Tom Gayner’s Q4 2025 portfolio reflects a masterclass in long-term capital allocation, with total holdings valued at $12.54B across 128 positions. Berkshire Hathaway remains the cornerstone at 12.84%, followed by a significant 8.31% stake in Alphabet. The portfolio is well-diversified into industrial and financial giants like Brookfield (4.78%), Amazon (3.74%), and Deere & Company (3.26%). This strategy emphasizes high-conviction “compounding engines” that balance steady growth with tech dominance.
China’s digital economy has transitioned from a “BAT era” (Baidu, Alibaba, Tencent) to a more fragmented landscape where new challengers like PDD and Meituan are reshaping the hierarchy.
This ranking highlights the scale of America’s top government technology and contracting companies. Oracle ($803B) leads the pack, followed by Palantir ($424B), showing how software and data analytics are now as central to government as traditional defense primes like Lockheed Martin ($114B) and RTX ($219B). Tech giants like IBM, Salesforce, and Cisco also feature prominently, reflecting the deep integration of enterprise IT into government operations.
This chart breaks down the revenues for the world’s largest carmakers, grouping brands under their parent companies. The standout insight: Toyota and Volkswagen each generate annual sales on par with the combined totals of several other major automaker groups.
Toyota’s revenue rivals the sum of BMW + Mercedes‑Benz, while Volkswagen’s is close to Ford + GM combined.
Source: MarketCapWatch
This heatmap shows the number of publicly listed companies headquartered in each U.S. state, based on MarketCapWatch data. Darker blues mark states with higher corporate density, lighter blues indicate fewer listings.
1. California dominates with 1,242 listed companies — more than the bottom 25 states combined.
2. New York (612) and Texas (498) follow, reflecting their finance and energy hubs.
This chart maps the world’s 30 most valuable companies — from Bank of America (founded 1784, Bank of America market cap is $375B) to NVIDIA (founded 1993, Nvidia market cap is $4.32T) — showing how corporate age and market value intersect.
Starting at $163B in 2000, Oracle’s market cap was halved by the dot‑com crash, bottoming near $57B in 2002. The company rebuilt through the mid‑2000s, only to face another dip during the 2008 financial crisis. Its 2015–2018 cloud pivot laid the groundwork for renewed growth, but the real inflection came post‑2020 — fueled by cloud infrastructure dominance, database leadership, and the AI wave — propelling Oracle to $865B by 2025.
This map spotlights the largest publicly traded company headquartered in each U.S. state, ranked by market capitalization as of September 2025. Source: MarketCapWatch
Charting the top 20 publicly listed CPG companies by market cap shows Procter & Gamble way out in front at $374.5 B, followed by Coca-Cola ($292.5 B), L’Oréal ($251.5 B) and Philip Morris ($251.5 B). US firms claim half the leaderboard, backed by household names like PepsiCo ($200.4 B) and Colgate-Palmolive ($68.8 B), while European heavyweights Nestlé ($243.1 B), Unilever ($160.3 B) and British American Tobacco ($122.1 B) firmly hold the middle tiers.
Source: MarketCapWatch
Ever wondered how the stock markets of the world’s biggest emerging economies stack up? Using Wikipedia’s definition of “emerging economies” and data from MarketCapWatch (as of Sept 2025), I charted the total market capitalization of all listed companies in each country — including those listed overseas.
Data source: MarketCapWatch + Wikipedia definition of emerging markets
This chart ranks major Fortune Global 500 companies by the steepest percentage drop in market capitalization between the end of 2020 and mid‑2025, using USD‑denominated data from MarketCapWatch. Only publicly listed companies were included; state‑owned enterprises, private firms, and entities with frozen or unreliable market caps were excluded.
I recently installed an Emporia Vue with monitoring for the individual circuit my water heater is on. It captured the very significant difference in energy usage from replacing resistive heat with heat pump.
Post inspired by this recent comment about how useful 120 is (or 240 in this case), because its can be evenly divided so many ways: https://sh.itjust.works/post/40842670/19379837
p3x.de
KaKi87
ikt
FiniteBanjo
fossilesque
noumenon
plankton
inlandempire
Otter
misk
Justas🇱🇹
Sunshine (she/her)
Misha
kersploosh
Sunshine (she/her)
ToastedRavioli
Blaze
