Berkshire 2025: Is Value Investing the Golden Rule for Retail Investors?
On May 3rd, 2025 Berkshire Hathaway Annual Shareholders Meeting will take place.
Warren Buffett, now 94 years old, has confirmed he will attend in person. This year marks the 60th anniversary of his acquisition of Berkshire Hathaway, making it a symbolic milestone.
Looking back at Buffett’s 2025 shareholder letter, the numbers continue to be astonishing:
Compound Annual Growth Rate (CAGR) of Berkshire’s per-share market value from 1965 to 2024: 19.9%. Overall market value increase: 5,502,284%, or 55,000 times, outpacing the S&P 500’s growth by 390 times over the same period.
Reviewing Early US Stock Sales: Buffett Once Again Avoids a Market Crash
In his letter, Buffet reduced US equity exposure. Concentration in top five holdings (American Express, Apple, Bank of America, Chevron, Coca-Cola) dropped from 79% to 71% of the total equity portfolio.
Significant reduction in holdings of Citigroup (down 73.5%) and Bank of America (sold 117 million shares). Apple holdings were cut from 905 million shares to 300 million shares.
Massive Cash Deployment into US Treasuries: Does Treasuries Now Offer Greater Certainty?
Recently, it's said that Berkshire controls nearly 5% of the entire US Treasury bill market — more than the Federal Reserve’s holdings of similar securities.
As of the end of March, Berkshire had $334 billion in cash reserves, with more than 90% invested in short-term government bonds.
Of this, $14.4 billion worth of Treasury bills, with less than three months remaining to maturity, were classified as cash equivalents, while $286.47 billion in Treasury securities were listed as short-term investments. Combined, these holdings totaled $300.87 billion.
Despite His Cautious stance, Buffett Emphasized Compound Power and American Resilience
He pointed out that Berkshire has only paid out cash dividends once in the past 60 years, and it is precisely this reinvestment strategy that has allowed the company to grow into the giant it is today.
The resilience of American capitalism, despite its imperfections — encouraging individual investors to stay patient and let compounding work its magic.
$Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ $Tiger Brokers(TIGR)$
Buffett is sitting on a massive cash pile and scaling back on US equities. Should retail investors adopt a similar stance, prioritizing safety and liquidity?
Is value investing still the golden rule for long-term success, or does today's market require adapting Buffett’s methods?
In an age of AI, how relevant is Buffett’s approach for a new generation of investors?
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Recently, it's said that Berkshire controls nearly 5% of the entire US Treasury bill market — more than the Federal Reserve’s holdings of similar securities.
As of the end of March, Berkshire had $334 billion in cash reserves, with more than 90% invested in short-term government bonds.
Buffett is sitting on a massive cash pile and scaling back on US equities. Should retail investors adopt a similar stance, prioritizing safety and liquidity?
Is value investing still the golden rule for long-term success, or does today's market require adapting Buffett’s methods?
In an age of AI, how relevant is Buffett’s approach for a new generation of investors?
leave your comments to win tiger coins~
So maybe I'd call this sentiment trading rather than value investing. If there are no glaring issues with the companies and market is just down because of general lacklustre market sentiments, then a relief rally is bound to happen, no matter what stocks you buy, value or not.
@JiaDeName @icycrystal @nomadic_m
That said, retail investors should stay flexible. Buffett himself is adjusting — cutting equity exposure and stacking up Treasuries to prioritize safety and liquidity. This shows that while the principles stay the same, their application can evolve with the times. A balanced strategy — some defensive positions and selective investments — feels wise right now.
To me, value investing is more of a mindset than a strict method. It’s about understanding what you own, paying a fair price, and letting time work its magic.
@Tiger_comments @TigerStars
For me, I will buy when I feel comfortable about the price - irrespective if it is downtrend or uptrend. You are your own boss and you are in control of your trading. As long as the overall portfolio is in green, I will be happy.
Just like last Friday, I bought$UOB(U11.SI)$. To others, it might be overvalued. But for me, I m willing to pay for it as my average cost is still in green. [Bless]🍀🤑
This legendary guru has helped me to shape my investing philosophy and I can attribute my success today to his enduring tenets of Value Investing.
On this 60th Anniversary of Berkshire Hathaway, may Warren Buffett continue to be a beacon of inspiration to millions of people globally. Long Live Warren Buffett 🌈🌈🌈💰💰💰🍀🍀🍀
我個人覺得，巴菲特的方法背後是深刻理解週期和風險的智慧。雖然市場總在變化，但價值投資——尋找被低估、具備內在價值的資產——在長期來看，依然是散戶最值得堅持的黃金法則。尤其是在今天這種估值普遍偏高、波動加劇的環境裏，追求安全邊際，比單純押注熱門賽道更重要。
當然，時代不同了。人工智能帶來的產業變革讓市場節奏更快，新一代投資者也更傾向於短線和高成長。可換個角度想，正因爲技術進步太快，市場情緒更容易失控，真正懂得“耐心”和“價值”的人，反而更容易脫穎而出。
在我看來，巴菲特的方法不是過時了，而是更顯珍貴了。適應時代沒錯，但核心原則——理性投資、注重內在價值——仍然是我們穿越週期的護身符。或許，我們不必一味模仿巴菲特的每一個動作，但學會他那份冷靜與堅持，纔是對自己投資路上最好的保護。
截至3月底，伯克希尔拥有3340亿美元的现金储备，其中90%以上投资于短期政府债券。
其中，价值144亿美元、到期时间不到三个月的国库券被归类为现金等价物，而2864.7亿美元的国库券被列为短期投资。这些持股合计达3008.7亿美元。
大幅減持花旗集團（下跌73.5%）和美國銀行（賣出1.17億股）。蘋果持股從9.05億股減持至3億股。
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