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Here's the latest investing advice from Warren Buffett for February 2025
Seeking Alpha ^ | 02/25/2025 | Yoel Minkoff

Posted on 02/26/2025 7:59:44 AM PST by SeekAndFind

The Oracle of Omaha has spoken. In his latest shareholder letter published over the weekend, Warren Buffett discussed his outlook for stocks and what it takes to own a good business, along with other tips and investment strategies. Here are some of the takeaways as Berkshire Hathaway (BRK.A) (BRK.B) reported operating earnings of nearly $50B in 2024 :

How he views equities:

Berkshire's equity activity "is ambidextrous." One hand maintains near or total control of its 189 subsidiaries, including GEICO, property-casualty insurance, and railroad and utility operations. In the other hand is a "small percentage of a dozen or so very large and highly profitable businesses" that are standalone stocks. While many investors increasingly focus on the second hand, whose transactions have recently led to a swelling cash pile, Buffett says that is not the way to look at it.

Quote:

"Despite what some commentators currently view as an extraordinary cash position at Berkshire, the great majority of your money remains in equities. That preference won't change. While our ownership in 'marketable equities' moved downward last year from $354B to $272B, the value of our 'non-quoted controlled equities' increased somewhat and remains far greater than the value of the marketable portfolio."

Good businesses over cash-equivalent assets:

"Berkshire will never prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned. Paper money can see its value evaporate if fiscal folly prevails. In some countries, this reckless practice has become habitual, and, in our country’s short history, the U.S. has come close to the edge. Fixed-coupon bonds provide no protection against runaway currency."

Wait for the right time:

"We are impartial in our choice of equity vehicles, investing in either variety based upon where we can best deploy savings.

(Excerpt) Read more at seekingalpha.com ...


TOPICS: Business/Economy; Society
KEYWORDS: buffett; investment; warrenbuffet

1 posted on 02/26/2025 7:59:44 AM PST by SeekAndFind
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To: SeekAndFind

Some outliers:

Buffett likes Japan. He touted his five stakes in enterprises like ITOCHU, Marubeni, Mitsubishi, Mitsui and Sumitomo, which "operate in a manner somewhat similar to Berkshire itself." It's a "small but important exception to our U.S.-based focus" due to the companies' "financial records, managements, and attitude in respect to their investors."

Capital deployment is key here, as well as appropriate dividends and repurchases, and "far less aggressive compensation programs than their U.S. counterparts." Buffett also substantially increased his holdings of Treasury bills in 2024, given improving yields on the highly liquid short-term securities.

Top holdings:

Apple makes up 28% of Berkshire's "marketable equities" portfolio.

The next big stakes are American Express (AXP) at 17%, Bank of America (BAC) at 11%, Coca-Cola (KO) at 9%, Chevron (CVX) at 6%, and Occidental Petroleum (OXY) and Moody's (MCO) at 5% and 4%, respectively.

Taken together, these seven names make up four-fifths of the portfolio.
2 posted on 02/26/2025 8:01:40 AM PST by SeekAndFind
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To: SeekAndFind

Most important to remember is that there is no one method of investing fits all. Age is the critical number to determine asset allocation.

My own rule of thumb is me age is the percent allocated to more stable investments such as long term AAA rated bonds, Utility mutual funds, my residence in good neighborhood.
Rest of percentage I can trade stocks with. I am nearing age 85, so I am less aggressive than I was before.


3 posted on 02/26/2025 8:15:08 AM PST by Bobbyvotes (I am in mid-80's and I am not gonna change my opinions.)
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To: SeekAndFind

Rule number one on investing is, have some money to invest.


4 posted on 02/26/2025 8:15:08 AM PST by ansel12 ((NATO warrior under Reagan, and RA under Nixon, bemoaning the pro-Russians from Vietnam to Ukraine.))
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To: SeekAndFind

Just to keep everyone in perspective. Warren Buffett was one of the causes of several market crashes and especially the 2008 crash. As the owner of Moody’s he engineered the fake valuations of mortgages. Moody’s literally caused the crash along with the GSEs (Freddie and Fannie) and S&P plus Fitch. Plus Warren was the single largest owner of large banks. So you can call the 2008 financial crises a Berkshire lead crises. He was in every important part of it. And had it not been for his ownership of the Washington Post, you would have been attacking him first.

Other scandals that he was involved in include Wells Fargo and Salomon Brothers. Warren speaks with a forked tongue. That grandfather image allows him to evade all blame while having his fingerprints all over the crime scenes.


5 posted on 02/26/2025 8:19:16 AM PST by poinq (thics and customs and did not take an oath to the country. And did not follow the country's traditio)
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To: ansel12

Correction, you must invest in non-stable investments only the money you can afford to lose without going homeless haha.


6 posted on 02/26/2025 8:26:57 AM PST by Bobbyvotes (I am in mid-80's and I am not gonna change my opinions.)
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To: SeekAndFind

The full unfiltered text is at: https://www.berkshirehathaway.com/letters/2024ltr.pdf


7 posted on 02/26/2025 8:34:07 AM PST by posterchild
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To: poinq; SeekAndFind

Buffett (Berkshire Hathaway) owned 23.4 percent stake in Graham Holdings


8 posted on 02/26/2025 8:36:35 AM PST by linMcHlp
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To: SeekAndFind
1.) Buy congress critters.

