Reddit Posts
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Why would you not invest in Berkshire Hathaway ?
Hello, my name is Holder, Bagus Holder. I am an AMC Hopium Addict
Occidental Petroleum Redeems 6.5% of Preferred Stock Held by Berkshire Hathaway: the mechanics of this redemption
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Hindenburg's Short Research Accuses Jefferies Financial That Managed ATM Offerings of Icahn Enterprises LP (IEP) of Committing "Sell-Side Malpractice" and Seducing Retail Investors
Snowflake Inc. (SNOW) is Trading 140ish Now But the Fad Stock of 2020 is Still Being Chased by Retail Investors. You Cannot Outrun a Falling Star
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Fad Stock Snowflake (SNOW) Still Enchanting Retail Investors: But Lack of Cost Control and Unwieldy Business Model Translate to Fair Value Way Below Current Level of $140
Buffett's Take on Paramount Global: "It's a great way to meet girls ... but it's not fundamentally a good business."
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AMERICAN RARE EARTHS FUTURE SPAC AUS - USA 🚀 🚀 🚀
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Energy Investment, Berkshire Hathaway, Pipeline Hack
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U.S. weekly jobless claims hit one-year low in boost to economic outlook
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GME Proxy-War! Comparing ETF $XRT to the $GME chart proves Hedge Funds are trying to hide their moves!
Mentions
BH has higher market cap than MU while just sitting on cash.
Yeah, that seems to be mostly what they did. If so, that's a very clear, "We don't really see any opportunities right now, but the cash is losing value so let's turn it into BH shares."
BH just owns Boise lol.
why risk anything at this point for BH? just do nothing with minimal risk and make $100B/yr
Of course it is because you bought at absurd level near their all time high. Please buy so I can sell.... BH. 🤷♀️
I've been getting ads non-stop for ssd's from Corsair and BH photo and for Apple device leasing. TOP IS IN AND YOU CANT TELL ME OTHERWISE.
He is not running BH anymore. As an insititunional investor when BH want to buy they are not looking for small returns or small shares, they prefer to become largest shareholder or out rightowner of the company. He has said so in many interviews that they let go of many oppotunities because they dont understand the business to value it or the opportunity is too small for them. They have always been comfortable sitting on large sums of cash to move it at a time they see fit.
The question isn’t whether they’d clean up in a downturn. The question is - could they have come out well ahead by staying fully invested and weathering a downturn, vs. waiting and waiting and waiting during expansions for a decent entry point. BH is essentially its very own Private Equity fund. When others caught on to the BH formula and started their own actual private equity, they snapped up all the good deals along with a ton of bad deals now poisoning them. So BH is watching the private equity collapse looking for overlooked good opportunities to fall down and get sold off because PE is over-leveraged and over-extended. What BH will do in the PE collapse is go shopping; no doubt they have their eyes on a short list of cream missed in with the soured milk of the locked up firms. As far as the broader markets, BH is shopping a market already picked over by the imploding PE firms. BH has no choice but to wait for a quality baby to get thrown out with the shit-filled bath water of all the bad PE investments, toxic leverage and refreshing increasing high-interest loans.
It’s in the news, BH bought google shares at 350 a piece. So if you go onto the market today and buy it at market price, you’ll get yourself a better bargain than old man Buffet did.
There are not many good deals to be bought right now, BH has a wait and get it on sale approach that usually works. This new market manipulation shit is really throwing a wrench into the strategy.
Yes, but they also own lots of cash generative businesses and financial institutions. Those institutions are required to hold significant reserves in relatively liquid assets to meet their liabilities and wind down plans in the event of failure - it’s called capital requirements and solvency margins. Those assets are ring fenced and absolutely not available for BH to invest. So BH’s free cash and equivalents is around half that total number. They’ve exiting or trimmed certain stocks but you’re talking tens of billions which, for a group with their market cap, is a drop in the ocean. Finally, nobody in this sub strikes me as a Buffett or Munger.
