest bets he’s ever made.Will 2023 be the year it pays off?Why Warren Buffett Just Invested $29 Billion In This “Dying Industry”Warren Buffett has placed his next big bet. His firm, Berkshire Hathaway Inc (NYSE:BRK.A) (NYSE:BRK.B), has increased its stake in this firm to 21%. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you're ready to be matched with local advisors that ...
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Warren Buffett’s Berkshire Hathaway firm was busy last quarter, adding to energy and initiating a big position in Taiwan Semiconductor. Unlike most funds, Berkshire Hathaway (NYSE:BRK.A, NYSE:BRK.B) is a public company, which means we get a good idea of what Warren Buffett and Charlie Munger are buying and selling when the company reports earnings. Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you're ready to be matched with local advisors that c...
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Ronald Muhlenkamp is the founder and president of Muhlenkamp & Company, which was established in 1997 to manage private accounts for individuals and institutions. Muhlenkamp & Company has been among the top-performing hedge funds on the basis of their annualized three-year return. Muhlenkamp developed his own method of evaluating equity and fixed-income securities. He holds a BS in engineering from MIT (1966), an MBA from Harvard Business School (1968), and a Chartered Financial Analyst (CFA) designation. Here are Ronald Muhlenkamp’s top 10 holdings. Q2 2022 hedge fund letters, conferences and...
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