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Investing Specialists

Weekly Wrap: How to Invest Like Warren Buffett

And questions we’d like answered at this year’s annual Berkshire Hathaway meeting.

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In many ways, this is an unusual year for Warren Buffett and Berkshire Hathaway (BRK.A) (BRK.B). For starters, Buffett, Charlie Munger, and the Berkshire team are holding their first in-person annual meeting in Omaha, Nebraska on Saturday since the start of the pandemic. Berkshire has also been especially active this year putting money to work, taking significant positions in Occidental Petroleum (OXY) and HP (HPQ), and buying Alleghany outright. Plus, there’s a shareholder proposal on the table to remove Buffett as chairman of Berkshire.

Looks like there will be plenty to talk about this weekend!

I sat down with Morningstar’s resident Berkshire specialist, sector strategist Gregg Warren, to discuss all things Berkshire. Gregg shared what he thinks of the conglomerate's recent purchases, what fair value Morningstar assigns the shares today, and what makes Buffett tick as an investor. The full video is a great watch ahead of Saturday’s event. 

Here are some of my other favorite Berkshire and Buffett bits from this week’s Special Report: How to Invest Like Warren Buffett:

Is Berkshire Hathaway's Stock Undervalued?
Warren Buffett's recent buying spree—including Occidental Petroleum, HP, and Alleghany—has barely dented the conglomerate's cash balance.

10 Questions to Ask at Berkshire Hathaway’s Annual Meeting
These are Morningstar’s questions for Warren Buffett and his team.

Funds That Buy Like Buffett, 2022
Our annual review of the funds that own the same stocks as the Oracle of Omaha.

8 Stocks Warren Buffett Might Buy, if He Could
The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough.

5 Takeaways From Berkshire Hathaway's 2021 Shareholder Letter
Warren Buffett discusses why he keeps cash on hand, warns of "bloviated bull," and explains why he's not a stock-picker.

--Susan Dziubinski

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8 Stocks Warren Buffett Might Buy, if He Could
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Central Banks Fight Inflation Amid Russia-Ukraine Conflict to Start 2022
We look at potential interest-rate hikes, soaring commodity prices, and investment opportunities.

10 Questions to Ask at Berkshire Hathaway’s Annual Meeting
These are Morningstar’s questions for Warren Buffett and his team.

Bill Browder: A Scared Putin Will Only Escalate the Conflict
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Portfolio Planning and Personal Finance With Christine Benz

Can a Qualified Longevity Annuity Contract Aid Your Retirement Plan?
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3 Tricks for Getting the Most Out of Your HSA Enjoy maximum tax savings while preserving flexibility.

Mutual Funds and Exchange-Traded Funds

How Do Commodities Fit Into a Diversified Portfolio?
What does the history tell us, and are there reasons to question it?

Why Schwab U.S. Dividend Equity ETF Is a Good Investment
This fund maintains a low-cost portfolio of durable dividend stocks, says Morningstar's analyst.

How Much Are 529 Plans' Tax Benefits Worth?
The tax benefits of 529 education savings plans, though complicated, are worth knowing.

Funds That Buy Like Buffett, 2022
Our annual review of funds that own the same stocks as the Oracle of Omaha.

The Pros and Cons of Market-Cap-Weighted Indexing
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Why 'Free' Robo-Advisors Aren't Really Free
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Stocks

Warren Buffett and Berkshire Hathaway in 2022
Morningstar's analyst talks about Buffett's recent deals, what the stock is worth, and whether Berkshire will pay a dividend anytime soon.

Dividend-Stock Deep Dive: REITs
These three companies are at the top of Morningstar's REIT coverage list.

4 Undervalued Technology Stocks to Buy Now
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5 Risks Facing the Market Right Now
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6 Charts on The Stock Market's April Downdraft
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Rekenthaler Report

Profiting From Lower Volatility
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What Belongs in 401(k) Plans?
Setting reasonable limits.

Sustainability Matters

Yes, Sustainability Is Important to Investors
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The Long View Podcast

William Reichenstein: Avoiding Tax Headaches in Retirement
The retirement-planning expert discusses tax-efficient withdrawals, Social Security-filing decisions, and how to dodge the "tax torpedo."

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Morningstar.com does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.