Buffett’s Last Dance: What the Oracle Leaves Behind
Warren Buffett is sitting on a record amount of cash
Having continuously beaten S&P 500 and hoarded record cash, Warren Buffett announced his retirement at Berkshire Hathaway’s annual shareholder meeting
The legendary investor claims few opportunities in sight, warning of fiscal deficit, trade war, and monetary system
Our insider portfolio outperforms in a quiet week for the market
This past weekend in Omaha, Warren Buffett took the stage for what could be the final time at Berkshire Hathaway’s annual shareholder meeting. Now 94, the Oracle of Omaha is stepping back—closing the curtain on one of the most iconic investing careers in history. But Buffett didn’t leave quietly. His parting words were a mix of celebration, caution, and sharp warnings about where the global economy may be headed.
Investors gave him a fitting send-off: Berkshire Hathaway’s market cap hit a record $1.16 trillion, with Class A and B shares up nearly 19% year-to-date, in stark contrast to the S&P 500’s 3.3% decline. Berkshire’s resilience isn’t just recent—it’s been legendary. The chart below shows the performance of Berkshire, gold, and the S&P 500 since 2020.
Buffett has long argued that most investors can’t consistently beat the S&P 500—and he even famously bet on it. But looking at the data, he’s clearly an exception to his own rule. Since 2020, Berkshire’s stock has outperformed the S&P 500 by more than 100%.
🔒 Curious to see how Buffett’s portfolio has evolved—and what his top holdings reveal about his long-term strategy? Unlock full access below.