25% pullback from market tops Berkshire does get a boost, but it not epic. Brekshire makes money hand over fist when buying the best stuff out of impending or actual bankrupcy under federal regulators oversight. The fact that they are the only ones who need not go to the bankers before a deal is made. The 70% of most companies are flowing cash, are not eating everything in expansion are what BH wants to absorb, and limiting the 30% lines of business drives most mega corps to the brink.
Long term gold has a historical return of exactly… check notes… ***[zero](https://download.ssrn.com/13/05/04/ssrn_id2260836_code16198.pdf?response-content-disposition=inline&X-Amz-Security-Token=IQoJb3JpZ2luX2VjECIaCXVzLWVhc3QtMSJIMEYCIQChpchQm79gkjGSTFdj4CNdFS%2F7yVK0lX93tDBNS32qMwIhAJcrmXkuPjUq5Gos9GN%2FF5KrHn2c%2BcZEevfEC6QrUJZ6KsUFCOv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQBBoMMzA4NDc1MzAxMjU3Igx6BVImJL6bW9f9FDQqmQVY9Wq23e13wrWZVFqkC3HSxvnObuYX4NvUPFoy2aghevh%2Fqu4Ir%2F5paUs4FNScVxrvimEWBXi8iq2M%2BjgcPdmzJR7vb1vlBRKNhHTp%2B9wKc5FofjDCkjPhFGpabv8Oj9HT%2BTT%2FFm1ZNGU6lCY0kJT5xw3%2BCrbyW7RVp%2ByJ6f%2FnkCO3IOVUvIiiGLSoLPR9vuQzZyCSk8K2aWkhp16EGV8VVjmq3hU7Kb%2Bu7wxcppihvG2YoJQtUx8qOPF%2FD%2Fq%2F6l8qaBmsbkMlNr27T5aOV3Ubb8zCpuB9stlDFwx8bJ4L0uPV2zqKaIUtmDkg%2FYeuGT3QtgtKt6Mu%2FWW8U1uaE1Dj5N0sMQNmfBu9bZACxKOt9NJfLS8dqMenXSFf1e08m%2FFPjksW5N74Hfs7CooV%2Bpqllk27%2Ff3sJPbo2MqnIbqveqe6lJDK5tGJxmf3HSZWGJ7vNRmFgrjwE%2BCh9xEWTQC%2FygESiq%2BYx2QVUSFZdh0lAY%2B5%2BawJDAtaTN6kzb%2Ffb5ddwgmi03P0VLw0Vyzb%2BQlSsizK4coumxFQs6jqTHsjOZKxbYwyZ3r86FrdJRCxMarIE32cFkInuWO4ixAIFutsHwbto7b%2B7BmQCYiRtL%2FRb89KYm5ZhN2Tv0ecHv5u%2FB90D9ONQ6bYySjrc3VEvDV9rHHhMht7rWn3vS6thC5owAQcXfRx%2FfSFTxuBBeIImxpV08lR%2BZk3dC3yK%2FIj2tU61AmiGrzWtvQ8%2Bp%2F0MUehJwgPHvgHH5bXEGMtTbY6YuyAvEEa28mMqA9lhzaIylSU4zmBAWZpZPK3SpetVx%2FD9sL8nYpqplX93JnW%2FQYYUcYraYum9sRSRtJ0KcRQooAZw8IjXbYNd5%2FHH3l7sqsoA0vOFMLIg1SacjDPv6bRBjqwAfmTHfue9%2B8SaXzwc5C%2FBYPx3enmnAjqVfNTvFwJPdp0Vymk3k6%2BH7tFCF7JPMZbkOiLMnkXDc9vMEa%2BObjeNxDGIWTm18TEkYvnBK8EAac8YMyHHt8cLLzcxAdr4uDeoHabBtfdqhtQB1FPIo5hzOXnW%2Bjwao76o1cLwudlhDh7z5NXh3E8p4Ro6uhv04SxH41xdTGi9asH90WBBSNVtirjk2PFOvJzkKuN1%2BQd7TP9&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20260610T182747Z&X-Amz-SignedHeaders=host&X-Amz-Expires=300&X-Amz-Credential=ASIAUPUUPRWEUYL5TTB6%2F20260610%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=b61c46b6b7b0c3ff8038958c8ab67fc0b325cf1d73b0b34b46dcf9ad7e4db759&abstractId=2078535).*** On on average over a long period of time it literally ***matches inflation.***
I thought Google’s move was 80B? 10B from BH.
