$Berkshire Hathaway B(BRK.B.US) not giving me any opportunities 😂
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$BRK.B Berkshire earnings miss estimates:
1. Operating profit dipped slightly; insurance segment dragged performance, but non-insurance business grew steadily.
2. Buybacks accelerated significantly; cash reserves remain robust 🤔
If I get a chance next week, I'll bottom-fish some more 😂
Not investment advice!
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$Berkshire Hathaway B(BRK.B.US) keeps hitting new highs! 👍
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Featured🐱 If November 2026 Crashes, These Are the 10 Stocks I Want to Buy During the Panic!
November shopping list: Instead of running away from a falling market, I want to prepare my cash and look for opportunities to buy quality businesses at discounted prices.If November brings another ma...
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so…what are folks thinking about $googl
i thought the stock would get on earnings because of dilution like $meta but instead it got hit because of search is dying fears that lasted from 2023-2025are those fears really enough to keep it below $300? you’d imagine berkshire steps in after putting in $10B at $350…is anyone buying yet or would rather wait and see?Source: amit
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What's Next After Fed Held Steady on Rates?
🌟🌟🌟The US Federal Reserve held interest rates steady at 3.75% to 4.00% in a 10 to 2 vote which analysts said is a hawkish hold. Data from CME's FedWatch and market consensus indicate an 85% probability of at least one more rate hike before year end.
This is due to persistent inflation which is aggravated by energy and diesel pressures, combined with 3rd quarter GDP tracking above 3%, keeping a December tightening cycle very much alive.
I am choosing to park some of my cash into $iShares 0-3 Month Treasury Bond ETF(SGOV.US) while waiting for great bargain hunting opportunities along the way .
Fed Chair Kevin Warsh is playing hard to get with rate cuts, so I prefer to be cautious.
The current dividend yield of $iShares 0-3 Month Treasury Bond ETF(SGOV.US)is 3.64%, paid monthly.
The Oracle of Omaha, Warren Buffett also did the same thing by parking his cash into short term US Treasury Bills to take full advantage of the Fed's high interest rates.
Why Did He Do It?
He cited market overvaluation as he historically hoards cash when he cannot find good businesses trading at fair prices. Rather than forcing a bad investment, he chose to wait on the sidelines.
Warren Buffett also said that "Cash is like Oxygen". If the stock market experiences a sudden correction, $Berkshire Hathaway B(BRK.B.US)can instantly deploy those hundreds of millions to buy distressed assets on the cheap.
His successor Greg Abel inherited this colossal safety net and has only recently started chipping away at it to make opportunistic acquisitions.
Dear Fellow Investors, what do you think of Warren Buffett's strategy?
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Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
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the $meta selloff due to equity dilution is really annoying
but at the same time...can we really blame them?meta and google both did equity raises this year for about $100B each. they are the greatest businesses in the world.google is flat ytd and meta is now red after peaking at $780.they have both been opportunity costs, but not because they are small spec plays that you took a chance on...these are some of the greatest businesses in the world.the problem is, they need capital. they dont have fcf anymore. they levered up their balance sheets. the only thing left is equity to offer. if we want them to be the giant compounders that the global economy depends on, they need capital for their AI buildout and that capital will come from dilution which unfortunately keeps their stocks stuck.ever since google did their raise, they have gone nowhere but flat to down, even berkshire is bagholding 10b of $googl they bought at 350. the $meta $25b offering today at $625 was 5x oversubscribed, just like google's was, which means smart money obviously knows these are amazing discounts/valuations to pay...but the street isnt going to easily let these names run with the threat of more shares entering into the market. the fact that $nvda and $amd had to invest in $meta today also shows how much the chipmakers realize that these companies need cash and they will have to participate in financing these companies to make sure their chip sales are disrupted.this all doesn't work if the capex isn't going to lead to an roi. if it will, then i expect them to continue diluting and that means we might have to deal with the hyperscalers potentially being stuck if the street can't get over their constant dillution.now, $amzn and $msft haven't tapped equity markets yet...which means if they do, we know the playbook for how the street may react. if they don't, then they might have a better chance of avoiding that stagnation, but ultimately if you believe in the AI buildout, these companies need money and that money will have to come from shareholders.we just get the opportunity, even if prolonged, to buy them at what are historically the lowest multiples they've ever had relative to their growth with the eventual ROI from all this capex coming over the next few years.Source: amit
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FeaturedHot CPI Puts a Fed Rate Hike Back in Play This Month ! What's your take?
CICC expects a December move. Rate cuts look remote for the next year.Headline CPI rose 0.6% in September and 3.7% from a year earlierGasoline accounted for more than half of the monthly gainFed offic...
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CPI Ran Hot. Will The Fed Hike 50bp? - V
Got slammed by the CPI data.
It's unreadable now.
$Coca Cola(KO.US) $Berkshire Hathaway B(BRK.B.US) $Apple(AAPL.US) remain as resilient as ever.
Still waiting.
Hoping for an entry opportunity 😂
Not investment advice!
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$American Express(AXP.US)
Context: One of the secrets of Berkshire Hathaway and its success in the stock market has been its focus on value. On top of that, Berkshire's management team has sought companies that have significant advantages over their competitors -- an economic moat -- operating in a mature industry with reliable cash flow. One of the stocks they hold is American Express. Its market position is geared toward more affluent customers with its gold and platinum card programs, both of which charge hefty annual fees. American Express increased its annual fee for its Platinum card to a whopping $895 earlier this year and offers perks valued at $3,500 to cardholders. Their platinum portfolio is now the fastest growing in the U.S. Consumer business; and they continue to attract a large number of new customers, particularly millennials and Gen Zs who represent greater lifetime value. Revenue in the second quarter was $19.6 billion, up 10% from a year ago, and net income of $3.11 billion was up 8%.
My Trade: Initially bought American Express for some trades but recent momentum has halted its growth. I am therefore now holding and waiting for it to either drop more before scooping up some or for it to bounce back to $350 to sell.
Takeaway: American Express is one of Berkshire's largest holdings, with 151.6 million shares, representing 13% of the company's portfolio. However, American Express stock is down 18% so far this year and currently sits 21% off its all-time high. @Captain's Treasure
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