[OC]Warren Buffett’s Portfolio 2000 vs 2024Q2:🥤Coca-Cola and 🔴American Express might be Buffet’s favourite

    by giteam

    5 Comments

    1. Source:

      [https://www.berkshirehathaway.com/2000ar/2000ar.pdf](https://www.berkshirehathaway.com/2000ar/2000ar.pdf)

      [https://www.forbes.com/sites/bill_stone/2024/08/18/berkshire-hathaways-second-quarter-2024-portfolio-moves/](https://www.forbes.com/sites/bill_stone/2024/08/18/berkshire-hathaways-second-quarter-2024-portfolio-moves/)

      Tools: Figma

      We’ve got more charts on our Substack here: [https://genuineimpact.substack.com/](https://genuineimpact.substack.com/)

    2. Thanks for the data. It looks pretty great overall, though I have to be frank and tell you that it took me a while to notice you are trying to compare two periods. I think it is how your title is organized and the fact that you depend on the arrows from the title to the circles to tell the reader that each circle is a given year.

      Trying to provide constructive feedback 🙂

    3. This is a portfolio of public companies and it represents less than 30% of Berkshire assets.

      When Buffet really likes something, he buys it. Berkshire bought GEICO 1996. GEICO would be worth more than Coca-Cola and American Express together.

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