The manager of the Aquamarine Fund says the golden age of value investing is over. Former Fidelity portfolio manager George Noble joined the discussion: he believes that the best times are just beginning for those who are able to think outside the box

Is Buffett's strategy not working in the age of AI? Here's how two market veterans argue about it

Apple Inc.

American Express Company

The Coca-Cola Company

Berkshire Hathaway Inc.

The former Berkshire Hathaway CEO gave his first interview after leaving the post 

'Use cachet in case of collapse': Buffett on correction, nuclear threat and Apple mistake

Berkshire's papers are now 3% cheaper than the price for which the company itself began buying them back

Berkshire Hathaway stock has the longest decline since 2018. Is it time to buy them?

Tokio Marine Holdings, Inc.

The $1.8 billion purchase of Tokio Marine shares is Berkshire's first major deal in Japan since the departure of Oracle of Omaha

Life after Buffett: Berkshire Hathaway makes new $1.8 billion bet in Japan

Oracle Corporation

NVIDIA Corporation

Meta Platforms, Inc.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Amazon.com, Inc.

Tesla, Inc.

Investors' fear of AI's disruptive effect on traditional businesses and the war in Iran have driven down asset values

The fortunes of eight of the top 10 richest billionaires have fallen since the start of the year. What is it

Warren Buffett's successor as CEO of Berkshire Hathaway, Greg Abel, has issued his <a href="https://www.berkshirehathaway.com/letters/2025ltr.pdf">first annual letter to</a> shareholders. The new head of the investment company confirmed that he does not plan to change the capital allocation strategy, despite the decline in profits in 2025.

The Buffett way: what Berkshire's new CEO said in his first letter to investors

Caterpillar Inc.

Microsoft Corporation

Waste Management, Inc.

Canadian National Railway Company

Bill Gates' fund <a href="https://www.sec.gov/Archives/edgar/data/1166559/000110465926016458/0001104659-26-016458-index.htm">made</a> only two changes to its portfolio last quarter: reducing stakes in Microsoft and Berkshire Hathaway, according to its report on Form 13F. The investor's strategy remains concentrated: the fund has shares of 23 companies under management, but more than 80% of its capital is allocated to just five issuers.

Almost no change: the Bill Gates Foundation sold only two shares last quarter

Booking Holdings Inc.

In early April, shares in service operator Booking.com will become much more accessible to investors 

One of the victims of the dot-com bubble will do a stock split. They've gained 16831% in 23 years.

The New York Times Company

Shares of The New York Times media corporation jumped 1.1% in opening trading on Feb. 18 to an all-time high after Berkshire Hathaway <a href="https://oninvest.com/article/apple-nyt-chevron-cto-kupila-i-prodala-berkshire-v-poslednem-kvartale-baffeta">disclosed</a> its stake in the company while reporting fourth-quarter deals, the last under Warren Buffett.

NY Times shares hit record after Berkshire stake disclosure. Are they worth buying?

Chevron Corporation

Domino's Pizza, Inc.

Chubb Limited

The company got rid of 80% of the Amazon shares it owned

Apple, NYT, Chevron: what Berkshire bought and sold in Buffett's last quarter

The Kraft Heinz Company

Dissatisfaction with plans to split up Kraft Heinz was previously expressed by Warren Buffett, Berkshire Hathaway - the food giant's largest shareholder

Kraft Heinz has put the separation of the business on pause. Buffett was unhappy with these plans

Exxon Mobil Corporation

Walmart Inc.

FedEx Corporation

Berkshire Hathaway's stock posted its best relative performance to the S&amp;P 500 index in almost a year, confirming its status as a defensive asset, Barron's writes