Nvidia is mentioned as a comparison point for Alphabet's market capitalization.
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Warren Buffett's Company Buys an Airline... Again
Playing FTSEMay 31, 2026
Berkshire Hathaway, under new leadership, has made a significant investment in Delta Air Lines, marking a return to the airline sector after a previous unsuccessful foray. This investment is seen as a contrarian bet, with the author highlighting Delta's strong year-to-date performance compared to its peers and the current industry downturn.
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Coca-Cola is a top holding in Berkshire Hathaway's portfolio.
American Express is a top holding in Berkshire Hathaway's portfolio.
Apple remains the largest holding in Berkshire Hathaway's portfolio, representing about 20% of the total.
Bank of America's position was trimmed by Berkshire Hathaway, though it remains a top holding.
Chevron's position was trimmed by Berkshire Hathaway.
Formula One was among the large positions exited by Berkshire Hathaway.
Heico was among the large positions exited by Berkshire Hathaway.
Amazon was among the large positions exited by Berkshire Hathaway.
Aon was among the large positions exited by Berkshire Hathaway.
Domino's was among the large positions exited by Berkshire Hathaway.
UnitedHealth Group was among the large positions exited by Berkshire Hathaway.
Mastercard was a significant exit from Berkshire Hathaway's portfolio.
Visa was a significant exit from Berkshire Hathaway's portfolio.
Berkshire Hathaway increased its position in The New York Times.
Berkshire Hathaway increased its position in Chubb.
American Airlines' interest servicing costs consume nearly all of its pre-tax profit.
United Continental's interest payments represent a significant portion of its EBIT.
Berkshire Hathaway took a substantial new position in Macy's, indicating a positive outlook on the department store chain.
Berkshire Hathaway tripled its position in Alphabet, but the creator questions its future upside and valuation, suggesting it's not cheap.
Southwest Airlines is mentioned as having a lower EBIT to interest payment ratio (8.1) compared to Delta, suggesting a less favorable financial position.
Berkshire Hathaway has invested $2.6 billion in Delta Air Lines, a move seen as a contrarian bet given the airline's strong year-to-date performance.