From Nasdaq: 2024-11-11 04:05:00

The Bill & Melinda Gates Foundation has issued $78 billion in grant payments as of December 2023, thanks to the BMGF Trust’s 11.4% annual return. With $48 billion invested in 23 positions, Microsoft and Berkshire Hathaway account for 54% of the Trust’s holdings, outperforming the S&P 500.

Microsoft’s strong growth engines in commercial software and cloud services position it as an industry leader, with a significant market share and a focus on integrating AI features into its products. Financially, Microsoft reported a 16% revenue increase in Q1 of fiscal 2025, driven by cloud services growth.

Berkshire Hathaway, led by Warren Buffett, excels in insurance float, allowing for strategic investments that have increased book value per share by 80% over five years. The company’s underwriting discipline has led to profitability, with a combined ratio of 89% below industry averages.

Despite a 6% decline in operating earnings in Q3, Berkshire Hathaway remains a strong investment due to its consistent profitability and solid underwriting practices. Wall Street projects 5% annual growth through 2026, underscoring Berkshire’s financial stability and long-term potential.



Read more at Nasdaq: Billionaire Bill Gates Has More Than 50% of His Trust Invested in 2 Brilliant Stocks