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Buffett's Berkshire Gets More Cautious on Stocks and Buybacks


Buffett’s Berkshire Gets More Cautious on Stocks and Buybacks
SYNDICATED 7 hours ago
(Bloomberg) Warren Buffett’s capital-deployment machine pulled back on several fronts at the start of the year as the billionaire took a more cautious stance on stocks.Berkshire Hathaway Inc.’s net stock sales in the first quarter were the second-highest in almost five years and the conglomerate, where the billionaire is chief executive officer, slowed its buyback pace, according to a regulatory filing Saturday. That helped push. ....

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Buffett Admits Error in Paying Too Much for Precision Castparts

(Bloomberg) Warren Buffett conceded a mistake with one of his biggest deals in recent years: the $37.2 billion purchase of Precision Castparts Corp. in 2016.“I paid too much for the company,” the billionaire investor said Saturday in his annual letter. “No one misled me in any way I was simply too optimistic about PCC’s normalized profit potential.”Buffett’s Berkshire Hathaway Inc. took an almost $11 billion writedown last year that was largely tied to Precision Castparts, the maker of equipment for aerospace and energy industries based in Portland, Oregon.Precision Castparts has struggled as the coronavirus pandemic slashed demand for flights, prompting airlines to park jets and reduce schedules. That means less need for replacement parts and a big drop in aircraft purchasing. Precision slashed its workforce by about 40% last year, according to Berkshire’s annual report.And the slump in travel is expected to persist, leading to more ....

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Buffett's 'Tone Deaf' Annual Letter Skirts Major Controversies

(Bloomberg) Warren Buffett’s 15-page annual letter to shareholders on Saturday made mention of the pandemic that ravaged the globe in 2020 exactly once: One of his furniture companies had to close for a time because of the virus, the billionaire noted on page nine.Buffett likewise steered clear of politics, despite the contested presidential election and riots at the U.S. Capitol, and never touched on race or inequality even after protests and unrest broke out in cities across the nation last year. He also avoided delving into the competitive deal-making pressures faced by his conglomerate, Berkshire Hathaway Inc., a topic routinely dissected in past year’s letters.“Here you have a company with such a revered leader who’s held in such high regard whose opinion matters, who has businesses that were directly impacted by the pandemic, insurance companies that were influenced by global warming and social inflation and there was not one word about the pande ....

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Warren Buffett Backers Can Rest Easy With 90-Year-Old Getting Vaccine


Warren Buffett Backers Can Rest Easy With 90-Year-Old Getting Vaccine
Bloomberg
2/26/2021
Katherine Chiglinsky
(Bloomberg) Warren Buffett, the 90-year-old chief executive officer of Berkshire Hathaway Inc., has received his Covid-19 vaccination.
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As shareholders prepare for the release of his closely watched annual letter Saturday, Buffett’s assistant confirmed that the investor has had both of the Pfizer Inc. shots. The vaccination has a two-dose regimen. Charlie Munger, Buffett’s longtime business partner, also received two Pfizer shots, which went well, according to Munger’s assistant.
Berkshire has two nonagenarians as its most senior leaders, with Buffett, the company’s chairman and chief executive officer, turning 90 last year, and Munger, a Berkshire vice chairman, turning 97 in January. ....

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