To The Moon

Another year's Berkshire Hathaway shareholder meeting, with Cook and Gates seen sitting in the audience. The moment when Buffett mistakenly called out "Charlie" was somewhat poignant. In the latest Berkshire Q1 holdings, approximately 75% of the fair value of its portfolio remains concentrated in American Express, Apple, Bank of America, Chevron, and Coca-Cola.It's worth noting that Berkshire Q1 still remained a net seller, with cash reserves reaching new highs. In Q1, Berkshire sold nearly $20 billion worth of stocks while only purchasing $2.7 billion, leading its portfolio value to decline from $354 billion at the end of last year to $336 billion.Although Apple remains Berkshire's largest holding, its stake value dropped from $174 billion at the end of last year to $135.4 billion. As of

The 2024 $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ Shareholders Meeting has kicked off in Omaha.What are the highlights this year? Are you there?Before that, let's take a look at the major events of Berkshire Hathaway and Buffett in the past year.For the 93-year-old "Oracle of Omaha," the past year has been one for the books. Here's a look back at some of the dazzling moves by the legendary investor:April 2023: Investing More in Japan 🗾Buffett, after an 11-year gap, visited Japan, hinting at increased investment in the Japanese stock market. Berkshire Hathaway's stake in Japan's top five trading companies rose from 5% in 2020 to 7.4%.May 2023: AI Discussed at Annual Meeting 🤖At the shareho

Watch the 2024 Berkshire Hathaway annual shareholders meeting on Saturday, May 4?Every May, the Berkshire shareholders meeting has become a feast for global value investment pilgrimage.The company's performance returns, Warren Buffett and Charlie Munger's letters to shareholders, and valuable sharing on the spot are studied by the investment community around the world.Although Berkshire's investment results have not yet been released, I believe it must be a good result, because Buffett's investment in Japan has also been quite successful in the past two years.This article will take you to a brief review of how Buffett's company has won step by step to increase its position in Japan and win investment victory.Japanese Stock Market Bull Run 2024 📈The Japanese stock market has entered a signi

$Marathon Digital Holdings Inc(MARA)$ latest production report is a mixed bag, but for a long-term investor like myself, the positives outweigh the short-term dip in monthly production. Here's why I remain bullish on MARA. While April's production dipped slightly compared to March, it still represents a 21% year-over-year increase. This growth is impressive, especially considering the recent Bitcoin halving event that inherently reduces miner rewards. Marathon managed to increase its average operational hash rate by 15% in April. This translates to a more efficient mining operation, squeezing out more production per unit of energy consumed. Another bright spot is the surge in transaction fees as a percentage of total revenue. This indicates increa