The Oracle of Omaha has jettisoned over 427 million shares of Bank of America since July 2024, but has built up Berkshire's position in a business with well-defined competitive edges for four consecutive quarters.In just under two months, Berkshire Hathaway's (BRK.A 0.30%)(BRK.B 0.20%) billionaire CEO Warren Buffett will retire from overseeing day-to-day operations and hand the reins over to Greg Abel. It'll be a bittersweet moment for Wall Street and Berkshire's shareholders given that the Oracle of Omaha ...

You could pick up shares today and pay less than Buffett did! The big question is, should you?Billionaire Warren Buffett is a lifelong proponent of value investing, famously counseling in 1989 that "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." So when he adds a new company to his Berkshire Hathaway (BRK.B 0.20%) portfolio, you know he thinks it's a solid business that's worth the price he paid.Or, better yet, an even cheaper price.Right now, one of th ...

Key Points DaVita is cheap considering its long-term growth potential. Buy Kraft Heinz for its high yield, stay for the restructuring that could unlock the food company's underlying value. Pool Corporation is a recent Buffett buy that could make for a great long-term holding. 10 stocks we like better than Pool › Warren Buffett is a legendary investor who needs little in the way of introduction. Since he took over Berkshire Hathaway in 1965, shares in the Omaha-based holding company have generated ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to POOL CORPORATION (Exact name of registrant as specified in its charter) 109 Northpark Boulevard, Covington, Louisiana 70433-5001 (Address of principal executive ( ...

沃伦·巴菲特投资策略 - 投资策略核心为在具有吸引力价格时买入优质公司并长期持有 [1][7] 可口可乐投资亮点 - 公司是巴菲特长期成功投资之一 数十年来受益于其增长 [2] - 公司为股息之王 连续六十多年每年增加股息 [2] - 公司拥有行业领先的消费必需品业务 具备强大商业模式 拥有标志性品牌、全球分销体系、顶尖营销和创新能力 [3] - 公司估值合理甚至略显便宜 股价与销售额比率、市盈率、市净率均接近或略低于五年平均值 [4] - 业务表现良好 第三季度有机销售额增长6% 远超最接近竞争对手的1.3% [4] - 股息收益率约为2.9% 是可靠的股息股票选择 [5] Pool Corp投资亮点 - 公司是伯克希尔哈撒韦投资组合中较新的持股 [6] - 其业务为长期增长而构建 [7]

巴菲特指标市场估值 - 巴菲特指标（总市值/GDP）处于219%的历史高位，远高于其认为“玩火”的200%阈值 [2] 星座品牌公司分析 - 伯克希尔哈撒韦于2024年第四季度建仓星座品牌，并在2025年第一、二季度增持，目前持股7.7%，价值约19亿美元 [5] - 公司旗下科罗娜和莫德罗等高端啤酒品牌拥有强劲的市场地位 [6] - 股票远期市盈率为12倍，相对多数股票具有估值吸引力 [8] - 2026财年上半年公司产生11亿美元自由现金流，管理层将部分现金流用于股息计划，并在2025年9月前完成6.04亿美元股票回购 [9] - 公司毛利率为51.08% [8] 莱纳建筑公司分析 - 伯克希尔在2025年前两个季度同时买入莱纳建筑的A类和B类股票 [10] - 公司是美国最大住宅建筑商之一，美国持续的住房短缺问题利好其长期增长前景 [12] - 股票远期市盈率低于14倍，估值具吸引力 [13] - 公司毛利率为19.53% [12] 普尔公司分析 - 伯克希尔于2024年第三季度建仓普尔公司，此后每个报告季度均增持，目前持股9.3%，价值超过10亿美元 [14] - 公司股票交易于26.6倍预期市盈率，最新季度净销售额同比仅增长1%，稀释后每股收益增长4% [15] - 公司拥有持久商业模式和强劲市场地位，现有泳池维修和保养收入占总收入超60%，现金流可预测 [16] - 美国泳池平均年龄增长可能推动维修收入增加，人口向温暖气候迁移趋势可能提振新泳池安装需求 [17] - 公司毛利率为29.60% [16]

Key Takeaways Pool Corp's Q3 EPS of $3.39 and revenues of $1.45B beat estimates and rose year over year.Steady maintenance demand and early signs of new pool construction stabilization boosted results.POOL advanced digital tools, expanded POOL360 use and outlined a new innovation-focused roadmap.Pool Corporation (POOL) reported third-quarter 2025 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased from the prior-year quarter's actuals.During the quart ...

Goldman Sachs sets a price target of $360 for Pool Corporation (NASDAQ:POOL), indicating a potential 19.88% increase.POOL reported quarterly earnings of $3.39 per share, slightly above the Zacks Consensus Estimate.The company generated $1.45 billion in revenue for Q3 2025, modestly surpassing expectations.Pool Corporation (NASDAQ:POOL) is a leading distributor of swimming pool supplies, equipment, and related leisure products. Operating within the Zacks Leisure and Recreation Products industry, Pool Corp. s ...

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