BH has been sitting on giant cash reserves for like 15 years
Iodine and openAi apparently can't print fast enough. #BH. PRINT.
That’s awesome bro! Well I hope you have continued success gotta love being the OG BH 😂😭 I’ve been there lmao
I've basically adopted same approach. Believe in BH and conservative portfolio theories but this ratio still provides me enough cash to cover almost any expense. I've started trying to add more international I have not been able to pull the trigger on Bonds at current interest rates
I mean it does not take a genius to infer that they are holding that large cash position to hedge against a downturn without risking the funds tying them up in actual hedging strategies. And it's reasonable to surmise that if there were a downturn, BH would likely want to mobilize some of that capital to buy good companies at great prices. As Warren says, the stock market is a tool for transferring wealth from the impatient to the patient. This is just a function of a patient strategy. They have plenty invested. They're hedging by not overextending into a frothy, manipulated market (thanks team Trump) and holding cash in reserve that they can deploy whenever it makes sense, which right now it does not. Obviously this is speculation but it aligns with statements made by BH and Buffet.
Economist just had a good article on BH vs Softbank. Paywall, but for those with subscriptions. >Only one of Berkshire Hathaway and SoftBank can survive; The two represent competing visions of the future https://www.economist.com/business/2026/05/06/only-one-of-berkshire-hathaway-and-softbank-can-survive
He's long said that finding values in the current milieu has been difficult, hence the large cash reserves. A correction would provide likely the opportunity to buy things BH has been eying, only cheaper. WB has also said repeatedly that a poor company but a good value is still a bad investment, preferring well-run companies as a fair price. Ultimately though, despite the history of bon mots that investors cling to like the Gospel, BH's performance this past decade was in huge part based on their significant stake in Apple. The other performance was simply rounding errors.
First of all to be clear Warren Buffett is RETIRED. Greg Abel runs the company. He’s been trained by Buffett for many many years. Do I think Buffett is still involved sure, but we need to think about that. In addition he owns massive amounts of Apple BUT that was bought by one of the Teds or a Greg, because as Warren has said repeatedly he doesn’t buy companies he doesn’t understand and Apple/Tech was something that he didn’t understand. But that’s the point: being WB, he’s smart enough to hire people younger than himself who do understand and to listen to their advice which is why BH owns so much Apple and it’s doing well. But Abel is doing exactly what Buffett trained him to do which is a fair company AT a A FAIR PRICE. The money is sitting there so that when he sees a company come along that he thinks is the next wave and is undervalued that he can buy at a great price it’s there to be deployed.
BH makes it right as their buying a stock moves the market. Wish I had that effect.
They buy alot of shares in very big companies. They historically avoid tech except for Apple. They buy alot in dips as their buys move the stock price and market so much. They dont buy very often but when they do its big. If you are waiting on BH to buy, you will be waiting a while.
It will take one hell of a dip to justify the BH cash sitting on the sidelines.
I don’t think any single individual should look at what BH is doing to inform their personal investment decisions. With that said. BH owns massive positions in Apple, Amazon, and Google, which in turn invest heavily in and/or own massive positions in AI technology and/or AI adjacent companies. Also, BH’s cash position is likely a reflection on their strategy around conservative investment and market valuation rather than any reflection on the viability of AI technology. But maybe I’m wrong; I have not paid attention to what Buffett/Munger or whoever now runs BH thinks about AI.
[https://ibb.co/BH1srk5S](https://ibb.co/BH1srk5S) hahahahahaha hahahahahahaha. 50% of the big 4 cloud providers commitments is just 2 companies, openai and anthropic.
