(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.) Lingering mysteries from Berkshire’s portfolio update The large reduction in the number of stocks in Berkshire Hathaway’s equity portfolio that was revealed in last Friday’s first quarter 13F…
Warren Buffett and Greg Abel walkthrough the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. David A. Grogen | CNBC Berkshire Hathaway‘s revamp of its portfolio sent certain stocks higher Monday, as investors parsed the company’s latest bets and exits disclosed in the conglomerate’s quarterly filings. The Omaha-based conglomerate disclosed its…
(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.) ABEL OVERHAULS PORTFOLIO Notable positions cut, Alphabet more than tripled, Delta is back Berkshire Hathaway’s equity portfolio got one of its biggest renovations ever…
Warren Buffett and Greg Abel during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 4, 2024. CNBC Berkshire Hathaway added a sizeable stake in Delta Air Lines, marking the conglomerate’s return to the airline industry after exiting the sector entirely during the Covid-19 pandemic in 2020. The Omaha-based company built a position…
(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.) It wasn’t his show but there was still plenty of Buffett New CEO Greg Abel did most of the talking at his first…
Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 2, 2026. CNBC OMAHA, Nebraska — In his debut running Berkshire Hathaway‘s annual meeting, Greg Abel delivered what many shareholders came to see: a steady hand, a firm grasp of the sprawling conglomerate and just enough of…
CNBC’s Jim Cramer said the market just powered through the toughest week of earnings “with flying colors,” but warned that next week could be even more treacherous. “All the big techs did well … Everything connected with the data center went bonkers,” the “Mad Money” host said. However, he cautioned against complacency. “That doesn’t mean…
Greg Abel, CEO of Berkshire Hathaway, meets with shareholders at the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 1, 2026. David A. Grogan | CNBC OMAHA, Nebraska — At the shareholder shopping day that kicks off Berkshire Hathaway‘s annual meeting, the mood in the air was cautiously optimistic as new and returning…
Squishmallow display the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 1, 2026. Sarah Min | CNBC OMAHA, Nebraska — At the cavernous exhibit hall inside CHI Health Center Omaha, the annual “Berkshire Bazaar of Bargains” is still stocked with fan-favorite deals, just with a bit more breathing room this year. The 20,000-square-foot…
For decades, Berkshire Hathaway‘s annual meeting has doubled as a kind of financial Woodstock, drawing tens of thousands to hear Warren Buffett dispense homespun wisdom, crack jokes and field hours of questions. This year will be different. For the first time, the 95-year-old Buffett won’t be the central figure on stage, marking a new era…
