Reddit Posts
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
Hindenburg Research Accuses Jefferies That Managed Icahn's Offerings of Committing "Sell-Side Malpractice" to Seduce Retail Investor
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
Snowflake Inc. (SNOW) is Trading at 140ish. The Fad Stock of 2020 is Still Being Chased by Retail Investors. Don't chase a falling star.
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."
Are Real Estate And Stock Markets Under The Risk Now?
AMERICAN RARE EARTHS FUTURE SPAC AUS - USA 🚀 🚀 🚀
Tailwinds for copper? Why does my butt hurt?
It's Oil About the Benjamins: Oil to $100 by end of year?
$CMGR - Clubhouse Media Signs World #1 Ranked AEW and Former WWE Pro Wrestler and Social Media Star Tay Conti
$ROOT - An Un-Sexy Play That Only Might Make You Money
Energy Investment, Berkshire Hathaway, Pipeline Hack
President Biden official visit on Proterra today ($ACTC)
Robinhood OPI and the Vladdening
Hindenburg is Weaker than Melvin - [RIDE] Apes Must HODL! 💎✋🦍
U.S. weekly jobless claims hit one-year low in boost to economic outlook
GME Proxy-War! Comparing ETF $XRT to the $GME chart proves Hedge Funds are trying to hide their moves! (Deleted from WSB)
GME Proxy-War! Comparing ETF $XRT to the $GME chart proves Hedge Funds are trying to hide their moves!
Mentions
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
$TLT is is a popular choice if the crash is caused by recession/recession fears. Oil/oil firms is good if the crash is caused by war or other inflationatory events. Gold is good if the crash is caused by stagflation but imo gold is overpriced atm. You can short stocks long-term if you expect a crash if you use no leverage or maximum 2x leverage, but keep in mind this is risky. Last option would be hedge funds, hard to access if you're not very wealthy but there are some "feeder funds" which allows the public to access the hedge fund, like BH Macro Ltd $BHMG. Personally I have $TLT and $BHMG atm
Completely made up. Just because there are some BH real estate signs around atl doesn't mean the old man is buying them up
He just got too big,too rich,too old to understand a newer company,my grandfather would be younger than him even if he is alive. When you are this rich you can talk shit , hypocrite or anything Most people living in this world can't even save up 1 day income of the treasuries he has on his company,he won this many years ago BH was underperforming with the SnP 500 for a long time but who cares,ehen you are this rich you can talk shit , hypocrite or anything. he already won the battle,the war,his money game life
10 at 10!! 
> I had my brother in law tell him his barber was giving him day trading advice Jesus, this was the type of thing that happened just before the Great Depression. Even one of my favorite summary videos about the Great Depression made that same analogy: https://youtu.be/LuEcoqizj0o?si=Ft7d4BH2mkXfYwCO&t=151
I've been a holder for over a decade now, not the longest period, but I'm a bit younger (mid 30s), and I love Berkshire, they've always did me very well. But, I do hate addressing the elephant in the room, _what happens post Warren?_, sure we are in a post-Munger phase, but Buffett is the Michael Jordan to Pippin, and I fear what the market, or remaining team, could do to a BH post Buffett. That being said, I always feel I'm being delirious and shouldn't fret, but it is something I think of regularly. Similar to what happens to the world in a post-Attenborough period. Guess thems is the way it goes.
I’ll look at it more tomorrow but I see your point. 99% of my options have been short puts, so longs are a bit new to me. That’s why I’m digging in on this. I guess what threw me off is that with short CSPs, I am tying up the whole $67,000 as collateral and the ROI doesn’t work out as it does with the long call scenarios. One thing I need to consider now is that I could, in theory, control 3+ times more shares, so the downside is 3x more negative as well? Goes down 90, lose $40K. Upside, SPY goes up 10%, calls profit $7200 vs. BH $6700. Big upside is SPY goes up 20%, call profit is $27,300 vs. $13,400. Guess if you’re really sure SPY will go up at least 8-10% it’s a much better play, but the downside is a lot to consider too. Good stuff, thanks for the detailed reply. As I mentioned, I’ll noodle this more tomorrow.
[Look for the bear necessities ](https://www.youtube.com/watch?v=6BH-Rxd-NBo)
LA is still mostly Alo. There's Vuori too, but it's mostly sold at Nordstroms or Bloomies which skew older. Their brick and mortars are in the valley, 3rd street promenade, and Hermosa 🤢. Alo has premium locations in BH and WeHo.