You dont know their board and the collective managers and culture of BH well enough...if you think theyll change course, youre really fucking regarded.
I truly believe the market will keep pumping until the board of BH changes course and begins to invest, then the market will take a huge dump.
Pro BH and others funds I have invested in that have received even higher returns than the BH fund. I get why people are skeptical, but the math is pretty straightforward. On a $100,000 account, $300 a day over 20 trading days is about 6% per month. With proper risk management, like limiting exposure to around 2-5% per trade and having a max loss rule, it’s not about guessing big wins, it’s about consistent small edges adding up over time. I’m not saying it’s “forever” but I am saying it’s mathematically possible in a liquid market like forex if the system has an actual edge and controlled risk. I’ve seen it play out over time in real conditions. What I’m most frustrated about is that some of the strongest opinions in this thread are coming from people who aren’t actually invested or exposed to the strategy, yet they’re speaking in absolutes and potentially discouraging others from something they’ve never experienced firsthand. I’m not here to convince anyone, but I do think people should be careful about dismissing something that could genuinely change someone’s financial situation without understanding it.
I wouldn't have pegged you for a Robinhood man BH.. I thought better of you
Berkshire Hathaway Pivots to becoming a semiconductor supplier with a name change to BH-AI
You don't lose if you borrowed against them and the stock goes to zero (BH). File bankruptcy on the loans! It is a win win. The rich do this all the time.
TradingView. Us-ETF. 12 Month lookback as described in one comment. But others as well. Dont get me wrong. The idea is great. The strategy comes with a significantly reduced drawdown compared to BH, but as mentioned before, the yearly performance is far from what I could reproduce.
It’s meaningless to watch the performance of BH’s recent investments.
Buffet is holding a lot of cash. So is BH. The Bigleheads on Reddit are gonna flame him hard. He needs to be taught a valuable lesson.
Please correct me if I’m wrong but isn’t the market closed tomorrow? For the BH?
Warren Buffett attributes the success of BH to a handful of great investments over the long history of the business. he said they made a few bad ones but largely have made so-so investments over the years. (letter in 2023 I believe) I love learning about businesses and I like listening to earning calls, I have a 5% carveout in my portfolio to try and buy a few of those companies but largely their successes or failures will have little to do with my personal success. But the reality is that I've only got so much time equity to dedicate to making right decisions. Warren has ALOT and it was still hard for him to pick winners. I take solice in that and enjoy what I enjoy but largely am satisfied capturing the markets returns for the lion share of my portfolio.
Everybody loves when Apple and BH do it.
Why does this feel like the Buffett UHC setup all over again? Well known stock gets trashed and everyone dumps on it. BH rushes in to snatch up shares at a discount. I'm tempted to get leaps on this just to see what happens
First, thank you for being the type of teacher that teaches beyond the textbook and educates your students. I have no option plays for you, however I would suggest you think about how BH was built and how you can get out in front of trends.
The BH in BHAT stands for BAG HOLDER
It’s amazing to me a behemoth like BH can even function. So many subsidiaries, so much organizational complexity, it’s amazing they can manage so many different businesses.
So you're saying it's priced in and BH is a buy?
I don´t disagree with you, but to be fair, BH is basically an actively managed fund with exposure to private equity and public holdings at this point, only without the fees. OP´s choice was not a bad one.
You’re asking two questions: 1. How much should I keep for an emergency fund (obviously an absolute number that’s realtive to your expenses). 2. How much should I keep on the sidelines in case of a crash to ‘buy the dip’. For #1, I keep 12mo of expenses in BOXX because my HHI comes from very unstable revenue streams and I’m in high brackets. For #2, that entirely depends on your philosphy and, critically, your time horizon. If long-term, I think most would argue that you should always be invested (no cash) unless you have a very strong driving thesis that you could defend (eg. Buffet and BH’s current cash hoard). *How* you distribute those investments might be the more interesting question: Portion in cash-like entities (eg bonds)? Highly diversified portfolio so you can harvest winners and buy-the-dip in losers? Or just be a Boglehead and always be invested in the total market. I don’t really know the answer, so curious to see what others think. Personally, I’m just a VT and chill kind of guy.
