Saturday, 15 November 2014

Berkshire Hathaway: Warren Buffett Q3 2014


Berkshire Hathaway, an American conglomerat run by Warren Buffett

The activity has been fairly low and it is already known from the third quarter report from Berkshire Hathaway that they hold plenty of cash at hand for the future elephant as Warren likes to call it. To me there was one interesting thing that happened due to that I follow several blogs in Sweden.

One new company joined and that was:



Express Script Holding - coordinates the distribution of outpatient pharmaceuticals through a combination of benefit management services, including retail drug card programs, Home Delivery services, formulary management programs and other clinical management programs.

For the previous report please click on Berkshire Hathaway: Warren Buffett Q2 2014.


Berkshire Hathaway, Warren Buffett, Q3, 2014

Conclusion: That he sold Deere is a little of a chock to me. The share price development since he bought it has been flat and to my knowledge the report has not been bad so I really wonder why I jumped out of that one... It is not even as if he needs the cash right now. He seems to be more and more interested in services provided via internet one way or the other and now owns several companies doing just that.

3 comments:

Anonymous said...

How about Tesco?

Fredrik von Oberhausen said...

The SEC regulation only forces the american companies to publish their american holdings. This means that several companies that Berkshire own are unfortunately excluded from the list.

Several publications, lately, claim that they are either out or on their way out of Tesco.

Anonymous said...

OK. Thanks.