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@DrDavidKass
"Small companies are raising billions of dollars to buy bitcoin and other more obscure cryptocurrencies. What could possibly go wrong via @WSJ" @DrDavidKass on X 2025-07-26 13:41:20 UTC 10.1K followers, XXX engagements
"7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.21T) +28.4% MSFT (3.79T) +21.0% AAPL (3.15T) -XXXX% AMZN (2.40T) +3.1% GOOG (2.25T) -XXX% META (1.77T) +20.3% AVGO (1.33T) +22.2% S&P XXX +7.1%" @DrDavidKass on X 2025-07-19 00:54:42 UTC 10.1K followers, XXX engagements
"Berkshire Hathaway (-12.2%) has underperformed the S&P XXX (+10.7%) by XXXX percentage points since May X when Warren Buffett announced he would be stepping down as CEO on December XX. Since Berkshire's market value on May X was $XXX trillion the "Buffett premium" can be estimated as XXXX% x $XXX trillion = $XXX billion. (Note: This is only an approximate estimation. There are other factors that may have contributed to Berkshire's substantial underperformance since May X including a decline in first quarter operating earnings that was also reported on that day. However prior to May 3" @DrDavidKass on X 2025-07-19 01:21:38 UTC 10.1K followers, 1521 engagements
"Warren Buffett's "elephant-sized" acquisition may be CSX. Berkshire has retained Goldman Sachs as financial advisors (Reuters) since Union Pacific has been reported to be exploring the acquisition of Norfolk Southern. It would then be logical to anticipate that Berkshire's BNSF would seek to acquire CSX. Since CSX has a current market capitalization of about $XX billion a XX% premium to acquire the company would result in a purchase for about $XX billion representing less than XX% of Berkshire's $XXX billion in cash" @DrDavidKass on X 2025-07-22 01:07:38 UTC 10.1K followers, 6438 engagements
"Since Berkshire Hathaway last repurchased its shares in May 2024 when its price to book ratio was below XXX and its recent decline has resulted in the current value of this ratio once again dropping below that level perhaps share buybacks will be reinitiated in the near future" @DrDavidKass on X 2025-07-28 03:00:49 UTC 10.1K followers, 2315 engagements
"Procter & Gamble (1932) is the only current member of the XX stocks in the Dow Jones Industrial Average that was in this index XX years ago (1975)" @DrDavidKass on X 2025-07-16 01:50:05 UTC 10.1K followers, 1438 engagements
"Commentary on Buffett premium: Berkshire Hathaway (-10.3%) has underperformed the S&P XXX (+12.3%) by XXXX percentage points since May X when Warren Buffett announced he would be stepping down as CEO on December XX. Since Berkshires market value on May X was $XXX trillion the Buffett premium can be estimated as XXXX% x $XXX trillion = $XXX billion. (Note: This is only an approximate estimation. There are other factors that may have contributed to Berkshires substantial underperformance since May X including a decline in first quarter operating earnings that was also reported on that day." @DrDavidKass on X 2025-07-26 00:33:10 UTC 10.1K followers, 2596 engagements
"Former Fed Vice Chairman Roger Ferguson on CNBC: The Fed is unlikely to cut interest rates this week and in September. The economy is doing well and inflation is at XXX - XXX% above its target of 2.0%. The Fed is waiting to look at upcoming data to determine impact of tariffs on inflation. He suspects that tariffs could lead to continuing inflation and result in increasing inflationary expectations rather than being a one-time event" @DrDavidKass on X 2025-07-28 10:58:29 UTC 10.1K followers, XXX engagements
"Private equity firms flip assets to themselves in record numbers via @financialtimes" @DrDavidKass on X 2025-07-23 11:01:44 UTC 10.1K followers, XXX engagements
"Union Pacific Corp. could reach an agreement to acquire Norfolk Southern Corp. and create a transcontinental rail behemoth as soon as early next week people familiar with the matter said" @DrDavidKass on X 2025-07-27 00:20:40 UTC 10.1K followers, XXX engagements
"Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) confirmed today that the companies are engaged in advanced discussions regarding a potential business combination" @DrDavidKass on X 2025-07-24 13:14:10 UTC 10.1K followers, 1992 engagements
"Financial Times: "The value of global crypto assets reached $4tn for the first time this month.Crypto's achievement is astonishing given that it is devoid of intrinsic value and its contribution to the productive economy is minimal.Its chief utility appears to be to enable payments by criminals and to scammers.stablecoins are vulnerable to panic runs similar to bank runs because they hold illiquid assets while promising a fixed redemption value.But leave it madcap gamblers money launderers and fraudsters to diversify into crypto. Yes you will miss out for awhile in today's manic pro-crypto" @DrDavidKass on X 2025-07-25 11:47:34 UTC 10.1K followers, 1090 engagements
"Business leaders on both sides of the Atlantic breathed a sigh of relief that the U.S. and European Union had averted a bruising trade war with their agreement on tariffs and investment via @WSJ" @DrDavidKass on X 2025-07-28 11:08:57 UTC 10.1K followers, XXX engagements
"Union Pacific and Norfolk Southern said they are in advanced talks over a merger that could create the largest rail operator in the country via @WSJ" @DrDavidKass on X 2025-07-24 15:36:43 UTC 10.1K followers, XXX engagements
"Jeff Sonnenfeld on CNBC: "Tesla is the greatest meme stock ever."" @DrDavidKass on X 2025-07-11 15:02:20 UTC 10.1K followers, 1065 engagements
"President Trump said he reached a trade agreement on Sunday with the European Union the U.S.s largest trading partner via @WSJ" @DrDavidKass on X 2025-07-27 19:35:16 UTC 10.1K followers, XXX engagements
"The "trillion dollar market cap club" consists of XX companies (in descending order): Nvidia Microsoft Apple Amazon Alphabet Meta Broadcom Taiwan Semiconductor Berkshire Hathaway and Tesla. Tesla trades at XXX times estimated earnings as compared to an average of about XX times for the other nine. Broadcom has the second highest P/E at XX times and Alphabet has the lowest at XX times" @DrDavidKass on X 2025-07-26 21:21:27 UTC 10.1K followers, 1006 engagements
"Commentary: It is extremely unusual for Berkshire to retain investment bankers to provide investment advice relating to a merger. Warren Buffett has always done his own analysis. The report by Reuters that Berkshire has retained Goldman Sachs on behalf of its Burlington Northern railroad presumably to evaluate the possible acquisition of CSX (or Norfolk Southern) after Union Pacific was reported to be considering a merger with Norfolk Southern. Berkshire did not use investment bankers when it acquired Burlington Northern. Also since Buffett's policy is to avoid a bidding war in a merger it is" @DrDavidKass on X 2025-07-22 10:38:05 UTC 10.1K followers, 6779 engagements
"BNSF hires Goldman CSX seeks bankers as Union Pacific sparks rail M&A race sources say" @DrDavidKass on X 2025-07-22 00:45:25 UTC 10.1K followers, 1153 engagements
"7 Largest Companies (Market Capitalization) and Year-To-Date NVDA (4.23T) +29.2% MSFT (3.82T) +21.9% AAPL (3.19T) -XXXX% AMZN (2.46T) +5.5% GOOG (2.34T) +2.1% META (1.79T) +21.7% AVGO (1.37T) +25.2% S&P XXX +8.6%" @DrDavidKass on X 2025-07-26 00:23:57 UTC 10.1K followers, 1211 engagements
"Berkshire Hathaway has not repurchased its shares since May 2024 when it paid 626685 for XXX shares of BRK.A which is XX% below today's closing price of 705000 and XX% below its all-time high of 812855 on May X 2025 the day before Warren Buffett announced he was stepping down as CEO on December 31" @DrDavidKass on X 2025-07-16 03:02:45 UTC 10.1K followers, 3132 engagements
"Capital One Financial is up XX% year-to-date. Berkshire has a $X billion stake likely an investment of Ted Weschler or Todd Combs" @DrDavidKass on X 2025-07-23 13:26:56 UTC 10.1K followers, 2330 engagements