I think we just want it to be for Bulls n BH. But it says "majority of", and it doesn't say "sporting events". Probably not those Wiggles shows either. It's a start, as long as they don't have any big issues.
It sounds good. I’m getting in BH capital
I know a lot has been going on in recent weeks, but some things you might have missed that are absolutely critical pieces of information: * [The USD makes up just 40% of global foreign currency reserves](https://www.binance.com/en-BH/square/post/35570835170529), falling about 5% in 2025 (gee I wonder why?), down from 50% as recently as 2023 and from 55% as recently as 2017 (again, really interesting timing with the decline). On a related note, last year gold surpassed the USD as a percentage of foreign currency reserves. * [December was the worst month for pending home sales ever recorded](https://wolfstreet.com/2026/01/21/pending-home-sales-plunge-across-the-us-midwest-sees-worst-sales-on-record-northeast-2nd-worst/) (-9.3%), bringing the total decline last year to 3%. Pending home sales have fallen every year for the past 4 years and are near record lows. * [US shipping volumes in 2025 fell 0.4% yoy](https://www.descartes.com/resources/knowledge-center/global-shipping-report-december-imports-increased-but-ended-2025-lower-year-over-year) despite being up 10% earlier in the year due to a complete collapse in Q4. * [2025 was the worst year for hiring since 2020](https://www.nbcnews.com/business/economy/december-jobs-report-unemployment-rate-rcna253115), with just 584,000 jobs added a steep drop from the more than 2 million jobs added in 2024. Notably this is before expected downward revisions. On a related note, [2025 saw 1.2 million jobs cuts announced in the US a nearly 60% increase yoy and the worst since 2009 outside of the pandemic](https://www.challengergray.com/blog/2025-year-end-challenger-report-highest-q4-layoffs-since-2008-lowest-ytd-hiring-since-2010/). * DXY is down almost 1.5% ytd and more than 2.5% in the past 5 days alone despite the DXY falling about 9% in 2025, the biggest decline since 2017 (again, interesting timing). Anyway, good luck to everybody in this new year its shaping up to be a rough one.
even if BH sells they still pay 7% div and there is not that much downside give the current cash flow. solid company that is not going anywhere despite the small mkt share loss. it is possible ofc that the mgmt fcks things up but that would take some effort and I am betting that even incompetent management can’t drive this to the ground any time soon. hence I am long with this boring divvy stonk
Wasn't there some shadyness going on with KHC's numbers before BH invested in it? I was under the impression that 3G went beyond mismanagement to misleading investors.
2026 is likely to be positive for TDOC. I expect it may take 2 more quarters for visible traction in the turnaround though. Betterhelp accepting insurance in over 12 states now & growing. That may stop the revenue decline--BH was the only segment of business shrinking. The newly announced 50B rural health initiative is in their wheelhouse. They are a founding member of the Collaborative for Healthy Rural America (CHRA). Wellbound employee assistance program and 24/7 care both just came to market from TDOC this month. This company is an EASY target for criticism, but I believe this is (about) as bad as it gets for this company.
Service companies should do well. SLB, HAL, BH
have you factored for the costs of BH?
