Rich Signals from Berkshire

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 13 September 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. (00:21) Jason Moser and Matt Argersinger discuss: - The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity. - Brian Niccol’s vision for returning to Starbucks’ roots as a third place. - Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through. (19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025. (33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries. Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Barbera Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got swelling private valuations and some signs insiders are putting cash on the
0:09.1	side.
0:10.1	Motley Full money starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the pros and
0:35.8	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Radio Show. I'm Dylan Lewis. I'm Dylan Lewis,
0:43.0	I'm Dylan Lewis.
0:45.0	Jason Moser and Matt Argersinger, Fool's.
0:47.0	Great to have you both here.
0:48.0	Hey Helen!
0:50.0	We've got the full download on Apple's new slate of devices.
0:53.0	One stock the market is worrying about when it comes to generative AI,
0:56.0	and of course stocks on our radar.
0:59.0	We are going to kick off this week, looking at the big money, though.
1:02.0	We like to keep an eye on what insiders
1:03.8	are up to this week Berkshire Hathaway's head of insurance and longtime
1:07.5	Buffett right-hand a jeep jean disclosing he'd sold roughly half of his
1:11.3	Berkshire shares,
1:12.6	grossing almost 140 million on the sale.
1:15.6	That is a big, big move, Jason.
	...

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