About this episode
Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. Walmart’s Q4 Exceeded Expectations Nvidia’s Stellar Quarter and AI Demand Home Depot Felt Macro Pressures in Q4 Berkshire Hathaway Releases Its 13F SPY and VOO People and Process Pillar Ratings Why Does Vanguard Have a Better Rating? Structural Differences Between SPY and VOO Outlook for Vanguard in 2024 Vanguard’s 2024 International Business Outlook Advice in 2024 Read about topics from this episode. Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More Nvidia Earnings: Revenue Boom Fuels AI Hype Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4 Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking What’s in Store for Vanguard’s Funds, ETFs, and More in 2024 What to watch from Morningstar. Walmart Stock Split and Earnings Are Coming Up. What to Expect. Should You Bet on Online Gambling Stocks Now? When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM? Read what our team is writing: Ruth Saldanha Mo'ath Almahasneh Daniel Sotiroff Susan Dziubinski Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.