Stock market is a scam. Had a Fidelity active trader account and shorted the market with put options. CNBC and friends did a massive short and pushed the market down when everyone went on holiday in August 2013, aren't they nice. Stop loss orders cascaded the short. I woke up to a $800,000+ gain on my options. I hit sell but Fidelity would not sell. Of course if you had stop loss orders you got hosed while getting a tan in San Tropez. There way no way to beat the computer trading and outright fraud of companies like Fidelity in 2013, if anyone thinks they can out trade the market in 2026 you are delusional. Also Gold buying is Stupid. You can't eat Gold. And Bitcoin wowser. Buy Toyota Vehicles from the 90's and early 2000's, fix them up. People need reliable cars and will pay big bucks for something that actually works. Buy Appliances from the 90's they work. Stay away from anything Warren Buffett got his hands on and ruined like Weber grills and flying on an Airplane (Those small seats were his Idea) Buffett owns a rental Lear Jet/ Gulfstream company. Buy old tools like Craftsman and refurbish them. Go off the grid if you can but make sure you have a good water supply. Manufacture Ammo, that will make you money. If you want success you have to make it happen, why would SoftBank give you money or BH or fidelity. The really Rich think we are Moron's and gladly take our money when we 'invest' then laugh at us. Don't get married to a selfish person that will sink you faster than anything. Your needs and desires can be served on the internet. However if you find a good person, have kids and treat them right, best investment ever. And one last thing, stay healthy. Invest in good food, don't eat anything in a box or can. Exercise and turn of the media. Don't spend all day on the interweb telling people how to live their lives. haha There is No Shortcut to Happiness well there is this movie: [https://www.imdb.com/title/tt0263265/](https://www.imdb.com/title/tt0263265/)
Could happen - new sheriff is in town. It might actually turn corn around if it got the support of BH.
Following WB/BH and when that man started liquidating his portfolio having more cash then invested. I started pulling back, WB didnt get rich being dumb. I feel like the housing market is about drop and something is just off. Not the sharpest rock in the box, just my two cents.
How much % of coke is owned by BH? I doubt more than 5-10%
In fairness BH has been hoarding cash...
If you think picking FB or NFLX or AMZN is "gambling", you literally have zero clue about picking stocks and are a full BH cult victim. A 4th grader could have picked FAANG and gotten 100x returns. And did.
I beat the market. Your mental gymnastics to cope are just that. 4th grader can beat the market. BH is a cult
Yup,. A 4th grader could have picked Apple in any of the last 2 decades and CRUSHED the market. BH is a cult of maroons.
No alpha. A 4th grader could have picked Apple in any of the last 2 decades and CRUSHED the market. BH is a cult of maroons.
L is laissez faire, Q is Quantitative Easing This book is wild. Here's a kid reading through while his mom gives up on correcting him. https://www.youtube.com/watch?v=7de4BH274Y4
BH I own more physical silver than etf.Etf is a scam. Only physical. I buy mining and PSLV and physical. Mostly physical.
You could consider buying gold or Berkshire Hathaway? Even after the 2008 crash BH was back on track in 3 years, which is pretty impressive. Gold seems to be an overall good safe investment at the moment.
Future guidance was conservative, BH already pumping rev.
Shares Short (11/14/2025) 4 12.51M Short Ratio (11/14/2025) 4 2.52 As someone who knows nothing about investing, why the hell would someone short BH?
The costs basis of BH's buy is actually all out $245
[Some of yall need this video](https://www.youtube.com/watch?v=BH_gncP_5vc) (I need this video)
Not if BH bought billions worth of Alphabet
BH didn’t get to where they are by treating $4.3 billion as a rounding error. BH got to where they are by treating $4.3 billion as $4.3 billion.
1.6% of BH port to be precise, 0.3% of Alphabet
4% of BH is more than 90% of us will ever see in our lives tbf
When you say Buffett is in big, do you mean Google? Because that's less than 4% of BH.
The entire stock market is insane right now, hence BH has also increased the cash pile. DJT, Quantum, all AI stocks.
That's the BJ story. Did the pres give someone a BH
Warren Buffet is a great value investor who doesn't get heavily involved in tech because he says himself he doesn't understand it enough. It's the reason BH is so valuable as he avoided the dot com crash, so absolutely pummelled the S&P index in the noughties. A long way of saying his retirement is FA to do with AI being a bubble or not. Burry has proven over and over and over he is no Cassandra.