Buffet has also been going more cash lately so I wouldn't think too much of him/BH selling companies for more liquidity
I always wanted a cool job and now I got one. Thanks to BH tech I am now an options bagholder and cook fries now! Call 1-800-bagholder to get started today!
Fair I guess if you’re looking @ medical. My experience is limited to BH and regional at that.
You quoted the reimbursement rate for UHC related to BH visits, which is favorable compared to others. However, after you factor in their denial/no payment rate the effective revenue per patient from a practice side is below other big insurers.
What’s a “BH visit”? Thanks
As someone who works in healthcare, they also are the most likely to pay you nothing on a BH visit of the big insurers
So the s&p inclusion AH friday put a little jump for RH shares. Hoping it doesn't bleed BH on monday
I found an ETF I want to start investing in - to diversity a bit from the US - D5BH - Xtrackers MSCI Canada Screened UCITS ETF 1C 1C. Do some research on it's holdings. They're the largest and most liquid Canadian stocks. It's up 21% in the last year and 101% in the last 5 years. I'd say that's pretty good.
You could slowely build up short positions without leverage or maximum 2x leverage. Alternatively buy a feeder hedge fund like BH Macro Limited, there are not many of these around but BH Macro Limited has done quite well during downturns even 2008 and corona . If you got enough capital you could buy hedge funds directly instead ofc.
The market is a manipulated cesspool that’s sole reason transfer wealth from the bottom to the top. Buy VTI VXUS and don’t look at it. Entirely rigged: https://download.ssrn.com/22/01/01/ssrn_id3998202_code2497515.pdf?response-content-disposition=inline&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEPj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIEsWEzJ3R9Nc0tZu0368A2rqPht%2BSFTDuYt8nU25QWneAiEAiA52%2Fk3zfX2soxVk3H9o2ZHLRjquYWKPLmbY5ou9TZYqvgUIYRAEGgwzMDg0NzUzMDEyNTciDHG6roNRgx0BNHoAziqbBWPHJn2IVzoELS%2FDQPk0NNeyKcHAfc2l6Vb%2BqeXlKwd6NjWTR783O%2B9RFbWCM9qV1vwX%2FPQjpCThgUxh7CdOR%2Fd9KNTkWKwz%2B1TTQzXXEL8ikh453UC9iQ%2Fif7yDK8EiLkQ6KpPLzVnGVklnYb55R0qE4BH%2B52pM%2FdLZ8LWTC%2FAY9B44GwoJsKcQEahOdGlDiP1gZWw4Q%2Ft%2BOZMwxdFwC63hU%2BF8MWRJ%2FXMcMVt5gQLIBS%2ByONPM3cA1IkWU06bDQSVsLv6wTOWc59y5ZR9tFSa%2Fz1BcYeuBtbjJh0EWAnDugzQcams9jW6xj4rsBFSb08APbEbqZsdw5vR88PWcyfzBIgNBOgIvSe9TaTADL3QDvbIWbesffEqTC2xfG1i%2FO3DKLFo%2FotEq8hz7vtsNwxjN9DGu%2FCp6vC0I1SJJGuBhe4Yha1VAWnUIjvdGDRDVY9WdWSZCNv2o3G8KtnKTEJLtKu33y9qeEGxvm9N679sg6dR3w4MgaBcQhci6jYn71S53JLi4lUPD5v5UlRWmEqvT3GPf0xRyjTeQiUjbxvgluURDsy%2FZp%2BsdZrOBFJ2Sv4UU4XYSCaK%2B3el%2BywOmGrblcA2ZRgzZylggq3JpShcEtQT1AutQvb%2B34RfLRR%2BRbKw2FHETIV8x3Y3HSvy1OLCAuybAkCd%2F4y9e6M0P0vSR0oSL6IgPbfL2d6EKzGTHLvK2ye4AhGOJyMTZzCWdfh99bQJssxc9ocUtiqxEabcqCrHegilDbYANXlB0tVne7SFeD3XqcS6oqFrqv7GF7Kiq2JZdBAyDGmhnKsZh6N59XhM%2BB7IT6DOivi%2FlMpByQNokNdvZeoJAqH0J2whadsIP9SyQh%2B%2BWvZHLmKrGB0rmLz2p9SoDQnrJ8swwhO3mxQY6sQEhmOg3xMgMQbjE19luAQE40sOYtgnrfBJaRo%2BnuL0K600Iw1qYXmw8%2FzfZHUV8vxfB1mMzlkwIgE6G8fbq2hqL7skzeNVMqMgzb5nFeMJxaG56WwdtDbtWUvU7LgpjS%2F9jCs6FtKInpYQ5nkQIJk6%2BB30L%2F12Ikg0bE8jt0azmPyOzsKOZshmWjEjctx2NUft%2FH5JESFVf%2BmO%2BxMkyswqSaeuc1qzUWPUJdu2BFjtg13Q%3D&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20250904T170009Z&X-Amz-SignedHeaders=host&X-Amz-Expires=300&X-Amz-Credential=ASIAUPUUPRWEYPYLJW2O%2F20250904%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=0bae39ed484f533b09041e90bba04008f8e1ee454c5c04e662add610ef3ebe32&abstractId=3998202
