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Why Warren Buffett Just Sold 15% of His Apple Stake and Is Putting Money Here Instead
The Motley Fool· 2025-12-21 13:31
Berkshire Hathaway is parking money in ultra-safe investments.At the end of this year, Warren Buffett is finally retiring after leading Berkshire Hathaway (BRK.A 1.34%)(BRK.B 1.26%) for more than six decades. In that time, Berkshire Hathaway has been one of the stock market's best-performing stocks, and its moves have attracted much investor interest, hoping to mimic its success in some sense.In the third quarter, Buffett and Berkshire Hathaway made some notable moves that leave the next wave of leadership ...
Stock Market Today, Dec. 19: Carnival Jumps on Record Profits and Dividend Reinstatement
The Motley Fool· 2025-12-19 22:58
Today, Dec. 19, 2025, investors are weighing record cruise profits, a revived payout, and fresh guidance for the next cycle.NYSE : CCLCarnival Corp.Today's Change( 9.81 %) $ 2.78Current Price$ 31.12Key Data PointsMarket Cap$37BDay's Range$ 27.96 - $ 31.4852wk Range$ 15.07 - $ 32.80Volume84MAvg Vol23MGross Margin29.12 %Carnival (CCL +9.81%), which operates a fleet of over 100 cruise ships across various brands, closed Friday’s session at $31.12, up 9.8% on strong earnings, dividend news, and guidance. Carniv ...
This Is The Ultimate Warren Buffett Stock: Is It A Buy Now Amid Managerial Shakeups?
Investors· 2025-12-19 18:26
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PayPal: The Bank Charter Changes Things, But I Still Remain Bullish
Seeking Alpha· 2025-12-17 19:54
文章核心观点 - 文章作者迪兰塔·德席尔瓦是一位拥有超过10年经验的资深股票分析师和投资研究员 专注于被华尔街分析师忽视的小盘股 [1] - 作者在多家知名投资平台发表见解 包括Seeking Alpha、GuruFocus、TipRanks和ValueWalk 并拥有大量读者 其观点曾被CNBC、彭博社、纳斯达克和雅虎财经等主流媒体引用 [1] - 作者本人披露其通过股票、期权或其他衍生品持有PayPal的看多头寸 但未因本文获得除Seeking Alpha平台外的任何报酬 且与文中提及的任何公司无业务关系 [2] 作者背景与资质 - 作者是特许金融分析师三级候选人 并持有英国特许证券与投资协会的资格认证 [1] - 除股票分析和写作外 作者还参与私募股权交易 包括收购和管理企业 [1]
UiPath: Finally Gaining Recognition It Deserves - Wait For A Dip-Buying Opportunity (PATH)
Seeking Alpha· 2025-12-16 14:30
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, NVDA either through stock ownership, options, or other derivatives. I wrote this article ...
Cash Holdings Hit Record Lows as Investors Go Big on Stocks. What History Says Happens Next.
Barrons· 2025-12-16 13:51
Global investors are heading into next year with the lowest levels of cash on the sidelines on record, according to Bank of America's closely-tracked survey of fund managers, and big bets in place on stocks, commodities, and President Donald Trump's†run it hot†economic strategy. ...
Southwest Airlines: Maybe When It's At The Bottom, But Not Now (NYSE:LUV)
Seeking Alpha· 2025-12-15 10:33
A few types of stocks and sectors on the market are as fraught with opposing views as airlines, in my experience. Some investors love them; others, the exact opposite. Some think they are very appealing; others wonder how anyone can invest in themAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...
