I am the Chief Investment Officer of The Glenview Trust Company, which provides investment management along with estate and financial planning to wealthy families. I often appear on U.S. and international television and have been featured on ABC, Bloomberg, Bloomberg Asia, CNBC,
Berkshire Hathaway’s First Quarter 2024 Portfolio Moves
Berkshire’s $332 billion very concentrated investment portfolio consists of 41 companies. Berkshire disclosed its long-secret purchase of an insurance company.
Critical Takeaways From Berkshire Hathaway’s First-Quarter Earnings
Warren Buffett said Berkshire Hathaway’s earnings were strong but that he sold stocks, including Apple. Buffett provided a blueprint for how to judge management.
Highlights From Warren Buffett’s Berkshire Hathaway Annual Meeting
Berkshire Hathaway’s annual meeting was held on Saturday. Warren Buffett answered questions about the sale of Apple, earnings, succession, and management goals.
Earnings And Artificial Intelligence Save Stocks Despite Inflation
Despite hot inflation data, earnings reinforced the promise of artificial intelligence. This week is packed with earnings, the Fed, a jobs report, and the Berkshire Hathaway meeting.
Better Earnings Don’t Stop The Plunge In Stocks
Worries about the soft landing sent stocks tumbling. The second busiest week of earnings season has four of the Magnificent 7 report earnings, which will be crucial.