#berkshire-hathaway

#berkshire-hathaway

Based on the recent 13F filing, we've noticed Berkshire Hathaway Inc. ( NYSE: BRK-B) make significant moves in the third quarter. While the investor owns several artificial intelligence (AI) stocks, he also focuses on dividend-paying stocks. Apple ( NASDAQ:AAPL), American Express ( NYSE:AXP), and Bank of America ( NYSE: BAC) form 52% of his portfolio, and here's why I think they're an excellent buy.

If you had put $1,000 into the S&P 500 index at the beginning of those 60 years, you'd now have $441,196-a tremendous reward for doing nothing. But if you had put your $1,000 into Berkshire stock, you would now have a truly incredible $59,681,063. Another way to think of it: If you had invested $20,000 back then, you would today be a billionaire. Without doing a thing.

Warren Buffett and Michael Saylor represent two starkly different investment philosophies in the market. Buffett, Berkshire Hathaway's ( )( ) legendary Oracle of Omaha, favors safe, liquid assets like U.S. Treasury bills to preserve capital for future opportunities in undervalued stocks. In contrast, Saylor, executive chairman of Strategy ( NASDAQ:MSTR ), bets aggressively on Bitcoin ( ) as a hedge against inflation and a superior store of value.

Consumer spending, while solid, is slowing, as tariffs are being imposed worldwide. The United States is finally responding to tariffs imposed upon it, and a host of additional factors are fanning the flames of another 2025 correction. Job gains have plummeted, as much of the data is perceived to be inaccurate. To be frank, it is high time that a correction similar to the one earlier this year comes in to help cleanse the market of the recklessness ignited by artificial intelligence almost three years ago.

Warren Buffett remains one of the world's most prominent investors, renowned for his long-term buy-and-hold strategies and extensive portfolio of public and private holdings. With interest rates poised to decline, it makes sense to consider adding Buffett's dividend-paying stocks, which are expected to rally as bond yields fall. However, the dividend stocks we were particularly interested in are those that Buffett owns through his "secret portfolio." These are the holdings of New England Asset Management (NEAM), which Berkshire Hathaway indirectly owns.

Berkshire Hathaway resumed acquiring shares of Sirius XM, increasing its stake to over 124.8 million shares, representing about 37% of the company.

"Greg Abel is an operator at heart - he'll engage more directly with underperforming subsidiaries, unlike Buffett, who was famously hands-off. Berkshire will become known for 'intelligent autonomy.'"