Again, I admire and respect the hell out of Warren, but yes, his last great decade was probably the early 2000s. Most other people now make the decisions on stocks to invest in or companies to acquire for BH. I think a big reason he didn't retire is because he's afraid the company will be relocated out of his native Omaha, Nebraska once he leaves (since only a handful of people work out of the HQ office) and that shareholders still wanted to read his annual letters and see him co-host the annual meeting with Charlie Munger. I'm glad he's stepping down. It was sadly painful to watch him speak at the last annual meeting.
[https://en.wikipedia.org/wiki/2025\_Tianjin\_SCO\_summit](https://en.wikipedia.org/wiki/2025_Tianjin_SCO_summit) [https://www.youtube.com/watch?v=pLHfSB08BH0](https://www.youtube.com/watch?v=pLHfSB08BH0) The current SCO summit is not a conspiracy.... There are livestreams right now.
[https://en.wikipedia.org/wiki/2025\_Tianjin\_SCO\_summit](https://en.wikipedia.org/wiki/2025_Tianjin_SCO_summit) The Tianjin SCO summit is not a conspiracy. There are livesteams. [https://www.youtube.com/watch?v=pLHfSB08BH0](https://www.youtube.com/watch?v=pLHfSB08BH0)
#My new name is OG BH429 LMAO🤌🏾
Thoughts on doing bearish call diagonals combined with bullish put diagonal. the risk profile looks good, great rr and a low potential loss. I'm guessing the danger is early exercise? [https://optionstrat.com/LWKYt9Kbq9BH](https://optionstrat.com/LWKYt9Kbq9BH)
Everyone technically has access to both classes. BH has avoided share splits because they wanted investors who hold the stock for a very long time (the A shares were not expensive at the beginning). They reluctantly created the class B shares, but set them to have fewer voting rights. From an investment standpoint, it doesn't really matter which you buy, but the company's leadership likes to keep themselves and their family and longterm friends in charge.
BH did manage to sell AAPL at near its ath. Been moving flat since
Over 90 % 5 % gold and a gold etf. 5 % in BH and reits and foreign stocks
After an ex-date is where the additional assignment risk comes, especially near the expiry and especially if the price goes even lower. Which is quite plausible given what the company is facing. BH and Tepper are in this for a much longer haul than a couple quarters. This isn’t an infinite money glitch. It’s just a loan with an unknown repayment amount and date that costs the RFR plus dividends.
warren buffet is retired? So did he really buy it? or did BH?
Of course he did… wouldn’t be surprised if BH wants to buy it for cheap and own the entire damn thing
eh, both likely to fizzle. UNH was clearly one of Buffett's lieutenants - their performance at BH has been meh. Just retail investors getting excited premarket.
Can we stop referring to WB? He retired... its just BH
The advantage is once BH socialize their position, the stock automatically goes up 5-10% in response. That is intentional as you find out their position once they are done buying and instant 10%.
No that’s just the on June 30th. It’s not what he or BH paid for it. Like come on.
This would cap the downside short term and allow UNH to fix their problems. I don't worship WB, but many do,. and it's a strong signal. BH have very strict criteria in their investments and if it passes their screening, it's going to react like it always does. Just check the last 5 major purchases.
BH literally asked the SEC to keep these purchases secret until today.
