Warren Buffett’s stock picks in 2023, plus what to expect in 2024

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AI Summary

Summary: Warren Buffett’s Investment Strategy Entering 2024

• Warren Buffett’s Holdings:
  • CEO of Berkshire Hathaway.
  • Successful investor known as the Oracle of Omaha.
  • Over 40 holdings in Berkshire’s portfolio.
  • Notable interests in Occidental Petroleum, Apple, and BYD.
• Investment Patterns:
  • Companies gaining attention due to Berkshire’s investments.
  • Occidental is a significant holding, requiring regulatory filings.
  • Apple remains a top holding and continues to draw focus.
• Potential Shifts in Strategy:
  • Buffett has traditionally avoided high P/E and book value stocks.
  • Missed early tech investments like Amazon.
  • Speculation on whether Buffett will invest in AI companies in 2024.
  • Possible interest in Salesforce or NVIDIA on a pullback.
• AI and Tech Investments:
  • Apple not seen as a major AI player despite upcoming product launches.
  • Buffett sold off shares in HP, an early AI investment.
  • HP expected to be influential in AI-powered PCs market.
  • Speculation on whether Microsoft will attract Buffett’s investment.