1) If you've followed my work for long, you'll know that at various points over the years I've called Berkshire Hathaway (BRK-B) "America's No. 1 Legacy Stock" or "America's No. 1 Retirement Stock." I say this because Berkshire offers a unique combination of safety, growth, and, at most times, undervaluation. Last Tuesday, I analyzed the […]

1) It's good practice to keep an eye on what the "smart money" is up to... Every quarter, I review a certain type of regulatory filing from many top investors called the 13-F – mining for investment ideas. Institutional investment managers with at least $100 million in assets under management have to file a 13-F […]

1) As you would expect, everyone had their eyes on Nvidia (NVDA) after yesterday... And once again, the chipmaker reported another stunning quarter after the market close. Revenue soared 12% from the previous quarter and 78% year over year, while adjusted earnings per share jumped 10% and 71%, respectively. The company also gave strong guidance […]

1) Longtime readers know that I've covered the incredible weight-loss drugs many times over the years... I'll admit to being a little obsessed at one point, writing 13 times about these drugs in 14 months from September 2022 through November 2023 versus only four times since February 2024 (I've included links at the end of […]

Picking up where I left off yesterday... On Saturday, Berkshire Hathaway (BRK-B) released its fourth-quarter and year-end earnings report and CEO Warren Buffett's annual letter, which I covered in yesterday's e-mail. (You can read the entire report and letter here and the press release here.) So today, let's take a look at the earnings numbers... […]

1) On Saturday, Warren Buffett released his much-anticipated annual letter to Berkshire Hathaway (BRK-B) shareholders (you can see it in full here)... Woven throughout it are many of the themes that I return to again and again in my daily e-mails: invest in high-quality, enduring businesses, hold for the long run, ignore the Wall Street […]

Longtime readers know I always look forward to the latest from Creative Planning's Charlie Bilello... He puts together a weekly blog post with plenty of insightful charts. It's one of my favorite blogs, and I often include excerpts and charts from it in my daily e-mails. Today, I'll highlight the most interesting charts from his […]

Today, let's cover a few quick catch-ups on companies and topics I've written about previously... 1) Up first, Vanguard has probably saved more investors more money than any other company in history – it's truly an exemplar. Other financial companies look to exploit/gouge/take advantage of their customers – exhibit A is Charles Schwab (SCHW), about […]

1) I'm always paying attention to what Warren Buffett is up to... I closely follow his investment moves because he's the greatest investor of all time and I continue to think Berkshire Hathaway (BRK-B) is a solid holding for a conservative long-term portfolio. This Wall Street Journal article from last week highlights his latest buys […]

1) Just last week, I did a podcast interview on Money Life With Chuck Jaffe... I've appeared on the podcast a few times over the years. And in this one, I acknowledged that while investors have some reasons to be nervous, the market remains near record-high levels... and isn't showing signs of being over-inflated and […]