meta_pixel
Tapesearch Logo
Log in
Investing Insights

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2539 Ratings

🗓️ 3 March 2023

⏱️ 23 minutes

🧾️ Download transcript

Summary

Also, how to invest in the AI arms race, and why Intel needed to slash its dividend.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:05.9

Here's what's ahead on this week's investing insights. Warren Buffett's portfolio took a hit.

0:11.1

What Morningstar thinks about Berkshire Hathaway, plus one of the world's biggest chipmakers is cutting his quarterly dividend.

0:17.9

And how investors can benefit from the rising popularity of AI chatbots.

0:23.3

Research from MorningStars team will explain how this is Investing Insights.

0:31.7

Welcome to Investing Insights. I'm your host, Ivan and Hampton, and let's kick it off with a look

0:36.5

at the Morning Star headlines.

0:38.3

Market volatility rocked, the Oracle Omaha's portfolio.

0:42.3

Warren Buffett's Berkshire Hathaway reported solid operating revenue that offset unrealized losses from investments,

0:49.2

and the results from the company's latest earnings report lined up with Morningstar's expectations.

0:54.4

But his full-year revenue dropped, about a third in 2022.

0:58.6

And fourth quarter revenue also fell due to weaker investment portfolio performance.

1:03.5

And that includes the gains and losses of the holding company's investments and derivative

1:08.3

portfolios.

1:09.6

Morningstar figures Berkshire entered

1:11.2

2023 with about $94 billion in cash, that it could use for investments, acquisitions,

1:16.9

or share buybacks. Morningstar doesn't expect a change's estimate that the share is worth

1:21.4

and views the stock as undervalued. Domino's has cut its sales growth in unit development

1:27.1

outlook for the next two to three years.

1:29.9

The pizza chain's lower expectations validate Morningstar's belief that worsening restaurant profitability

1:35.8

and higher construction and financing costs would hurt most of its store operators' unit development

1:41.6

for some time. Domino's quarterly results were mixed. The company's

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, Ivanna Hampton, Sarah Hansen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar, Ivanna Hampton, Sarah Hansen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.