Boston Omaha (ticker code BOMN) is similar to Berkshire Hathaway and is often labeled a Baby/Mini-Berkshire. Many have tried to become the next Berkshire – most have failed – but Boston Omaha looks promising.
Let's have a look at three companies I think are poised to surpass Berkshire over the next seven years: Tesla (TSLA 0.47%), Moderna (MRNA 1.38%), and Nvidia (NVDA 3.11%).
Berkshire Hathaway competitors include BlackRock, The Carlyle Group, Howard Hanna Real Estate Services, Allstate and Allegheny Technologies. Berkshire Hathaway ranks 1st in Customer Net Promoter Score on Comparably vs its competitors.
Some of the best-known “clone/mini/baby” Berkshires are these: Markel analysis (USA) Alleghany analysis (USA – acquired by Berkshire Hathaway in 2022) White Mountains Insurance (USA)
Berkshire Hathaway's Greg Abel. Many investors worry about the future of Berkshire Hathaway after its legendary CEO Warren Buffett is gone, but most of the conglomerate's companies have already made the transition to reporting to the man who will eventually replace the 92-year-old.
Nothing about Buffett's health will impact the businesses of the roughly 50 companies in which Berkshire currently invests. Sure, Berkshire's share price might go down temporarily when Buffett dies. It also might not. Buffett may live another two years or he may live another 15.
Bill Gates's position in Berkshire Hathaway is currently worth $6.88 Billion. That's 17.24% of their entire equity portfolio (2nd largest holding). The first Berkshire Hathaway trade was made in Q2 2010. Since then Bill Gates bought shares thirteen more times and sold shares on 38 occasions.
Key Takeaways. Berkshire Hathaway's portfolio's five largest positions are in Apple Inc. (AAPL), Bank of America Corp (BAC), Chevron (CVX), The Coca-Cola Company (KO), and American Express Company (AXP).
Nvidia stock has more than doubled in 2023.
The chip company currently has a market cap of $722 billion as of Tuesday and is the fifth-largest U.S. company. That beats out Berkshire Hathaway (BRK. A, BRK. B), which has a market cap of $709 billion.
Bottom line: Berkshire Hathaway stock is worth buying now for those keen to add the ultimate Warren Buffett stock to their portfolio. Nevertheless, investors looking for true market leaders should also check out IBD Stock Lists, including the IBD 50 list of top-performing stocks.
Berkshire is sometimes considered a management investment company, competing with players like BlackRock, Inc. (BLK), and a private equity firm, contending with the likes of KKR & Co., Inc. (KKR).
In the first quarter of 2023, Warren Buffett's Berkshire Hathaway bought three new stocks – Capital One Financial, Diageo ADR, and Vitesse Energy.
Ultimately, Berkshire, despite its reputation, is a stock that's only matched the S&P 500 for the last 20 years, and it will eventually lose Buffett's stewardship. There are better places to look in the market for the stocks that promise more growth, have disruptive potential, and have more focused missions.
Berkshire Hathaway's Markel Group Stake
Warren Buffett acquired 472 Thousand Markel Group shares worth $661 Million. That's 0.18% of their equity portfolio (32nd largest holding). The investor owns 3.58% of the outstanding Markel Group stock.
Buffett's Top Stock Picks
The table below shows 11 Buffett stock picks that analysts like for 2023, including four solid dividend stocks: Apple, Coca-Cola KO +1.3% , General Motors GM +1.9% and Visa.
The top shareholders of Berkshire Hathaway class B shares are Warren E. Buffett, Ronald L. Olson, Meryl B. Witmer, Vanguard Group Inc., BlackRock Inc.
What stocks does Michael Burry own? In Michael Burry's portfolio as of 31 Mar 2023, the top 5 holdings are (JD) JDCOM INC-ADR (10.26%), (BABA) ALIBABA GROUP HOLDING-SP ADR (9.56%), (SIG) SIGNET JEWELERS LTD (9.09%), (NYCB) NEW YORK COMMUNITY BANCORP (7.19%) and (ZM) ZOOM VIDEO COMMUNICATIONS-A (6.91%).
A/BRK. B, owing to its diversification and lower overall risk profile, offers one of the better risk-adjusted return profiles in the financial-services sector and remains a generally solid candidate for downside protection during market selloffs.
The Oracle of Omaha owns some tech stocks, but Microsoft isn't one of them. I suspect if you asked Warren Buffett about Microsoft (MSFT 2.31%), he'd probably acknowledge that he admires the company's business.
Bill Gates Costco Wholesale Corp
The first Costco Wholesale trade was made in Q3 2002. Since then Bill Gates bought shares ten more times and sold shares on four occasions. The investor sold all their shares in Q4 2012 and doesn't own any shares in Costco Wholesale anymore.
Warren Buffett owns 229,016 shares of Berkshire Hathaway's Class A common stock (BRK. A) and 276 shares of its Class B common stock (BRK.