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Value Investor

Feb 16, 2023

Despite the market sell-off, there were few stock buys by the Oracle of Omaha late last year. Why?

(0:15) - What Can We Learn From Berkshire Hathaways 13F?

(4:30) - Breaking Down Q4 Sells and Growing Positions: How Did They Perform?

(15:50) - What Was Berkshire Hathaway Buying With Their Cash Reserves?

(20:35) - Episode Roundup: TSM, USB, BK, BAC, CVX, AAPL, LPX, PARA