Investors refer to Warren Buffett as the “Oracle of Omaha” for a reason. Like the oracles of Ancient Greece, he shares wisdom that can be as eyebrow-raising as it is informative. In one example, dating back to Berkshire Hathaway’s (BRK.B) 1979 shareholder letter, he compared building trust with shareholders to a restaurant setting its menu. “A restaurant could seek a given clientele – patrons of fast foods, elegant dining… – and eventually obtain an appropriate group of devotees. If the job were expertly ...

This company holds a valuable monopoly that's easy to understand.Warren Buffett is well known for eschewing advanced technology stocks. That's often led him and Berkshire Hathaway (BRK.A -0.13%) (BRK.B 0.14%) investors to miss out on some of the most lucrative investment opportunities in the market.One of the biggest winners of the last few years has been Nvidia (NVDA -2.79%). Its GPUs are essential infrastructure for artificial intelligence (AI) training and inference. As a result, it's seen demand soar ov ...

It can't hurt to see where the smart money is going.It's not cool to peek over the shoulder of the smartest kid in your class to see what answer she gave for question No. 7 on a test. In the same spirit, you might peek to see what some of the richest investors have been buying -- and that's far less problematic. It's natural, in fact, to wonder where the supposed smart money is going.Here, then, are some relatively recent purchases made by some billionaires. I found them by checking their most recent 13F fi ...

Warren Buffett, known commonly as the “Oracle of Omaha,” constantly drops advice on everything from accounting to entrepreneurship and investing. He also loves to drop the ages of the managers he works with. Perhaps that’s because by 2025, Buffett himself is 95 years old and preparing to finally hand over the reins at Berkshire Hathaway (BRK.B) to incoming CEO Greg Abel. Perhaps it’s because late business partner Charlie Munger lived until 99 – and spent his final years still leading the company he helped ...

Each year millions of Americans decry tax time. But not Warren Buffett. In fact, the Oracle of Omaha penned “Thank you, Uncle Sam” in his 2024 shareholder letter, and said he hoped Berkshire Hathaway (BRK.B) would pay even more in federal taxes in future years. This writing came after Berkshire paid $26.8 billion in taxes in 2024, which it broke into four payments over the course of the year. Buffett boasted that his holding company “paid far more in corporate income tax than the U.S. government had ever ...

Key Takeaways Berkshire raised its Mitsui stake to more than 10%, marking further expansion in Japan.Its total Japan stake cost $13.8B and was valued at $23.5B at 2024 end, showing strong growth.Berkshire expects $812M in 2025 dividends versus $135M in interest costs from yen-denominated bonds.Berkshire Hathaway (BRK.B) increased its stake in the Japanese company Mitsui Corp. to more than 10%. This recent move marks Berkshire's continued expansion in Japan. Mitsui stated that Berkshire has currently become ...

Warren Buffett has never been one to mince his words. And perhaps that’s why folks from Wall Street and Main Street have followed the “Oracle of Omaha” and his business decisions for decades. When Buffett’s holding company makes an equity investment, people pay close attention, and many retail investors choose to make those same buys. Buffett’s purchase of UnitedHealth Group (UNH) in the second quarter of 2025, when his Berkshire Hathaway (BRK.B) purchased 5,039,564 shares of UNH stock, was particularly ...

巴菲特投资组合调整 - 伯克希尔清仓比亚迪股份 结束17年持股期[2][3] - 伯克希尔对三井物产持股比例超10% 同日三菱商事持股比例亦超10%[2][7] - 投资重心从中国转向日本 减持中台企业同时增持日本商社股[4][5][6] 比亚迪投资背景与抛售原因 - 2008年以4港元入股比亚迪 2024年清仓时股价达109港元区间 累计涨幅超26倍[3] - 中国汽车行业竞争加剧 6家大型车企中5家2025年上半年利润减少或亏损[3] - 比亚迪2025年上半年利润增长率低于上年同期 估值偏高触发获利抛售[3] 地缘政治风险因素 - 伯克希尔2022年8月起逐步减持比亚迪 2024年6月持股降至5%以下[4] - 2023年5月股东大会明确避免投资中台企业 出于"有事"担忧[4] - 同期减持台积电 2022年四季度抛售近90%持股 初始投资额41亿美元[5] 日本商社投资布局 - 伯克希尔通过全资子公司国民保险公司持有五大综合商社股份[7] - 三井物产股价因增持消息单日上涨2% 达3805日元创2024年7月以来新高[7] - 日本商社股被视作长期持有标的 投资周期可能达20年[6] 市场反应与企业回应 - 道琼斯指数9月22日上涨66点至46381点 科技股先跌后反弹[2] - 三井物产称增持体现"期待与信任" 将强化业务投资组合[7] - 投资转向引发市场关注日本商社业绩可持续性[6]