When's the last time he really threw his weight around and was the juggernaut in the room with bags of cash to make the deals? He sat out COVID crash and the 2022 tech bear market. The likes of Meta were ridiculously oversold and hedge funds and mega investors were buying it up aggressively but BH didn't seem interested. The markets awash with money and cheap access to capital. Companies are staying private longer as they have access to capital privately and even if they didn't valuations have kept up and would be eaten up on IPO. Berkshire thrived on being a lender of last resort. It's had to go fishing to get deals ( think of the Japanese trading houses deals) It's cash pile leaves it in a great position (earning decent treasury yields ticking over along with the dividends their holdings spin off)if capital markets were to collapse like the GFC again but who knows, have financial and capital markets, lofty valuations and capital made it harder for a Berkshire to utilise their cash asset?
I’m glad I posted, as the replies were interesting, and generally against this being a good idea. Obviously I think he’s a god …. the god … but I can’t believe that Abel won’t have learnt well at the knee of the sage. Also, I wouldn’t invest in one stock generally. Not Apple, Google, whatever … but I think of BH as a sort of index fund in itself, because of the varied businesses they own. And although there’s a lot of criticism of the cash pile, having cash when opportunity arises is rarely a bad thing in my experience. And they currently have enough to buy the UK if they chose to, although I’d strongly advise against it. Thank you for the replies 👍
honestly, no. BH is an ornament of a method of investing which may very well not ever serve investors again as they once did. Buying BRKB right now is like buying Berkshire's ghost - you'll probably get a 3-5% CAGR over the next 10 years, but there are better opportunities out there. Buffett set the pieces in motion that resulted in Berkshire because he saw better opportunities out there than the existing mutual funds in the 1950s and 60s. Follow his playbook - learn the rules, then break them.
Buffet is in his late 90’s and when he goes, BH is going to take a massive hit, justified or not. That’s what’s kept me from buying it.
Berkshire made it by extorting companies into buybacks and dividends - threatening hostile takeovers (like he did with BH itself), executive replacements and dumping the stock while trashing the company to basically execute them. Buffet is a vampire looking for blood bags that he can suck until a bigger one appears.
It should be pointed out that holding cash has a positive return. SGOV is yielding about 4.5% and there are money market funds that do about the same. It's not "dead money" by any stretch. Cash is a defensive position, which should increase or decrease depending on circumstances. It's been well publicized that Warren Buffet (BH) is sitting on a pile of cash right now. That's called "dry powder" for when the market tanks and things are on sale.
Great scalp if you got in at BH this morning.
Try selling BH. NOT easy. And you're still lending the company money with no return until you sell IF the share price happens to go up.
No, they are fucked without Buffet :D BH hold huge cash piĺlow and usd goes down, so it is obviously -14%.
Yeah that is a problem. Maybe they can just put in corn syrup lol. I still can not believe people buy corn syrup drinks. And I can not believe it breaks even let alone the greatest non-tech investment ever. Brand beverages have this weird power that can not be explained except in quarterly reports so hopefully that overshadows cost. Once I wrap my head around the power of brand beverages I can buy a holding company and be the next Warren Buffett lol. I wonder if you take out Coke what BH performance would have been. Back to SBUX, if they can ever get around the supply and price problems like with a new coffee bean that grows in a northern climate maybe it will be smooth sailing. Coke had a supply line that went mostly through Cuba and at some point said "I think we can solve all our problems with corn syrup". You and I would have said no way and sold everything. Buffett knew how people's brains worked way better than me. Buffett apparently bought into Coke in 1988 after the corn syrup change was implemented so maybe he was waiting to see if people stayed with it.
when tech stocks go up, BH goes down ... When Tech stocks go down, BH goes up. It seems that some people like to run with tech, but as soon as the Orange Baboon opens his mouth ... they take cover in what they KNOW is safe, like Berkshire. Once trump settles down and stops his TACO BS .. things might get back to normal. Until then, its all just chatter
I mean, they sold a metric fuckton of stock over the past ~2 years, seemingly expecting some sort of major drop or correction, and it hasn’t materialized. It looked like it was going to for a minute there, and BRK gained a bunch, but at the current point today to the best of anyone’s guess, all BH has done recently is miss out on a couple gangbusters years of market growth followed by this current period of neutral. Makes sense to me for it to be coming down from its peak for now.