[https://www.marketwatch.com/story/wall-street-professionals-are-taking-a-page-out-of-the-retail-crowds-playbook-153d019b?gaa\_at=eafs&gaa\_n=AWEtsqfIUINLv-q5ktmMYJdfMKxGj85AGrgtEf8GQ9BH3nc-4lG2qoS1VZ3VxZS6Oio%3D&gaa\_ts=69162edb&gaa\_sig=EPJaRVnluyYKI4GodVhcWedOhm8yT8OdJoYp-nGZo0Vc4gbhaP-pdLsrqL2Pry2QyeRXSm0B5QVc-a3YY1yoKA%3D%3D](https://www.marketwatch.com/story/wall-street-professionals-are-taking-a-page-out-of-the-retail-crowds-playbook-153d019b?gaa_at=eafs&gaa_n=AWEtsqfIUINLv-q5ktmMYJdfMKxGj85AGrgtEf8GQ9BH3nc-4lG2qoS1VZ3VxZS6Oio%3D&gaa_ts=69162edb&gaa_sig=EPJaRVnluyYKI4GodVhcWedOhm8yT8OdJoYp-nGZo0Vc4gbhaP-pdLsrqL2Pry2QyeRXSm0B5QVc-a3YY1yoKA%3D%3D) hmm, i found another article that say hedge fund are net buyer while retail are net seller. So which is right ? or is this another of case publish both side of a trade then delete the article that fail to come true.
Not try at all, BH has vastly outperformed SPY over the past 10/15/20 years
Blackrock - What about them? That’s a very vague question. Blackrock run countless funds including index funds and ETFs. Over 700 I think. They are nothing like Berkshire Hathaway. I can confidently predict the performance of each of Blackrock’s index funds - slightly inferior to the relevant index because of admin and management fees and brokerage. Not to mention tax. Do you have a point you wish to make and some relevant statistics? Which Blackrock funds and indices are you referring to? Over what time frame? You’d need to analyse all their active funds and compare them to a relevant index to answer your question as stated. Endless data shows that active managers seldom beat their index over the long term and for the few that do, they almost always eventually revert to mean. Endless data and research shows that past performance is no guide whatsoever to future performance so even if a fund outperformed for a period, that’s no guide to its future performance. So how would you pick a winner? Even if there was an active fund manager that had superior performance, how would you identify them and how would you pick one that is likely to beat their index next year or next 10 years? You can’t. Have you ever studied or analysed or even just read about active funds vs relevant indices? It’s clear that index investing is superior, especially adjusted for risk. I say this as a previous insider ie variously a fund owner, analyst and advisor. I once saw a small cap fund manager comparing her performance to an index of larger cap stocks- that’s misleading and in her case dishonest as she knew better. On a risk-adjusted basis or compared to the relevant small cap index, her performance was inferior. If BH is underperforming the S&P that’d often / typically be because BH is less exposed to a particular theme or sector Eg the AI boom / bubble. On the other hand, if it’s a bubble and it bursts then BH performance is likely to be superior for awhile.
I think the S&P 500 index has slightly outperformed BH over the last 10 years and 20 years. Longer term BH did much better Eg from 1965, but BH returns over 10 and 20 years have converged with the market returns / index returns. Reversion to mean perhaps.
“What up! It ya boy, Buffy the WHAMpire slayer, writing to you personally so I can talk about the real shit. The shit too hot for those stuffed shirts at the BH! Let’s get serious dawgs, let’s talk ‘bout NFTs!!!!”
Warren Buffet always said he would love for BH stock to go down and Kenneth Lay always was obsessed with stock going up. For me it's a red flag, main concern for business should be that business is doing a good job not about does the stock go up or down.
I'm becoming more and more convinced NBIS is some kind of weird scam. It literally every day repeats the same cycle of pumping AH and BH, then drills for center of the earth at open. It's like a stock created in a lab specifically to fuck retail out of making money.
I think this is a valid point, old man will definitely not change his view on what an undervalued company is. Does not mean the BH will not perform, because BH is not only Buffett.
you really think he runs BH alone? Come on.
Yeah his age is concerning, I’m glad to hear he’s not going to be at BH anymore