2019-04-05 08:25:00 Fri ET
stock market gold oil stock return s&p 500 asset market stabilization asset price fluctuations stocks bonds currencies commodities funds term spreads credit spreads fair value spreads asset investments
Warren Buffett places his $58 billion stock bets on Apple, American Express, and Goldman Sachs. Berkshire Hathaway owns $18 billion equity stakes in American Express and Goldman Sachs, and both stocks sharply trail S&P500 in recent years. Meanwhile, Berkshire Hathaway owns another $40 billion in Apple. Buffett focuses not on Apple revenue growth from quarter to quarter, but rather the broad network of hundreds of millions of iPhone and iPad users worldwide. Goldman experiences transient stock market undervaluation due to its notorious involvement in the 1MBD Malaysian bond scandal (which may result in fines up to several billions of dollars). Also, American Express executes several strategic partnerships in e-commerce payments, and continues to face fierce competition from the other major credit card bellwethers Visa and MasterCard.
Buffett views this unique collection of U.S. stocks as a set of public companies that Berkshire Hathaway partly owns in the long run. Without excessive levels of debt, these stocks earn 15%-20% steady profits on net tangible equity capital that Buffett requires to run the stock investment business. Berkshire Hathaway experiences a healthy fundamental increase in the market value of common stock investments from $170 billion to almost $173 billion from 2017-2018 to early-2019.
If any of our AYA Analytica financial health memos (FHM), blog posts, ebooks, newsletters, and notifications etc, or any other form of online content curation, involves potential copyright concerns, please feel free to contact us at service@ayafintech.network so that we can remove relevant content in response to any such request within a reasonable time frame.
2025-05-29 08:25:28 Thursday ET
Serial venture capitalist Ben Horowitz describes many hard truths, lessons, and insights from his entrepreneurial journey of running LoudCloud from a Silico
2019-02-13 11:00:00 Wednesday ET
President Trump may reluctantly sign the congressional border wall deal in order to avert another U.S. government shutdown. With his executive power to decl
2019-04-11 07:35:00 Thursday ET
European Central Bank designs its current monetary policy reaction function and interest rate forward guidance in response to key delays in inflation conver
2018-03-15 07:41:00 Thursday ET
The Trump administration's $1.5 trillion hefty tax cuts and $1 trillion infrastructure expenditures may speed up the Federal Reserve interest rate hike
2017-05-31 06:36:00 Wednesday ET
The Federal Reserve rubber-stamps the positive conclusion that all of the 34 major banks pass their annual CCAR macro stress tests for the first time since
2019-02-03 13:39:00 Sunday ET
It can be practical for the U.S. to impose the 2% wealth tax on the rich. Democratic Senator Elizabeth Warren proposes a 2% wealth tax on the richest Americ