中国货币政策与LPR动态 - 1年期LPR为3.00% 5年期以上LPR为3.50% 连续4个月保持稳定 [2] - 美联储降息25个基点至4.00%-4.25% 为今年首次降息 中国央行坚持"以我为主"的货币政策 [2] - 8月出口增速走弱 内需修复放缓 四季度可能进行小幅降息并加大流动性供给 [3] 上海豪宅市场表现 - 黄浦区嘉里金陵华庭项目单日销售额98.43亿元 865.49平方米复式房源单价32.68万元/平方米 总价2.83亿元 [4] - 上半年上海总价3000万元以上新房成交1096套 连续两年超千套 2024年达1542套 [4] - 豪宅市场呈现独立行情 受高净值人群资产配置需求驱动 与普通住宅市场形成分化 [5] 美国H-1B签证政策变动 - 特朗普签署公告将H-1B签证费用提高至10万美元 要求企业证明申请人具备不可替代的高技能 [6] - 微软、亚马逊、谷歌等企业紧急要求持证员工返美 人力资源部门通宵协助行程调整 [6] - 政策可能加剧美企人才短缺危机 并对美印关系产生潜在压力 [7] OpenAI硬件合作与战略 - OpenAI与立讯精密签署协议开发消费级AI硬件设备 处于原型阶段 具备口袋尺寸与上下文感知系统 [8] - 歌尔股份可能提供扬声器模块 设备深度整合ChatGPT大语言模型 [8] - OpenAI尝试通过硬件产品扩大营收 创始人曾投资AI pin但体验不佳 [9] 英伟达中东技术布局 - 英伟达与阿布扎比技术创新研究所合作设立中东首个AI技术中心 开发下一代AI模型与机器人平台 [10] - 将使用专用"Thor"芯片推进人形机器人、四足机器人和机械臂研发 [10] - 阿联酋投入数十亿美元发展AI 借助K2-Think模型成为全球竞争者 [11] 安踏品牌争议事件 - 始祖鸟在喜马拉雅山脉燃放烟花引发环境争议 安踏体育股价单日下跌2.22%至94.65港元 [12] - 品牌方承诺邀请第三方环保机构评估生态影响 并依据结果采取补救行动 [13] - 活动使用可降解材料并清理场地 但高原生态脆弱性引发广泛关注 [13] 巴菲特清仓比亚迪 - 伯克希尔·哈撒韦完全退出比亚迪投资 持股期间股价上涨约3890% [14] - 2008年以每股8港元认购2.25亿股 占比亚迪10%股份 2022年起连续减持 [14] - 清仓反映新能源车行业竞争加剧 且该领域超出巴菲特能力圈范围 [15] A股市场行情表现 - 沪指涨0.22%至3828.58点 深成指涨0.67%至13157.97点 创业板指涨0.55%至3107.89点 [16] - 两市成交额2.12万亿元 较前日缩量2023亿元 超3100只个股下跌 [16] - 芯片概念股与消费电子板块领涨 影视、旅游、白酒板块跌幅居前 [16]

Shares of China’s BYD (1211.HK) slipped on Monday on news Berkshire Hathaway fully exited its stake in the EV-maker. Berkshire had been selling off pieces of its stake in BYD starting in 2022, but now it appears the Warren Buffett conglomerate has completed its divestment. As first reported by CNBC, a Q1 financial filing by Berkshire Hathaway Energy, the subsidiary that held the shares, listed the value of the investment as zero at the end of the quarter. Hong Kong-listed shares of BYD fell over 3% in M ...