These Super Investors Just Bought These Stocks
Summary
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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
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