I go over Berkshire Hathaway’s latest buys and sells in their common stock portfolio each quarter, after their latest 13F is released. I’m a huge fan of Warren Buffett, as are millions of other investors around the world. And so it’s a great honor to see what he’s up to. You can see the excerpt below, which is part of a full article I wrote for Daily Trade Alert. Enjoy!
Warren Buffett’s latest trades were just revealed via the most recent Berkshire Hathaway Inc. (BRK.B) 13F filing, which is a filing that gives us information on all of the transactions that took place over the second quarter of 2018 — the quarter ending June 30 — in the stock portfolio managed by the legendary investor.
This filing can provide some valuable insight into where Warren Buffett thinks the best investments might lie.
Now, it might not make sense to piggyback on his trades and simply buy and/or sell whatever he has because these filings are generally released 45 days after the most recent quarter ended, but it would appear to be an intelligent move to investigate exactly where the most successful investor of all time is (and isn’t) putting his capital to work.
It’s also important to note that Buffett allows two other executives – Todd Combs and Ted Weschler – to authorize smaller transactions, so it’s difficult sometimes to decipher who bought and/or sold what.
Below, I’m going to go over every transaction and give some quick thoughts on each respective company.
Image courtesy of: DonkeyHotey via Flickr.
Always look forward to your Buffett’s Latest trades articles. Thanks for sharing.
Ryan,
Hey, it’s my honor to put these pieces together. 🙂
Cheers!
I didn’t even know that these reports were published quarterly. Thank you for opening my eyes! Very nice to have insights into the mind of the worlds best investor.
I have been thinking about buying TEVA since Kåre Schultz was hired as CEO. He did amazing things for his former company H. Lundbeck. I’ll definitely reconsider now that Mr. Buffet bought it as well.
FF,
Yes, they’re required by law to go through and provide the proper forms. So it’s nice to take a look and maybe glean something from those updates. It’s a great privilege of mine to be able to put the commentary together.
Best regards!
I totally get that Mr. Buffett’s purchases are 45 days delayed in reporting, but couldn’t that actually be a benefit to the average investor, since for the most part, he holds stocks for a long time? In other words, if he liked a stock at $60, for example, and made a significant investment in that company, and 45 days later it is trading at $55, that looks like a buy to me. What do you think of this theory?
Brian,
Well, it all depends on the stock. You often see that “Buffett Bump”, and Berkshire is obviously pretty good at getting in at attractive valuations. I don’t necessarily view piggybacking a good idea across the board, but a particular stock might be suddenly on one’s radar after looking through these updates. Whether or not you’re able to get in cheaper, however, is another thing altogether.
Cheers!