Buffett's announced 24Q2 13F featured one company that appeared out of the blue, in addition to the known big cut in Apple.Berkshire opened its first position in Ulta Beauty, a beauty and cosmetics retailer. $ulta beauty(ULTA)$ $Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ The deal is worth $267 million and holds about 690,000 shares of ULTA. Whether it's Buffett's intention, Munger's last wish, or the hands of Ted Weschler and Todd Combs, who are over 100 years old, it's interesting to see these little old men suddenly take an interest in this industry.But beware:This position represents only 0.1% of Berkshire's portfolio.After all, Warren Buffett "d

Berkshire Hathaway, managed by Warren Buffett and Charlie Munger for many years, holds a unique position in the market. Although classified as a financial stock, its management style resembles that of a large investment management company, with a slow-turnover stock portfolio and significant investments in private companies.In recent years, Berkshire Hathaway has accumulated substantial cash reserves. Despite this, its stock performance remains strong, with both Class A and B shares increasing by over 21% in 2024, well above the S&P 500’s 15% gain.For investors looking to invest in Berkshire Hathaway through ETFs, several options are available. Here are some ETFs holding more than 10% in Berkshire Hathaway stock:Data Source: VettaFi, as of August 15, 2024iShares U.S. Financial Services

Buffett Buys Ulta Beauty: A Vote of Confidence in Consumer Retail Strength? In a move that has captured the attention of investors and market analysts alike, Warren Buffett's Berkshire Hathaway has acquired a significant stake in Ulta Beauty, one of the leading beauty retailers in the United States. This purchase is particularly intriguing given Buffett's well-known investment philosophy, which emphasizes buying strong companies with durable competitive advantages at attractive prices. But what does this investment signify, especially in the current economic climate? Is Buffett signaling confidence in the strength of consumer retail, particularly in the beauty sector? Ulta Beauty: A Retail Powerhouse Ulta Beauty has been a standout performer in the retail sector for several years. The com

Hello everyone! Today i want to share some option strategies with you!1. $StoneCo(STNE)$ releases earnings after the closing bell. Expected move is ~7%. Downside level at 12.5 and upside level at 14.5. Already got a position in it with a covered call sold at the $14 strike and Aug 16 expiration. Sold the call at a 0.65 fill. Could get out now for profit on the call, but let's see how earnings goes.2.The saga continues on our $Taiwan Semiconductor Manufacturing(TSM)$ trade. Been rolling covered calls up from 165 in order to capture more upside for our long position. Currently sitting in an Aug 23 exp 177.5 strike call position.TSM looks like its hitting resistance at that 172.5 level, which also happens to

$Heico(HEI)$ $ulta beauty(ULTA)$  🚀💼 Buffett’s Beauty Bet and High Flying Heico! ✈️💼🚀 Kia ora Tiger traders! Hold onto your trading hats, because Warren Buffett has just pulled off a glow-up that’s set to make waves in the market! The Oracle of  Omaha has added two shining stars 🌟🌟 to his already legendary portfolio, and they’re ready to soar! 🚀 💄✨ Ultra Beauty $ULTA, the crown jewel of the beauty sector, is now dazzling in Buffett's lineup with a jaw-dropping $266 million in shares! Is the Oracle hinting at a future where beauty stocks shine the brightest? It seems like he's all in on the resilience and allure of the beauty industry! 💅 🚀🛠️ Heico $HEI, an aerospace and defense titan, has also fou

Berkshire Hathaway, led by Warren Buffett, has recently initiated a position in Ulta Beauty (ULTA), purchasing approximately 690,000 shares valued at $266.3 million. Should I be following this trade? Let's look into Ulta Beauty’s investment moat, intrinsic value based on discounted cash flow (DCF), analyst forecasts, current share price, and margin of safety. Investment Moat Ulta Beauty possesses several competitive advantages that constitute its investment moat: - Strong Brand Recognition: Ulta Beauty is a well-known brand in the beauty retail industry, offering a wide range of products from mass-market to prestige brands. - Exclusive Product Offerings: The company has exclusive partnerships with various beauty brands, providing unique products that cannot be found elsewhere. - Loyalty Pr

Based on my analysis of Ulta Beauty's (ULTA) current valuation and market conditions, here is my perspective on the potential price range for Ulta's stock in the near future: Current Price: - As of August 16, 2024, Ulta's stock is trading at around $525 per share. Target Price Range: - Given Ulta's strong financial performance, growth strategies, and the overall positive sentiment in the beauty retail industry, I believe the stock could see a price range of $550 to $600 per share in the next 6-12 months. Factors Supporting the Price Range: 1. Continued Revenue and Earnings Growth: - Ulta has consistently delivered double-digit revenue and earnings growth, and analysts expect this trend to continue in the coming years. - The company's focus on store expansion, digital transformation, and

The Charm of Synthetic Long Stock Strategies Disclaimer: While synthetic long stock strategies are often discussed in relation to Warren Buffett, it's essential to note that there's no direct evidence suggesting he has explicitly endorsed this strategy. Understanding Synthetic Long Stock A synthetic long stock position is created by combining two options: * Long call option: Gives the holder the right to buy the underlying stock at a specified price (strike price) on or before the expiration date. * Short put option: Obligates the seller to buy the underlying stock at a specified price (strike price) if exercised by the option holder. When these options have the same underlying stock, expiration date, and strike price, they replicate the economics of owning the stock itself. The Charm *

The Charm of Synthetic Long Stock Strategies Disclaimer: While synthetic long stock strategies are often discussed in relation to Warren Buffett, it's essential to note that there's no direct evidence suggesting he has explicitly endorsed this strategy. Continued part 2. * Amplified returns: If the stock price rises, the long call option appreciates significantly, potentially generating higher returns than a direct stock purchase. * Risk Management: * Limited downside: The short put option generates income, which can offset potential losses from the long call. * Defined risk: The maximum loss is typically the net premium paid for both options. * Flexibility: * Delayed decision: Investors can wait for a better entry point without missing out on potential upside. * Tailored risk

Part 3. Enhanced Returns Compared to Buying Bullish Options While synthetic long stock positions involve both a long call and a short put, it's crucial to understand the difference in payoff profiles. * Long call: The profit potential is unlimited, but the maximum loss is limited to the premium paid. * Synthetic long stock: The profit potential is similar to owning the stock, but the maximum loss is defined by the net premium paid. By combining a long call with a short put, the synthetic long stock strategy effectively captures the upside potential of the stock while mitigating some of the downside risk. This can potentially lead to enhanced returns compared to simply buying a bullish call option. Important Considerations * Options complexity: Understanding options involves a steep

🌟🌟🌟Warren Buffett is long regarded as the Father of Value Investing.  Value investing means buying stocks that appear to be trading for less than their intrinsic or book value. That is why investors are interested in what Warren Buffett buys.  I must check out his new stocks especially $ulta beauty(ULTA)$ and $Heico(HEI.A)$. @TigerStars @Tiger_comments

🌟🌟🌟A Synthetic Long Stock is a strategy for Options Trading that is designed to mimic a long position. This strategy involves buying at-the-money (ATM) calls and then selling an equivalent number of ATM puts with the same expiration date.

Thanks Warren Buffett I had invest in $Occidental(OXY)$ and now waiting for it to go up

Yes. Chosen by Warren Buffett 

Such a big beauty retailer