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Warren Buffett Sold Stocks, Stacked Cash in Last Weeks As Berkshire CEO
Business Insider· 2026-02-28 16:23
If you handed most people nearly $400 billion, they'd find plenty of silly ways to squander it. Warren Buffett isn't most people. The legendary investor — known for his patience, discipline, and love of a bargain — said last year that he would happily put $100 billion to work if the right opportunity arose. But he resisted any urge to go on a last-ditch spending spree in his final quarter as Berkshire Hathaway CEO.The message to shareholders from Berkshire's fourth-quarter earnings report, released Saturday ...
The New York Times Company (NYT): A Bull Case Theory
Yahoo Finance· 2026-02-28 13:23
We came across a bullish thesis on The New York Times Company on Horizons Investing’s Substack by  Cade. In this article, we will summarize the bulls’ thesis on NYT. The New York Times Company's share was trading at $70.72 as of February 10th. NYT’s trailing and forward P/E were 33.84 and 27.17 respectively according to Yahoo Finance. 10 AI News You Can’t Miss This Weekend Pixabay/Public Domain The New York Times Company (NYT) is a leading media and advertising firm, operating both a traditional newspap ...
New York Times(NYT) - 2025 Q4 - Annual Report
2026-02-27 16:37
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☑ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 620 Eighth Avenue, New York, New York 10018 For the fiscal year ended December 31, 2025 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ___ to ___ Commission file number 1-5837 THE NEW YORK TIMES COMPANY (Address and zip code of principal executive offices) (Exact name ...
伯克希尔减持苹果1029万股,新建仓纽约时报投资3.5亿美元
Jing Ji Guan Cha Wang· 2026-02-26 09:42
专题:伯克希尔2026年股东信重磅来袭 经济观察网 近一周,伯克希尔的热点主要集中在持仓调整和宏观环境变化。2026年2月18日,伯克希尔 披露了2025年第四季度13F持仓报告,这是巴菲特卸任CEO前的最后一个季度调仓动作。报告显示,伯 克希尔连续第三个季度减持苹果约1029万股(环比减少4.32%),并大幅减持亚马逊77.24%,同时增持 雪佛龙、安达保险等石油与金融股,并新建仓纽约时报,投资额约3.5亿美元。同期,宏观事件如美伊 核谈进展缓解地缘风险,国际油价承压;AI领域热度攀升,英伟达与Meta达成芯片合作,可能间接影 响伯克希尔科技持仓。 股票近期走势 责任编辑:刘明亮 伯克希尔股价在近一周(2026年2月17日至24日)呈现震荡下行趋势。根据行情数据,股价从2月17日的 754,910美元跌至2月24日的734,149.43美元,区间跌幅达2.30%。其中,2月18日因持仓报告公布当日 下跌0.92%,2月24日受大盘拖累继续下跌0.82%。同期,美股三大指数分化,道指近五日跌0.88%,纳 指涨0.61%,伯克希尔表现弱于大盘。持仓调整消息公布后,纽约时报盘后上涨,但伯克希尔自身股价 受减持科 ...
现金堆到3816亿美元却成净卖方?巴菲特“最后一季”持仓大揭秘
Jin Rong Jie· 2026-02-25 01:21
前二十大仓位一览 来源:中文投资网 根据最新披露的13F文件显示,伯克希尔·哈撒韦Berkshire Hathaway在沃伦·巴菲特卸任CEO前的最后一 个季度(2025年Q4)依然是股票净卖方。公司继续大幅减持苹果(AAPL)和美国银行(BAC),几乎 清仓亚马逊(AMZN),同时显著增持雪佛龙(CVX)和Chubb(CB),并新建纽约时报(NYT)小 额仓位。截至季度末,公司股票投资组合总市值约为2741.6亿美元。 这是95岁的巴菲特在正式卸任CEO后留下的最后一份持仓成绩单。他于2026年初将CEO职位交棒给Greg Abel,而公司的现金储备在第三季度末已膨胀至创纪录的3816亿美元,因市场的高估值令巴菲特始终难 觅合适的"象级"并购机会。 PART.01 前五大重仓股为: Apple Inc.(22.6%) American Express(20.46%) Bank of America(10.38%) The Coca-Cola Company(10.20%) Chevron Corporation(7.24%) 从行业分布来看,金融板块以40.92%的占比高居首位,科技板块以24.64%位列第 ...
PMI UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Picard Medical (PMI) Investors of Securities Class Action Deadline on April 13, 2026
TMX Newsfile· 2026-02-24 21:47
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Picard Medical To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Picard Medical between September 2, 2025 and October 31, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information]New York, New York--(Newsfile Corp. ...
