Greggory Warren

Better Equity and Credit Market Conditions Have Lifted Affiliated Managers Group’s AUM Levels

Better Equity and Credit Market Conditions Should Continue to Lift Janus Henderson’s AUM Levels

Better Equity and Credit Market Conditions Have Improved Our Near-Term Outlook for Carlyle Group

Berkshire has been quietly buying D.R. Horton, Lennar, and Nucor.

With a large collection of diversified firms and a healthy cash flow, here’s what we think of Berkshire Hathaway’s stock.

Better Equity and Credit Market Conditions Have Lifted BlackRock’s AUM Levels to Record Highs

We think Berkshire stock is slightly undervalued.

With BNSF trailing Union Pacific, the last thing it needs is to worsen its position by not pursuing a transcontinental railroad.

BNSF is already trailing Union Pacific in profitability, so the last thing it needs is to worsen its competitive position.

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We expect the back half of the year to pose more headwinds for the stock.

Tariff-Induced Volatile Equity and Credit Markets Will Overshadow Blackstone's Near-Term Results

Bank of America stake cut further, Citibank exit complete.

Looking at a solid core performance, insurance headwinds, and Buffett’s retirement, here’s what we think of Berkshire stock.

Warren Buffett’s company ended the first quarter with a record $333.3 billion in cash and cash equivalents.

Plus, succession planning for Berkshire Hathaway’s insurance business.

Here’s what we’d like to hear Warren Buffett and his team discuss this year.

Major headwinds have been put up for US-based alternative asset managers.

BlackRock outstrips peers amidst growing ETF appeal.

Waiting for a wider margin of safety.