Super Investor Warren Buffett Just Bought These Stocks
Feb 21, 2024
auto_awesome
Investigate Warren Buffett's recent stock portfolio adjustments, including investments in Japanese companies and reductions in US media companies. Delve into Lawrence Cunningham's insights on Buffett and Berkshire Hathaway's sales. Explore multi-billion dollar investments and strategic moves affecting Berkshire Hathaway's portfolio.
Warren Buffett's substantial investment in Apple has been lucrative, constituting 47.08% of Berkshire Hathaway's portfolio.
Buffett's interest in Japanese markets reflects a strategic shift towards undervalued opportunities, highlighting his long-term vision.
Deep dives
Warren Buffett's Investment in Apple
Warren Buffett's substantial investment in Apple, which began in 2016 or 2017, has proven to be a lucrative move. Despite speculations of Buffett selling Apple, the actual sale was a minimal 1.09% of the shares. Apple constitutes around 47.08% of Berkshire Hathaway's stock portfolio, amounting to over $174 billion, showcasing its significance.
Buffett's Investments in Japanese Companies
Buffett's interest in Japanese markets is evident through significant investments in companies like Mitsubishi Corp, Mitsui, and Tuchu Corp. These Japanese investments have been performing well, reflecting Buffett's long-term vision and strategy. His focus on Japan, a market he has been observing for years, indicates a strategic shift towards undervalued opportunities.
Stock Sales and Insights on Berkshire's Portfolio
Berkshire Hathaway's portfolio adjustments include selling off holdings in companies like DR Horton and Mark Hill Group. The complete sale of certain stocks like Globe Life Inc signifies a strategic overhaul. While some sales may reflect challenges, like in the insurance sector, Buffett's moves indicate a continuous effort to optimize the portfolio for long-term success.
This episode investigates which stocks super-investor Warren Buffett has been buying and selling for the Berkshire Hathaway stock portfolio during Q4 2023.
Related Playlist:
Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL
Recommended investing book:
The Essays of Warren Buffett: by Lawrence A. Cunningham (referral link) https://amzn.to/3OQ0qZd
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Get the Snipd podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered podcast player
Listen to all your favourite podcasts with AI-powered features
Discover highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share & Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered podcast player
Listen to all your favourite podcasts with AI-powered features
Discover highlights
Listen to the best highlights from the podcasts you love and dive into the full episode