These Super Investors Just Bought These Stocks
Summary
No summaries available for this video yet. Summaries are generated when the video is processed.
Opinions
CVX (stock, NYSE)
Berkshire Hathaway added to its Chevron position, indicating a positive outlook.
SEMR (stock, NYSE)
The speaker criticizes Pat Dorsey for selling out of Semrush, noting that waiting longer would have resulted in a 50% higher gain due to an acquisition.
AMZN (stock, NASDAQ)
The speaker questions Berkshire Hathaway's decision to reduce its Amazon position by 77.2%, calling it a move that makes no sense.
ASML (stock, NASDAQ)
Pat Dorsey added 11% to the ASML position, which is the number one holding in the portfolio.
FICO (stock, NYSE)
Valley Forge added to its position, and the speaker notes the stock is 'even more attractive today' after a recent price drop.
META (stock, NASDAQ)
Pat Dorsey reduced the Meta position by 16.5%, indicating a rotation away from the tech company.
INTU (stock, NASDAQ)
Valley Forge Capital Management reduced its position in Intuit by 15.2%.
CB (stock, NYSE)
Berkshire Hathaway increased its position in Chubb by 9.3%, a bullish signal.
GOOGL (stock, NASDAQ)
Pat Dorsey 'slashed the Google position in half,' a significant reduction of nearly 50%.
NYT (stock, NYSE)
The speaker expresses a very negative opinion on Berkshire Hathaway's new investment in the New York Times, stating 'I think I've seen toilet paper more valuable than that'.
LYV (stock, NYSE)
Pat Dorsey initiated a new position in Live Nation, making it a new acquisition for the portfolio.
DPZ (stock, NYSE)
Berkshire Hathaway increased its position in Domino's Pizza by 12.3%.
AAPL (stock, NASDAQ)
Berkshire Hathaway has been reducing its Apple position significantly over the last two years.
Topics
Analysis of Super Investor Portfolio Moves
Berkshire Hathaway's Q4 Portfolio Changes
Pat Dorsey's Portfolio Analysis
Media Industry Consolidation (Netflix, Paramount, Warner Bros.)
Valley Forge Capital Management's Portfolio Moves
More from this creator
Summarized videos from the same creator
Stocks I'm Buying and Selling Right Now
The Couch Investing portfolio was down 0.53% last week, outperforming the S&P's 2% drop. Year-to-date, the portfolio is down 7.2%, while since inception, it's up 133.7%. Key portfolio changes include…
You Can't Go Wrong Buying These Stocks
The market experienced another "red day," with tech stocks particularly hit, and the S&P 500 dropping 6.5% from its peak, now below its 200-day moving average. Super Micro Computer (SMCI) shares plun…
Wall Street Is Making a Huge Mistake
The market is broadly down, with big tech and semiconductors mostly red, though The Local surged on strong earnings. Micron fell 5% despite a blockbuster quarter. Jerome Powell announced the Fed held…
More with the same tag
Summarized videos from other creators with the same tag
Exposing the SpaceX IPO.
My Finance Videos
SpaceX is preparing for an IPO, aiming for a massive $1.5 trillion valuation and seeking to raise $75 billion. While Elon Musk reportedly wants to attract a high number of retail investors, platforms …
Top 7 Stocks to Buy in The Month of April... (Huge Upside Potential)
My Finance Videos
Here's a concise summary of the transcript: The video recommends four top stock picks for April, all with strong long-term growth potential. 1. **Zeda Global:** An AI-powered marketing cloud, it bo…
Goldman Warns: A MASSIVE Wave of MACHINE Selling Hits Next Week—Everything You NEED to KNOW!
My Finance Videos
The market faces imminent, massive machine-driven selling, potentially pushing stocks significantly lower amid low liquidity. CTAs have already sold $55 billion in US equities this month, now net shor…