Berkshire Hathaway added about a billion dollar position in Capital One, which is 0.3% of Berkshire's portfolio. Bank of New York Mellon was previously a $1.1 billion position at the end of 2022; now it's only about $290 million. The first thing that stood out to me, though, is what was conspicuous by what didn't happen in the quarter.
Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling.
(00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in
(19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more.
Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS
Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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