Notícias

Berkshire boosted its Alphabet stake by $17 billion in Q2, but Michael Burry says Greg Abel lacks Buffett's discipline.

Warren Buffett spent years telling anyone who would listen that airlines were a terrible business to own. Buffett called them a "capital trap," a place where fuel costs and fare wars could erase profits almost overnight. Then Covid hit, and Berkshire Hathaway dumped its entire airline portfolio in ...

For the first time, those coveted lie-flat seats could be available to those with average incomes — but you’ll be giving up something else.

In recent filings, Berkshire Hathaway disclosed that it added millions of Delta Air Lines shares while also reshaping its broader equity portfolio, including exiting Constellation Brands and trimming its Bank of America stake. This increased exposure places Delta alongside Berkshire’s core holdings such as Apple, American Express, Alphabet, Coca-Cola, and Bank of America, highlighting the airline’s importance within a highly concentrated investment lineup. Now, we’ll examine how Berkshire’s...

Delta Air Lines stock has delivered a strong 142.8% return over the past 5 years, yet current valuation checks point to a mixed picture rather than a clear bargain or clear overvaluation. Over 5 years, Delta Air Lines shares are up 142.8%, which means anyone looking at the stock today is assessing it after a substantial multi year gain. The profit gap that competitors like American Airlines are trying to close highlights Delta Air Lines' earnings strength, although any shift in industry...

Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.

According to the firm’s filing with the Securities and Exchange Commission, Berkshire lifted the combined GOOGL and GOOG position to about 106 million shares.

Berkshire was busy buying stocks in the second quarter. Here are all the stocks that Greg Abel & Co. added to the portfolio — and the ones they sold, too.

Berkshire’s Alphabet stake—consisting of the search giant’s voting and nonvoting shares—rose about 80% in the quarter to 106 million shares, reflecting a purchase directly from Alphabet in June and open-market buys, based on a 13-F report with the Securities and Exchange Commission late Friday. Berkshire was a seller of part of its sizable stake in Bank of America cutting it by 30 million shares to 483 million shares now worth about $31 billion.

Delta Air Lines (DAL) reached $89.2 at the closing of the latest trading day, reflecting a -2.31% change compared to its last close.

American Airlines Group Inc. is reportedly reorganizing its senior leadership team as CEO Robert Isom added a former Spirit Airlines executive to the senior management team amid surging fuel costs and gaps between the airline and rivals like Delta Air...

Investing.com -- Berkshire Hathaway (NYSE:BRKb) aggressively expanded its stake in Alphabet Inc (NASDAQ:GOOGL) during the second quarter, signaling a deepening conviction in the technology giant’s strategic trajectory. According to the Omaha-based conglomerate’s latest 13F filing, the firm added tens of millions of shares across both share classes, lifting its Class C holdings to over 27 million while bolstering its Class A position to nearly 79 million shares. Against that backdrop of tech accu

United (UAL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo Finance Markets and Data Editor Jared Blikre takes a look at the travel sector's recent market performance, highlighting how AI demand and AI adoption are playing crucial roles.

United Airlines’ Cargo President Jan Krems is stepping down next month after a dozen years at the carrier and a reputation as one of the best air cargo executives of the past 40 years. The post United Airlines cargo chief Jan Krems to retire after storied career appeared first on FreightWaves.

If you fly regularly, you understand that delays happen, and as a frequent flyer myself, I'll say that they're forgivable, as long as the airline gets me to my intended destination eventually. Airlines, however, have been bragging about their ability to get you there on time. Cirium has published ...

Delta is throwing down the gauntlet in Austin, announcing plans to launch daily summer-seasonal flights to Paris next year as it vies for position as the Texas capital’s global airline. When the flights start in March, Delta will be the only U.S. airline to fly to Europe from the fast-growing Texas city. Delta has homed in on Austin’s concentration of affluent travelers that can feed into the airline’s loyalty program and co-branded credit card.

JetBlue Airways' 22.2% three-month rally has support from stronger revenue trends and estimate revisions, but fuel costs, losses and debt pose risks.

DAL's Seattle-Tokyo Narita service expands U.S.-Japan connectivity, adds capacity and supports passenger and cargo growth.

An unauthorized Wi-Fi network was reportedly activated on a Delta Air Lines Inc. flight bound for Atlanta from Las Vegas on Monday, prompting a probe into the incident. Delta Disabled Wi-fi for 30 Minutes According to a report by Bloomberg...

CEO Robert Isom acknowledged a "meaningful gap" between current performance and where the airline should be, calling the moves a "first step"

Market volatility has dropped since the recent correction, but with plenty of items on the news front, we could see a volatility spike at any point.

INSW's Q2 earnings and revenues beat estimates as stronger tanker rates drive record net income, EBITDA and free cash flow.

Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, the Delta SkyMiles and United MileagePlus loyalty programs could each be worth $30 billion or more, which would be a significant chunk of each airline’s market values, Jefferies analyst Sheila Kahyaoglu wrote after the sale.

Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.

Heather Garboden's role is expanding to include reservations, contact centers, service recovery and catering, as the airline announced a series of leadership changes.

Abel is making his mark on the company, but he's not veering too far away from Buffett.

American Express trades at a lower valuation multiple, while SoFi is scaling faster, but one carries hidden concentration risk.

Michael Burry cites concerns that Abel is deploying the company’s large cash reserves too aggressively instead of waiting for exceptional opportunities.

United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta’s leadership discussed the proposal as part of preliminary due diligence, but the talks never progressed, and both airlines moved […]