The addition of two new names, Delta Air Lines and Macy's, to the portfolio are hard to explain.
Although the benchmark S&P 500 has clawed back to record territory and the VIX has settled into a sleepy 16.7 reading, Wall Street's memory is shorter than its history would suggest.
Berkshire Hathaway's utility arm is a reliable cash cow. This operation also performs well regardless of the economic backdrop.
Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter.
Polymarket traders think that OpenAI, Anthropic and SpaceX will trade at valuations on their first day on public markets north of at least $1.4 trillion. On Wednesday, SpaceX officially filed for its

Berkshire's New Era Begins: Why I'm Still A Buyer

09:30am, Thursday, 21'st May 2026
Greg Abel passed his first test, navigating the 2026 annual meeting confidently and earning investor trust in the post-Buffett transition. Q1 operating earnings came in strong at $11.35B, up 17.7% YoY
Warren Buffett sold more stock than he bought for 13 quarters before Greg Abel came in.
Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire.
Berkshire boosts Japan trading house stakes, exits Visa/Mastercard and buys Delta shares as new CEO Greg Abel targets steady cash flow.
Warren Buffett spent six decades insisting that big technology sat outside his circle of competence.
Berkshire Hathaway sold its remaining Amazon shares. At the same time, it initiated a position in Macy's.
BOSTON & ZURICH--(BUSINESS WIRE)--BERKSHIRE HATHAWAY SPECIALTY INSURANCE INTRODUCES CASUALTY INSURANCE POLICIES IN SWITZERLAND.
Although Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) has compiled the single best long-run track record in modern markets, the man who built it spends most of his shareholder letters tell
CEO Greg Abel is showing an early fondness for them with Berkshire taking a new $2.6 billion position in Delta during the first quarter.
Berkshire Hathaway sold many of its smaller positions in the first quarter. However, it kept its high-conviction stocks and added two new positions.
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