Buffett's Gone. Time To Buy? 🤔

That’s 5 sales in 4 months. 28 all time. And the performance?

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^{*According to Masterworks data. Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.}

Warren Buffett's baby is having a rough year, and that might be exactly the point.

$BRK.A ( ▼ 0.2% ) BRK.A is down 6% year-to-date to $706,000. Class B shares sit at $470. Since Buffett dropped his retirement bombshell last May, Berkshire has shed 13% while the S&P 500 is up 26%.

That's a nearly 40-percentage-point gap. Let that sink in.

The stock now trades below 1.4x estimated Q1 book value, down from 1.8x a year ago. The market is pricing in a lot of uncertainty about life after Buffett.

But here's where it gets interesting.

Longtime Berkshire analyst Chris Bloomstran puts intrinsic value at $855,000 per share — about 21% above where it trades today. UBS has a Buy rating with an $871,000 price target, pointing to Berkshire's diversified earnings and its absolutely ridiculous $373 billion cash pile.

One investor called it "the ultimate HALO company — heavy assets, low obsolescence." Think: a railroad, an energy business, and one of the most profitable insurance operations on the planet. Not exactly the stuff that gets disrupted by an AI chatbot.

New CEO Greg Abel takes the wheel at year-end, and the market clearly isn't thrilled about the transition. But Berkshire's actual business hasn't changed.

Oh, and Berkshire started buying back its own stock again in March after a two-year pause, picking up $200M+ worth. With shares lower since then, that program may have quietly ramped up.

Earnings drop May 2. Same day as the annual meeting. Could be a catalyst.

TL;DR

1. Buy the Buffett Discount Berkshire is trading 21% below what analysts think it's actually worth. The market is spooked by the CEO change. The business hasn't changed.

📌 Action: Pick up $BRK.B ( ▼ 0.26% ) shares now while they're under 1.4x book value. Set a target around the $520–$540 range analysts are pointing at. Hold through the May 2 earnings catalyst.

2. Ride the Buyback Signal When a company with $373 billion in cash starts buying its own stock back after a two-year pause, that's not a coincidence. That's the company saying "we're cheap."

📌 Action: Follow Berkshire's lead. Add $BRK.B ( ▼ 0.26% ) on dips. Buyback programmes tend to put a floor under a stock. Let them do the heavy lifting.

3. Use Berkshire As Your Recession Hedge
Insurance, railroads, energy. These don't go to zero when the economy wobbles. With the S&P running hot, Berkshire's 13% underperformance makes it a cheap defensive play.

📌 Action: Rotate a portion of any frothy tech or growth holdings into $BRK.B ( ▼ 0.26% ) as a ballast position. You get stability, upside potential, and a war chest that could deploy at any moment.

Wall Street just made a massive move into a small group of stocks tied to AI, energy, and emerging tech.

We tracked the buying and uncovered 10 names being accumulated right now.

See them inside The 10 Best Stocks to Own in 2026 report.

View the 10 Stocks

New York City is about to get its first-ever live casino table games. And it's happening next week.

Resorts World New York City is set to open at Aqueduct Racetrack in Queens, pending final sign-off from the New York Gaming Commission.

Resorts World didn't just slap a roulette wheel on an existing slot floor.

They spent $5.5B transforming what was a video lottery terminal operation into a full-scale casino resort. It's run by Malaysia's Genting Group, which already operates casinos in Las Vegas, Singapore, the UK, and beyond. So they know what they're doing.

Until now, if you wanted a blackjack table in New York City, your options were basically: drive to Atlantic City, Connecticut, or stare sadly at your phone.

That changes next week.

Resorts World is positioned to catch casual locals and the flood of high-rollers and international tourists who run through NYC but have had zero options once they land.

Two more licenses were approved in December. Hard Rock (backed by Mets owner Steve Cohen) is building near Citi Field in Queens, and Bally's $BALY ( ▲ 6.64% ) is going up in the Bronx near Ferry Point.

But here's the kicker: both are ground-up builds, with 2030 opening targets.

That gives Resorts World a multi-year monopoly on full casino gaming in New York City.

Atlantic City and Foxwoods just felt a chill.

1. Ride the Resorts World Monopoly Window
NYC's first live casino is open — and the next competitors won't arrive until 2030. That's years of captured foot traffic, tourist spend, and high-roller revenue with zero local competition.

📌 Action: Look at Genting Group $GENT on the Kuala Lumpur Stock Exchange. The NYC operation is a major growth catalyst and the market may not have fully priced in the monopoly runway.

2. Bet on the Broader NYC Gaming Boom
Three casino licenses approved. Billions in construction. A new entertainment vertical opening up in the most visited city on earth. The rising tide lifts all boats.

📌 Action: Consider Bally's $BALY ( ▲ 6.64% ) as a speculative long. It's early stage on the NYC project but a confirmed license holder — meaning long-term upside if you're willing to be patient until the 2030 build-out materialises.

3. Play the Atlantic City Bleed
Every dollar spent at Resorts World Queens is a dollar not going to MGM's Borgata or Caesars Atlantic City. NYC locals and tourists now have a closer, shinier option.

📌 Action: Monitor $MGM ( ▲ 1.54% ) and $CZR ( ▲ 0.68% ) for weakness in their Atlantic City revenue lines. If earnings show regional casino softness, that's your signal to reduce exposure or rotate into operators with stronger NYC or Las Vegas weighting.

A California judge tossed Musk's fraud claims against OpenAI in the bin on Friday.

But before you call it a win for Sam Altman, there's a catch.

A trial still kicks off April 27 — covering Musk's breach of charitable trust and unjust enrichment claims. So this fight is far from over.

Here's the backstory in 10 seconds:

He's now asking the court to flip OpenAI back to non-profit status, boot both Altman and President Greg Brockman from their roles, and hand him $150 billion in damages — which would go to OpenAI's charitable division, not his pocket.

Yes, $150 billion. With a B.

Microsoft currently holds a 27% stake in OpenAI, making it the world's most expensive "charity project" depending on who you ask.

Musk isn't suing for money for himself here. He's suing to blow the whole thing up.