Respectfully, BH’s balance sheet isn’t the size it is because they don’t know what to do with the money they make. Aside from the incoming uncertainty of a new CEO (a very qualified one at that), BH’s core business beyond investments in companies is insurance, a very uncertain segment of the financial products world. Their net revenue comes from insurance premiums through companies like GEICO, Berk Re, BHSI, etc. This surplus in cash allows them to not only purchase great companies at good prices, but also enables them to not rely on purchasing reinsurance in the property and casualty space (but boy, do they sell it). So in the event of a loss, they have that balance sheet ready to make the customers whole. This stable capacity in the P&C world is rare and insurance buyers and brokers recognize that value proposition. (Remember all the hate that State Farm got for bowing out of CA Wildfire?) Keep in mind there hasn’t been a major EQ in CA in about 40 years, and when it happens it will hurt carriers, that’s unavoidable. But BH will be prepared and their competitors will be scrambling. Sorry for the long note! -insurance nerd/professional
It [looks like](https://www.morningstar.com/stocks/after-earnings-is-berkshire-hathaway-stock-buy-sell-or-fairly-valued-3) it was overvalued as people bought it to hedge against Trump. I know that saying anything against BH is sacrilege, but I don't trust any personality-driven stocks.
Nah, I bought when BH-B went under $500.00, around $478/$482. Bags aren't heavy but still... Could've made money if I went Amazon instead.
I said nothing about his alleged philanthropy (no billionaire is actually philanthropic in any remote way) just that BH has been stockpiling cash and they have a history of doing so before large market downturns
What I alluded to was the team at BH
For those who want to ding on BH, let me tell you Greg Abel is an accountant and one who knows how to value companies, invest in them and generate returns, not some dingus who likes going over hypes and the next shiny thing. Besides investment houses like BH have a lot of fiduciary responsibility than your mom and dad’s hedge dung.
Exactly. BH isn’t nearly diversified as most assume. They do have diversity of sectors, but huge concentrations of their perceived best of breed in each.
BH is logically putting a ton of cash on the sideline and the S&P 500 is in the biggest bubble of the last 100 years.
The S&P500 is basically just juiced right now whereas BH is focus on long term returns. Returns will remain lower while they are cash heavy and wait out the economic uncertainty. This is something I'll be interested in looking at in about 5-10 years.
I've been messaging you? Lmfao, I asked you in your last thread and never again. Go ahead, post those sweet private messages where I messaged you a single time in private. I must have forgotten what the other fund was. Was some mediocre Vanguard or Pimco fund. I'm going off entirely memory, QRPIX and QSPIX share like the same name. Weirdo makes up a bunch of shit and copy and pastes whatever she took from BH and now claims she wants to bring WSB to how it was... Using ideas that aren't even in any shape or form your own? LMAO.
I think BH has done very well. Bitcoin and all crypto will have to fundamental change to ever be close to value investing. It is completely a speculative market. That doesn't mean money hasn't been made here or that it can't be made in the future.
Boomer BH portfolios are fantastic! I don't hate on those! My advisor is a big fan of them.
The diversification makes sense for your volume. A regular BH portfolio should be fine to start with. Higher (calculated) risk and higher reward is what I am looking for. Thanks again for sharing the wisdom.
BHs are great, this is like a BH portfolio but with higher risk and return. Nowadays, I've stepped away from most of this and just have my advisor handle this. It's really thanks to him that this portfolio flourished to 24% yearly CAGR, he diversified it way more than just stocks and bonds (as BHs would) and found cheaper borrowing rates. I only focus on my actual employment, tune out the financial noise and stay the course set by him.
He doesnt have it "cash" as on some bank accounts. It's in treasuries, meaning they are easily traded and give a reasonable yield. The real reason he isnt investing in companies is quite simple: he's not seeing large caps attractively priced, so he doesnt buy at all. Not justification for buying just for the sake of buying. Sure, he could buy small caps and possible see them double in value in one or two years. But the thing is, even if he buys some 100 million dollar company and it tripples in 3 years, that doesnt even make as much as a dent in Berkshire's value. It would be nothing more than a rounding error. A swing in BH's market value that happens daily during trading times in mere seconds. That's why he isn't wasting time on this. Dude's got the remarkable problem Berkshire is simply too big.