Prosus Stock: Double-Digit Growth With A Bargain Valuation
Seeking Alpha· 2025-12-15 04:42
投资理念与策略 - 专注于投资价格合理且可能长期跑赢市场的成长型股票和动量型股票 [1] - 采用长期投资高质量股票的策略 并运用期权进行策略操作 [1] - 曾在2009年3月金融危机底部建议投资者买入 [1] 历史业绩参考 - 从2009年到2019年 标普500指数上涨了367% [1] - 从2009年到2019年 纳斯达克指数上涨了685% [1] 文章性质与作者说明 - 文章作者并非注册投资顾问 [3] - 文章作者与文中提及的任何公司均无业务关系 [2] - 文章作者在提及的公司中未持有任何股票、期权或类似衍生品头寸 并且在未来72小时内也无计划建立任何此类头寸 [2]
Buffett's Big Insurance Bet Rakes In $830 Million Since September - Chubb (NYSE:CB)
Benzinga· 2025-12-12 19:44
伯克希尔哈撒韦近期投资操作 - 投资巨头伯克希尔哈撒韦在第三季度增加了对保险股Chubb Ltd的持仓 规模扩大16% 增持4,299,111股 使其总持股数在9月底达到31,332,895股 [1][3] - 公司同期还新建了Alphabet Inc的仓位 并削减了五个持仓 增加了另外四个持仓的规模 [2][3] Chubb投资表现分析 - 自第三季度末以来 Chubb股价上涨9.1% 为伯克希尔哈撒韦的投资组合带来显著收益 [3] - 以美元计算 自第三季度末以来 Chubb是伯克希尔哈撒韦投资组合中收益最高的股票之一 [5] - 截至9月30日 Chubb股价为282.25美元 伯克希尔哈撒韦持仓价值为1,213,424,079.75美元 当前股价为308.77美元 持仓价值增至1,327,436,503.47美元 自9月以来该股票为投资组合带来830,948,375.40美元的收益 仅第三季度增持的部分就贡献了超过1.14亿美元的收益 [4] 伯克希尔哈撒韦整体表现 - 尽管有Chubb和Alphabet等新持仓的收益贡献 伯克希尔哈撒韦股价在2025年迄今上涨9.9% 但仍落后于同期上涨13.3%的标普500指数ETF [6] - 在巴菲特担任伯克希尔哈撒韦CEO的最后一年 公司股价有很大可能将跑输标普500指数 [2][6] - 在过去四年中 伯克希尔哈撒韦有三年跑赢标普500指数 在过去二十年中有十一年跑赢 [6] 投资组合结构变化 - 截至第三季度末 Chubb是伯克希尔哈撒韦的第八大持仓 [5] - 新建的Alphabet仓位使其成为公司前十大持仓之一 并且自9月以来该仓位价值显著上升 [5] - 伯克希尔哈撒韦于2023年开始买入Chubb股票 并在2024年经过一段保密建仓期后披露了该持仓 [4]
Buffett's Big Insurance Bet Rakes In $830 Million Since September
Benzinga· 2025-12-12 19:44
伯克希尔哈撒韦近期投资操作 - 投资巨头伯克希尔哈撒韦在第三季度增持了四只股票的头寸,并削减了五只股票的头寸 [3] - 公司第三季度新建立了对Alphabet Inc的持仓,并使其成为其前十大持仓之一 [2][5] - 公司自2023年开始买入Chubb股票,并在2024年保密期结束后披露了该头寸,以建立可观仓位 [4] 对Chubb Ltd的具体投资 - 伯克希尔哈撒韦在第三季度将其在保险公司Chubb Ltd的持股增加了16%,增持了4,299,111股,使其截至9月底的总持股数达到31,332,895股 [3] - 以9月30日收盘价282.25美元计算,伯克希尔对Chubb的持仓价值为1,213,424,079.75美元 [4] - 自9月底以来,Chubb股价上涨了9.1%,使伯克希尔的持仓价值增至约1,327,436,503.47美元,实现账面收益约8.309亿美元 [3][4] - 仅第三季度增持的部分就带来了超过1.14亿美元的收益,使Chubb成为伯克希尔投资组合中自第三季度末以来按美元计价的顶级赢家之一 [4][5] - 截至第三季度末,Chubb是伯克希尔的第八大持仓 [5] 伯克希尔哈撒韦与标普500指数表现对比 - 截至当前,伯克希尔哈撒韦股价在2025年上涨了9.9%,而标普500 ETF信托(SPY)上涨了13.3% [6] - 这意味着在2025年仅剩数周的情况下,伯克希尔哈撒韦有很大可能跑输标普500指数 [2][6] - 过去四年中,伯克希尔有三年跑赢标普500指数;过去二十年中,有十一年跑赢 [6]