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 Berkshire Hathaway Inc.’s (BRK.B) 13F filing, which is a filing that gives us information on all of the transactions that took place over the third quarter of 2016 — the quarter ending September 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.
Hi Jason, I am a huge fan of Buffett myself and also love your blog. I think it is fantastic what you have achieved: Freedom at 33. It will be a long time before I can make that same claim.
What I found most interesting about Buffett’s recent 13F were the airlines. As you describe in the full article very well, I would agree that he is probably not behind this move just like when Berkshire bought Apple shares. But even if it is not the Oracle himself, I find it interesting what Ted and Todd are doing here. I would love to pick their brains. Time will tell what it was all about.
dividendincomebuilder,
Thanks so much. I really appreciate the support! 🙂
Yeah, I strongly doubt Buffett is behind the airlines. You never know, but the nature of the businesses and the amount of the transactions leads me to strongly believe it was Ted or Todd. Nonetheless, as you point out, it’s pretty interesting. The timing is perhaps just as interesting as the investments themselves.
Thanks for dropping by!
Best regards.
Imagine how confident you have to be in your analysis knowing that Buffett (one of the greatest investors ever, and your boss!) doesn’t like the industry!
Incredible.
ADI,
No kidding, right? I guess we’ll see how this works out in time. Very interesting moves!
Thanks for dropping by.
Cheers!