资讯早间报:隔夜夜盘市场走势-20260224
Guan Tong Qi Huo· 2026-02-24 03:04
Report Summary 1. Report's Industry Investment Rating No relevant information provided. 2. Core Viewpoints - Global financial markets are affected by multiple factors including geopolitical tensions, tariff policies, and corporate earnings, leading to significant fluctuations in various asset classes. For example, the US stock market declined due to Trump's tariff plan and EU's suspension of the trade - agreement approval, while the precious metals market rose due to increased risk - aversion [5][6]. - The energy market is influenced by the Iran - US nuclear negotiation, with expectations of increased Iranian oil supply putting downward pressure on oil prices [7]. 3. Summary by Directory Overnight Night - Market Trends - **Stock Markets**: US major indices (Dow, S&P 500, Nasdaq) fell, with IBM and American Express leading the decline. European indices (DAX, CAC40, FTSE 100) also closed lower. The reasons include Trump's tariff plan and EU's suspension of trade - agreement approval [5]. - **Precious Metals**: COMEX gold and silver futures rose due to increased risk - aversion from geopolitical tensions, tariff policy changes, and other factors [6]. - **Energy**: US crude oil and Brent oil futures fell as the Iran - US nuclear negotiation showed signs of progress, increasing the expectation of more Iranian oil supply [7]. - **Base Metals**: Most London base metals declined, except for LME tin which rose [7]. Important News Macro News - Shanghai Export Container Settlement Freight Index for European routes dropped 2.1%. The US will stop collecting certain illegal tariffs. There is still a risk of US military strikes against Iran. India postponed a trade delegation plan. China is assessing the impact of US tariff rulings and urges the US to cancel unilateral tariffs. The EU suspended the approval of a trade agreement with the US. The Trump administration is considering new "national security tariffs" [9][11]. Energy Futures - Saudi Aramco sold condensate oil. Methanol supply in Southeast Asia is restricted due to planned maintenance. Goldman Sachs and Morgan Stanley have different forecasts for oil prices, with Goldman Sachs raising price forecasts for Q4 2026 and 2027, and Morgan Stanley expecting a short - term increase followed by a decline [14][16][18]. Metal Futures - The US energy storage market is expected to grow 21%. Lebanon may sell part of its gold reserves. UBS is positive on gold, with a target price of $6200/ounce [20][21]. Black - Series Futures - China's iron ore arrivals decreased, but global iron ore shipments increased. Vietnam plans to build a large - scale steel plant. The blast furnace capacity utilization rate of Chinese pig - iron enterprises decreased, and inventory increased [23][25]. Agricultural Products Futures - Malaysian palm oil production and exports decreased in February. Argentina's soybean moisture conditions improved, and the production forecast remains unchanged [27][28]. Financial Markets Financial - 143 companies have submitted IPO applications in the Hong Kong stock market in 2026. Deloitte predicts a better performance in the Hong Kong IPO market this year [30]. Industry - Payment transactions on Chinese New Year's Eve increased. The real - estate market may show more stabilization signals. China's AI governance system is maturing [31]. Overseas - The US may adjust tariff application methods and continue steel - aluminum tariffs. The Fed has about 75 basis - points to reach the neutral rate. India plans to invest $200 billion in AI. The Australian central bank may tighten policy. UK unemployment reached a new high [32][34][35]. International Stock Markets - US and European stock markets rose, while the Japanese market fell. High - end companies made significant stock - position adjustments. The UK may adjust accounting rules to attract Chinese companies. Australia simplifies corporate governance rules. Some companies announced major transactions or reported good earnings [36][38][41]. Commodities - Precious metals, oil, and most base metals futures fell due to factors such as progress in the Iran - US nuclear negotiation and reduced risk - aversion [43]. Bonds - US Treasury yields had mixed changes. Japanese bonds rose, and the 2029 fiscal - year bond issuance may increase [45]. Foreign Exchange - The US dollar index rose slightly, and most non - US currencies fell [46]. Upcoming Economic Data and Events - **Economic Data**: Include Japan's trade balance, UK's inflation and housing - price index, US's new - home construction, and other data [48]. - **Events**: New Zealand's central - bank rate decision, European Central Bank officials' speeches, and the Fed's release of meeting minutes [50]. - **Market Closures**: Chinese, South Korean, and Vietnamese stock markets are closed due to the Spring Festival [52].
Berkshire Hathaway Bets on the New York Times. Buffett Wins Again.
Barrons· 2026-02-23 17:03
Berkshire Hathaway Bets on the New York Times. Buffett Wins Again. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Berkshire Hathaway Bets on the New York Times. Buffett Wins Again.By [Paul R. La Monica]ShareResize---ReprintsIn this article ...
巴菲特CEO生涯最后一季:伯克希尔成为股票净卖出者
Xin Lang Cai Jing· 2026-02-22 16:45
1、大举减持科技与银行: 伯克希尔继续大幅削减其在苹果和美国银行的头寸。 2、苹果仓位巨变: 自 2023年夏季以来,苹果持仓已减少超过75%,但仍以603亿美元的市值位居持仓首位。排名第二的美国 运通 与苹果的市值差距已从1500亿美元缩小到不足80亿美元。 3、逆势加仓: 公司增持雪佛龙和保险 巨头,安达保险(Chubb),并时隔六年再次买入报业股——纽约时报。 4、法律和解: 伯克希尔旗下 的PacifiCorp电力公司同意支付5.75亿美元,以解决联邦政府针对其引发山火的索赔。 来源:滚动播报 ...
Warren Buffett's Last Move Was Selling Amazon And Buying This Stock Instead
247Wallst· 2026-02-21 19:07
Core Insights - Berkshire Hathaway, a prominent conglomerate previously led by investor Warren Buffett, has made several significant moves in the fourth quarter [1] Group 1 - The company is known for its diverse portfolio and strategic investments across various industries [1]