Bill Gates’ 5 Most Recent Investments

1. Berkshire Hathaway Inc (NYSE:BRK.A)

The holding company that offers life, accident, property, and casualty risk insurance services started by  Warren Buffett is the largest stock holding in Bill & Melinda Gates Foundation Trust’s portfolio. It tops the list of Bill Gates’ most recent investments. The stock accounts for 43.7% of the overall portfolio with around $9 billion invested in the stock at the end of December. Nomadic Value Investment Partners mentioned the stock in its Q2 2020 investor letter:

“We added to Berkshire Hathaway. I won’t spend too much talking about this, but BRK is as attractively priced as it’s been in some time. The press’s and FinTwit’s fascination with “Warren’s lost it” is at a cyclical peak and is complete noise. However, the valid bear argument is that BRK is too big to compound at good rates going forward, and subsidiary company performance will be weak for the next couple of years with its high exposure to air traffic (Precision Cast Parts and previously held airline stocks) and holdings in “old economy” manufacturing and retail businesses. Also, short-term there’s an unknown consequence of insurance claim payouts and/or refunds13 . We wouldn’t completely disagree with these judgments, and the optics are certainly bad when BRK doesn’t buy back shares in a quarter with a substantial sell-down. However, with a long-term lens and given the management style of BRK (conservative talk and overperform), we will likely be quite satisfied in the future – whatever that looks like. Meanwhile, we’ve gotten into a range where 30%-50% of BRK is free. Are the actual growth prospects for Berkshire this dire? Berkshire is our largest position.”

Please also see Billionaire Ken Fisher’s Top 10 Stock Picks and 10 Best High Yield Stocks To Buy Now

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