Greggory Warren

Berkshire reports net sales of roughly $7.9 billion for the third quarter.

With results in line with expectations, here’s what we think of Berkshire stock.

We think Berkshire Hathaway stock is moderately undervalued.

We expect to make a slight increase to our fair value estimate on Berkshire stock.

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 names Greg Abel as successor in a surprise move, sparking fresh scrutiny of Berkshire’s leadership, cash buildup, and share valuation.

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