Buffett’s Surprising Move
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 15 February 2017
⏱️ 22 minutes
🧾️ Download transcript
Summary
Berkshire Hathaway loads up on shares of Apple. SodaStream sparkles on earnings. And Fossil falls. Analysts David Kretzmann and Jason Moser discuss those stories and delve into Shopify earnings.
Transcript
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| 0:18.1 | It's Wednesday, February 15th. |
| 0:22.3 | Welcome to Market Foolery. |
| 0:24.0 | I'm Matt Greer and joining me in studio, |
| 0:25.0 | we've got Jason Moser for Million Dollar Portfolio |
| 0:28.0 | and David Kretsman from Supernova. |
| 0:30.0 | Gentlemen, welcome. |
| 0:31.0 | Hey, Matt. |
| 0:32.0 | How are you doing? Are you ready? We're ready to go here always |
| 0:34.0 | ready okay well let's begin with Warren Buffett on Tuesday Berkshire |
| 0:37.4 | halfway reporting its latest portfolio moves. Jason some real interesting |
| 0:41.9 | moves here. |
| 0:43.0 | Berkshire really loading up on shares of Apple and unloading most of its Walmart positions. |
| 0:49.0 | They're also adding new stakes in Monsanto, Sirius XM, and Southwest Airlines. |
| 0:54.2 | Yeah, a lot of fascinating moves there. |
| 0:55.6 | I mean, we talk a lot about watching the investors that we respect and the moves that they make. We never advocate just going in blindly |
| 1:06.0 | following, but I mean I think it's always interesting to see sort of different |
| 1:09.4 | perspectives on things and I personally what really stood out to me was the the dumping of the Walmart shares |
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