BRK news sentiment

Gamco Investors trims Berkshire Hathaway B stake by 1,208

Could Trump’s Capital Gains Plan Hand Warren Buffett a $0 Tax Bill? No — But the Savings Would Be Massive

Quick Read Trump's inflation-indexing plan would raise Buffett's Coca-Cola cost basis from $3.25 to ~$9, barely denting a stock now trading at $86. Inflation indexing would cut Treasury revenue by $200 billion, and executive action could add up to $950 billion to national debt by 2035. Investors whose holdings merely tracked inflation benefit most from indexing, while genuine long-term compounders still owe tax on decades of real outperformance. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Berkshire Hathaway didn't make the cut. Grab the names FREE today

Berkshire Hathaway (BRK.B) On Weaker Insurance Results And Why Value Still Looks In Focus

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Berkshire Hathaway (BRK.B) is back in focus after its after tax insurance underwriting results fell 13% to US$1.7b in the second quarter, raising fresh questions about the strength of its insurance operations. See our latest analysis for Berkshire Hathaway. The share price of Berkshire Hathaway has softened in the very short term, with a 1-day share price return that fell 2.46%. However, the 90-day share price return of 6.36% and 1-year total shareholder return of 9.78% suggest mo

Why Michael Burry says Berkshire is no longer attractive under Abel

Investing.com -- Michael Burry declared Berkshire Hathaway an unattractive investment on Aug. 10, warning that new CEO Greg Abel lacks the patience that made Warren Buffett's capital discipline legendary. Berkshire (NYSE: BRK.A, BRK.B) is directly at the center of Burry's critique, making it the primary risk-bearer for any investor who shares his concern that a shift in capital-allocation philosophy could erode the conglomerate's long-standing edge. "My biggest fear for Berkshire Hathaway was that when Warren finally stepped down, the successor would be too old and otherwise not Warren, so wou

American Express (AXP) Stock Still Looks Cheap After A 120% Five Year Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. American Express has delivered a 120.0% share price return over the past five years, while the latest intrinsic value estimate using the Excess Returns model still points to the stock trading below that intrinsic value. At the same time, traditional earnings multiples look roughly in line with the market. Over five years, American Express shares are up 120.0%, which puts recent short term weakness this year into the context of a strong longer term run. Recent attention on American Expres

Michael Burry Warns Berkshire CEO Greg Abel Lacks Warren Buffett’s ‘Patience for the Fat Pitch:' ‘My Biggest Fear…Has Come True’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Michael Burry has sharply criticized Berkshire Hathaway Inc.'s new CEO, Greg Abel, claiming he lacks predecessor Warren Buffett's renowned discipline and "patience for the fat pitch." The rebuke follows Berkshire's recent multi-billion-dollar spending spree, leading Burry to declare the conglomerate is no longer an appealing investment. The 'Cassandra' Critique Taking to X on Aug. 10, Burry directly responded to news of Berkshire's aggressive capital deployment. "My biggest fear

Warren Buffett Passed on This Stock. Greg Abel May Not Wait Any Longer.

If I had to pick one stock worthy of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) that former CEO Warren Buffett walked away from but current leader Greg Abel might eventually revisit, it would be Costco Wholesale (NASDAQ: COST). It checks almost every box in the Berkshire playbook: a durable moat, recurring revenue, disciplined management, and the ability to compound value quietly over very long stretches.Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time

Berkshire's $360 Billion Cash Pile Fell $9 Billion Under CEO Greg Abel, Who Net-Purchased $12 Billion in Stock This Year.

When Warren Buffett retired as CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) at the end of 2025, he handed incoming CEO Greg Abel a massive war chest of about $369 billion. That cash hoard has come down, but not much, still sitting at about $360 billion in cash and short-term Treasuries at the end of the second quarter. Berkshire also held about $323 billion in equity securities in Q2 and was a net buyer of roughly $12 billion in stocks during the first half of 2026. Additionally, the company has made three deals, including the $9.7 billion OxyChem acquisition, the $8.5 billion Taylor Mo

Prediction: Greg Abel Will Buy a Stock That Warren Buffett Spent Decades Passing on for This Simple Reason

If I had to bet on one Buffett‑worthy stock that Warren Buffett himself never pulled the trigger on but Greg Abel could eventually bless, my money would be on Microsoft (NASDAQ: MSFT). Buffett has said for years that he admires the business but stayed away for reasons that had little to do with fundamentals. That's exactly what makes it such an interesting candidate in the Abel era. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is fla

Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?

During his last few years at the helm of conglomerate Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB), Warren Buffett took a very conservative view of stocks. While he maintained that equities were still the best way to invest for the long term, he sold a lot more stocks than he bought, significantly cutting stakes in the company's top holdings, including Apple and Bank of America. Between late 2022 and the end of the first quarter of this year, Berkshire was a net seller of stocks for 14 straight quarters. At the same time, Berkshire also stopped buying back its own stock, doing no share repurch

Michael Burry Says 'Berkshire Hathaway Is No Longer Attractive'

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) is facing fresh scrutiny from investor Michael Burry (Trades, Portfolio), who said the company no longer looks attractive after Greg Abel began putting more of its large cash reserves to work, according to an Aug. 10 post on X. Is BRK.A fairly valued? Test your thesis with our free DCF calculator. Burry said his concern was that Warren Buffett (Trades, Portfolio)'s successor would not show the same willingness to wait for compelling investment opportunities. He now believes that concern has emerged under Abe

BRKB Stock: Investors Are Starting To Look Past Warren Buffett

The stock chart offers a clue about positive shift in sentiment. New CEO Abel made several bold moves in Q2. Continue Reading

Berkshire’s Precision Castparts Unit a Big Winner on Aircraft Industry Boom

Precision Castparts could be worth $60 billion to $75 billion, Barron’s estimates, well above Berkshire’s 2016 purchase price of $37 billion. Continue Reading

Berkshire Stock Jumps 2.5% as Buybacks Reach $7.8 Billion

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the giant collection of insurance, railroad, energy and industrial businesses now run by Greg Abel, reported a strong second quarter as its shares gained roughly 2.5% Monday morning. Operating earnings climbed 16% to about $13 billion, while revenue jumped 10% to $101.8 billion. Solid numbers. But the real headline is what Berkshire did with its money. This was the first quarterly report of the post-Buffett CEO era, and Abel wasted little time showing investors that Berkshire's mountain of cash may finally

The Inner Circle acknowledges Dianne Giombetti as a Pinnacle Professional Member Inner Circle of Excellence

DEVON, Pa., Aug. 10, 2026 /PRNewswire/ -- Prominently featured in The Inner Circle, Dianne Giombetti is acknowledged as a Pinnacle Professional Member Inner Circle of Excellence for her contributions in Client Centered Real Estate Leadership. Dianne Giombetti has established a distinguished career in residential real estate spanning more than four decades, defined by leadership, expertise, and a steadfast commitment to client care. Currently serving as an associate broker with Berkshire Hathaway, she leads and mentors a team of eight professionals, sharing the knowledge and experience she has