2.) When your clients file claims take them to court. Most do not have the money for a long fight and you do. Even if they finally squeeze the money out of you the amount that you get to keep will far out way it. Step one will allow you to do this.

3.) Scream about your taxes not being "high enough" and laugh privately how you actually arranged that with step one.

4.) Use step one to put your competitors out of business. Who cares if it is bad for the country. You are the only one who counts.

9 posted on 02/26/2025 8:36:53 AM PST by Harmless Teddy Bear ( Not my circus. Not my monkeys. But I can pick out the clowns at 100 yards.)
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To: Harmless Teddy Bear

RE: Buy congress critters.

There is a fund and an App that mimics Nancy Pelosi’s stock investments.

Unusual Whales Subversive Democratic ETF (NANC)

Overview: Launched on February 7, 2023, by Subversive Capital in partnership with Unusual Whales, the Unusual Whales Subversive Democratic ETF (ticker: NANC) tracks stock trades disclosed by Democratic members of Congress and their spouses, with a notable nod to Nancy Pelosi due to her high-profile trading history.

Methodology:

Utilizes data from congressional financial disclosures required under the STOCK Act of 2012, which mandates reporting within 45 days.

Invests in a portfolio of stocks purchased by Democratic lawmakers, weighted by factors like trade size and frequency, though not an exact replica of Pelosi’s trades alone—it’s broader but heavily influenced by her activity.
Top holdings include tech giants like Microsoft (~10%), Amazon, Apple, and Nvidia, reflecting her known bets on Big Tech.

Performance: Since inception, NANC has gained ~30% (through early 2025), outpacing the S&P 500’s ~24% over the same period. In 2024, it reportedly surged 54%, beating many hedge funds.

Expense Ratio: 0.75%, higher than broad-market ETFs but typical for niche strategies.

Why It Mimics Pelosi: While not exclusively her portfolio, Pelosi’s trades (via her husband) are a significant driver due to their volume and success, making NANC a practical way to follow her investment patterns indirectly.

________________________________________________

There is also an App that Mimics Nacny Pelosi’s investments.

App: Autopilot

Overview: Autopilot, launched in January 2023 by founders including Christopher Josephs, is an investment app that allows users to automatically replicate the stock trades of prominent figures, with Nancy Pelosi as a flagship portfolio. It evolved from the viral “Pelosi Tracker” X account (
@PelosiTracker_
).

Methodology:

Pulls data from congressional disclosures and executes trades in users’ linked brokerage accounts when new filings are public (up to a 45-day lag).

The “Pelosi Tracker” portfolio specifically mirrors trades disclosed by Paul Pelosi, who manages the family’s investments. It’s not a fund but a tool to copy trades directly.

Focuses on high-conviction trades (e.g., recent or large positions) to maximize potential outperformance.

Performance: The Pelosi portfolio on Autopilot gained 45% in 2023 and 54% in 2024, outperforming the S&P 500 (24% in 2023). Over $175 million has been invested via this feature by late 2024.

Cost: Free for one portfolio (e.g., Pelosi’s); $29/quarter or $100/year for multiple portfolios and auto-trading.

Why It Mimics Pelosi:

Unlike NANC, Autopilot offers a direct, trade-by-trade replication of Pelosi’s disclosed moves, making it the closest mimic of her personal strategy.


10 posted on 02/26/2025 8:42:27 AM PST by SeekAndFind
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To: SeekAndFind

Sure does help to have The Fraud of Omaha giving you insider information.


11 posted on 02/26/2025 8:47:08 AM PST by Harmless Teddy Bear ( Not my circus. Not my monkeys. But I can pick out the clowns at 100 yards.)
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To: Harmless Teddy Bear

Well, what to say? His “fraud” and my investment in Berkshire stocks have done very nicely for me for over a decade...


12 posted on 02/26/2025 8:49:15 AM PST by SeekAndFind
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To: poinq

You feel Buffet caused the 08 crash? Do you think the federal government had any role when they forced banks to give mortgages to people based on their skin color not their FICO score?


13 posted on 02/26/2025 8:53:51 AM PST by ladyjane
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To: SeekAndFind
And screw the country.

You got yours.

Of course, what goes around does tend to come around.

14 posted on 02/26/2025 8:54:24 AM PST by Harmless Teddy Bear ( Not my circus. Not my monkeys. But I can pick out the clowns at 100 yards.)
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To: linMcHlp

Graham holdings is whats left of the Washington Post company minus the newspaper itself. Its a slush fund of DC based companies that probably pay off powerful people by buying their companies above market value. Or performing tasks that others don’t want to touch. When Buffett dies, it will be interesting to see what happens to the company.


15 posted on 02/26/2025 8:58:22 AM PST by poinq (thics and customs and did not take an oath to the country. And did not follow the country's traditio)
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To: SeekAndFind

“We are impartial in our choice of equity vehicles, investing in either variety based upon where we can best deploy savings.”

Plain English translation - “we buy whatever we think will make us the most money”


16 posted on 02/26/2025 9:54:53 AM PST by aquila48 (Do not let them make you "care" ! Guilting you i9s how they. control you. )
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BKMK


17 posted on 02/26/2025 12:00:35 PM PST by Faith65 (Isaiah 40:31 )
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To: ladyjane

Bingo


18 posted on 02/26/2025 12:02:36 PM PST by Fledermaus (I'm getting tired of the contrarians on FR.)
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