* "In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year.
* In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).
* Of course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.
* In the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.
* Ark Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.
* Since then, all four tech names have lagged the S&P 500, with only Coinbase managing a gain for the year.
Finally $300+! I've heard of many "New Berkshires" over the years. Many are just patched together mishmashes, conglomerates without any sound reason to exist and none of BRK's float from its many insurance holdings. Most "New Berkshires" have more in common with the failed conglomerates of the 1970s than with our Berkshire Hathaway.
"Buffett’s out-of-character bet on Apple may end up being one of his winningest investments, making more than $120 billion on paper as the tech giant shattered yet another record to top a $3 trillion market valuation this week.
"Berkshire Hathaway began buying Apple stock in 2016 and by mid-2018, the conglomerate accumulated a 5% ownership in the iPhone-maker, a stake that cost $36 billion. Flash forward to 2022 and the Apple investment is now worth $160 billion as the massive rally extended into the new year.
“Without a doubt, it is one of the strongest investments that Berkshire has made in the last decade,” said James Shanahan, Berkshire analyst at Edward Jones.
Other than Apple’s giant appreciation in share price, it has also been a lucrative bet for Berkshire because of its hefty payouts. Berkshire has enjoyed regular dividends, averaging about $775 million annually..."
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