Greggory Warren, CFA

Major purchases during the June quarter included another 24.5 million shares of Alphabet Class A.

Strong operating earnings and solid insurance results could lead us to slightly raise our fair value estimate for Berkshire Hathaway stock.

We think Berkshire Hathaway stock is moderately undervalued.

We think Berkshire Hathaway stock is moderately undervalued.

We think Berkshire Hathaway stock is moderately undervalued.

We think Berkshire Hathaway stock is moderately undervalued.

We think Janus Henderson Investors stock is fairly valued.

And whether Berkshire stock is still a buy without Buffett in charge.

We think Berkshire Hathaway stock is fairly valued.

We think Berkshire Hathaway stock is fairly valued.

We think Janus Henderson stock is fairly valued.

Berkshire’s reported cost basis for its stake in Kraft Heinz at the end of the third quarter of 2025 was above the stock’s trading value.

We expect to increase our fair value estimate of BlackRock stock.

We think Berkshire Hathaway stock is fairly valued.

Combs’ departure was unexpected but not surprising.

Berkshire reports net sales of roughly USD 7.9 billion for the third quarter.

We think Berkshire Hathaway stock is moderately undervalued.

We plan to raise our fair value estimate of BlackRock stock.

Berkshire may be taking advantage of Occidental’s need to reduce its sizable debt load.

With a large collection of diversified firms and a healthy cash flow, here’s what we think of Berkshire Hathaway’s stock.

Berkshire has been quietly buying D.R. Horton, Lennar, and Nucor.

We think Berkshire stock is slightly undervalued.

Constellation Brands Stake Raised to 6.6%, Bank of America stake cut further, Citibank exit complete.

Looking at a solid core performance, insurance headwinds, and Buffett’s retirement, here’s what we think of Berkshire stock.

Warren Buffett names Greg Abel as successor in a surprise move, sparking fresh scrutiny of Berkshire’s leadership, cash buildup, and share valuation.

Maintaining our fair value estimate on Berkshire stock.

The firm is unlikely to replicate the historical advantages of CEO Warren Buffett overseeing investments once he departs

With the firm’s cash balance reaching a record high, here’s what we think of Berkshire stock

Strong insurance results continue to lift revenue and profitability at wide-moat Berkshire Hathaway

Insights and analysis from the Omaha meeting where Warren Buffett discussed succession planning, latest investments and stock sales