|
|
|
|
|
|
|
18.05.26 - 12:15
|
Milliarden-Exits bei Berkshire: Radikaler Rauswurf von Amazon, Visa & Mastercard (Sharedeals)
|
|
|
Das am 15. Mai frisch offengelegte 13F-Filing von Berkshire Hathaway für das erste Quartal 2026 schlägt immense Wellen. Es war das erste Update unter dem neuen CEO Greg Abel, welcher direkt mal einige historische Grundsätze von Warren Buffett bricht – insbesondere bei Tech- und Airline-Werten. Berkshires Portfolio erlebt eine radikale Neuausrichtung. Der „Großputz” Delta Air […]
The post Milliarden-Exits bei Berkshire: Radikaler Rauswurf von Amazon, Visa & Mastercard first appeared on sharedeals.de....
|
|
|
18.05.26 - 03:00
|
Complete Q1 13-F Summary: The Fireworks In Berkshire′s Post-Buffett Portfolio, And Everything Else (ZeroHedge)
|
|
|
Complete Q1 13-F Summary: The Fireworks In Berkshire's Post-Buffett Portfolio, And Everything Else
Friday was the 15th of the month 45 days after quarter end, which means we got a flood of 13F reports indicating what asset managers were long as of March 31. We will do a summary recap below of all the biggest names, but as usual we start with Berkshire due to its traditional lack of turnover and corresponding price impact of the stock of new positions or liquidations. And we should underline "traditional" because in Berkshire's first full quarter under Warren Buffett replacement Greg Abel, who took the reins at Berkshire this year after Buffett stepped down following six decades at the helm, the new CEO took a machete to no less than 14 existing position which he dumped unceremoniously.
But first, let's look at the additions of which there were two: one big one and a much smaller one.
Starting with the former, Berkshire unveiled a new $2.6 billion stake in Delta Airlines, reig...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
11.05.26 - 16:24
|
Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation (24/7 Wall St.)
|
|
|
Bernstein raised its price target on Delta Air Lines (NYSE:DAL) to $88 from $81, reiterating an Outperform rating on the carrier. The firm's thesis centers on Delta's superior “fuel insulation,” a structural edge that matters more as oil prices remain elevated. For prudent investors, the price target raise signals that Wall Street views Delta stock ... Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation...
|
|
|
09.05.26 - 19:15
|
These airlines stand to benefit most after Spirit collapse: Analysis (The Hill)
|
|
|
Several of America's largest airlines could profit from the recent demise of Spirit Airlines, according to a new report — if only by a little. A YouGov analysis released on Friday found that people who previously considered booking flights through Spirit also rank United Airlines, Delta Air Lines and American Airlines among their top choices.......
|
|
|
|
|
07.05.26 - 17:18
|
UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS (24/7 Wall St.)
|
|
|
UBS just turned more bullish on one of the airline industry's premium-strategy poster children. The firm raised its price target on Delta Air Lines (NYSE:DAL) stock to $95 from $86 and reiterated a Buy rating, pointing to a margin and earnings trajectory that looks structurally different from past airline cycles. For prudent investors, the call ... UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS...
|
|
|
05.05.26 - 21:46
|
Delta cutting free snacks, drinks on hundreds of flights (The Hill)
|
|
|
Delta Air Lines will soon end its free snack and drink service for most passengers on flights under 350 miles. The change comes amid growing cost pressures on the airline industry amid the war in Iran, which has spurred rising airfares and increased fees for checked bags and other services. But a spokesperson for Delta......
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
