Weekly Wrap: How to Invest Like Warren Buffett

In many ways, this is an unusual year for Warren Buffett and Berkshire Hathaway BRK.A BRK.B. For starters, Buffett, Charlie Munger, and the Berkshire team are holding their first in-person annual meeting in Omaha, Nebraska on Saturday since the start of the pandemic. Berkshire has also been especially active this year putting money to work, taking significant positions in Occidental Petroleum OXY and HP HPQ, and buying Alleghany outright. Plus, there's a shareholder proposal on the table to remove Buffett as chairman of Berkshire.

Looks like there will be plenty to talk about this weekend!

I sat down with Morningstar's resident Berkshire specialist, sector strategist Gregg Warren, to discuss all things Berkshire. Gregg shared what he thinks of the conglomerate's recent purchases, what fair value Morningstar assigns the shares today, and what makes Buffett tick as an investor. The full video is a great watch ahead of Saturday's event.

Here are some of my other favorite Berkshire and Buffett bits from this week’s Special Report: How to Invest Like Warren Buffett:

Is Berkshire Hathaway's Stock Undervalued? Warren Buffett's recent buying spree—including Occidental Petroleum, HP, and Alleghany—has barely dented the conglomerate's cash balance.

10 Questions to Ask at Berkshire Hathaway's Annual Meeting These are Morningstar's questions for Warren Buffett and his team.

Funds That Buy Like Buffett, 2022 Our annual review of the funds that own the same stocks as the Oracle of Omaha.

8 Stocks Warren Buffett Might Buy, if He Could The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough.

5 Takeaways From Berkshire Hathaway's 2021 Shareholder Letter Warren Buffett discusses why he keeps cash on hand, warns of "bloviated bull," and explains why he's not a stock-picker.

--Susan Dziubinski

Editor's Picks

2 Solid Utilities Stocks for Dividend Investors These high-quality dividend stocks are fine ideas for a watchlist.

Big Changes May Be Coming to Traditional Medicare Accountable care organizations may replace the fee-for-service model. Here's why that's concerning.

8 Stocks Warren Buffett Might Buy, if He Could The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough.

Central Banks Fight Inflation Amid Russia-Ukraine Conflict to Start 2022 We look at potential interest-rate hikes, soaring commodity prices, and investment opportunities.

10 Questions to Ask at Berkshire Hathaway's Annual Meeting These are Morningstar's questions for Warren Buffett and his team.

Bill Browder: A Scared Putin Will Only Escalate the Conflict Exclusive: Hermitage Capital CEO talks about Russia, Ukraine, and his new book.

Portfolio Planning and Personal Finance With Christine Benz

Can a Qualified Longevity Annuity Contract Aid Your Retirement Plan? Examining the pros and cons of this type of tax-deferred longevity protection.

3 Tricks for Getting the Most Out of Your HSA Enjoy maximum tax savings while preserving flexibility.

Mutual Funds and Exchange-Traded Funds

How Do Commodities Fit Into a Diversified Portfolio? What does the history tell us, and are there reasons to question it?

Why Schwab U.S. Dividend Equity ETF Is a Good Investment This fund maintains a low-cost portfolio of durable dividend stocks, says Morningstar's analyst.

How Much Are 529 Plans' Tax Benefits Worth? The tax benefits of 529 education savings plans, though complicated, are worth knowing.

Funds That Buy Like Buffett, 2022 Our annual review of funds that own the same stocks as the Oracle of Omaha.

The Pros and Cons of Market-Cap-Weighted Indexing It's not an ideal investment strategy, but it has been tough to beat.

Why 'Free' Robo-Advisors Aren't Really Free Hidden costs, cross-selling, and misleading marketing can be a problem.

Stocks

Warren Buffett and Berkshire Hathaway in 2022 Morningstar's analyst talks about Buffett's recent deals, what the stock is worth, and whether Berkshire will pay a dividend anytime soon.

Dividend-Stock Deep Dive: REITs These three companies are at the top of Morningstar's REIT coverage list.

4 Undervalued Technology Stocks to Buy Now This year's selloff in technology shares was so steep it left these companies undervalued.

5 Risks Facing the Market Right Now Inflation, rising interest rates, geopolitical risks, and other things to keep your eye on.

6 Charts on The Stock Market's April Downdraft Consumer stocks have provided some shelter from the storm, but big tech has resumed its decline.

Rekenthaler Report

Profiting From Lower Volatility Reducing risk isn't only about avoiding losses.

What Belongs in 401(k) Plans? Setting reasonable limits.

Sustainability Matters

Yes, Sustainability Is Important to Investors Returns-minded investors also think companies with good sustainability strategies make good investments.

The Long View Podcast

William Reichenstein: Avoiding Tax Headaches in Retirement The retirement-planning expert discusses tax-efficient withdrawals, Social Security-filing decisions, and how to dodge the "tax torpedo."

Commentary

Bitcoin in Your 401(k)? Not so Fast Why putting the popular cryptocurrency into your 401(k) is a bad idea.

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