Berkshire Hathaway Inc. (B)

BRK.B-N

NYSE:BRK.B

213.02
5.19 (2.38%)
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States.
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Analysis and Opinions about BRK.B-N

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 23, 2020
It's done so well over the years, you buy it when others don't want it, there's a lid on the price, and there's some negative press. He wouldn't bet against them.
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It's done so well over the years, you buy it when others don't want it, there's a lid on the price, and there's some negative press. He wouldn't bet against them.
TOP PICK
TOP PICK
July 22, 2020

They bought their first shares of this just very recently. Warren Buffet is very much not in favour with his investment style and investors were disappointed when they did not acquire anything during the market meltdown. Now is a perfect to time to buy a collection of wonderful private and public companies at the most attractive valuation -- 1.2 times book value. They also have a large cash position and not much debt. Apple has been the most successful investment they made in the past several years -- representing over 1/3 of the portfolio value. He is not concerned about the concentration in Apple. Yield 0% (Analysts’ price target is $221.00)

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They bought their first shares of this just very recently. Warren Buffet is very much not in favour with his investment style and investors were disappointed when they did not acquire anything during the market meltdown. Now is a perfect to time to buy a collection of wonderful private and public companies at the most attractive valuation -- 1.2 times book value. They also have a large cash position and not much debt. Apple has been the most successful investment they made in the past several years -- representing over 1/3 of the portfolio value. He is not concerned about the concentration in Apple. Yield 0% (Analysts’ price target is $221.00)

BUY WEAKNESS
BUY WEAKNESS
July 6, 2020
This morning Buffet spent about $4 Billion on gas assets. The space is completely beat up. Buffet bought Nat Gas assets that were pipelines, i.e. infrastructure assets. Since you can’t easily replicate the business, it should do fairly well. He thinks BRK-N will do very well with this. The leader is the best capital allocator of all time.
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This morning Buffet spent about $4 Billion on gas assets. The space is completely beat up. Buffet bought Nat Gas assets that were pipelines, i.e. infrastructure assets. Since you can’t easily replicate the business, it should do fairly well. He thinks BRK-N will do very well with this. The leader is the best capital allocator of all time.
HOLD
HOLD
June 17, 2020
One of the most successfully companies over several decades. They have struggled over the past couple of years. This does not mean they have lost their touch. Mr. Buffet takes a long term perspective that does not always match quarterly performance measures. If you own it, keep it.
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One of the most successfully companies over several decades. They have struggled over the past couple of years. This does not mean they have lost their touch. Mr. Buffet takes a long term perspective that does not always match quarterly performance measures. If you own it, keep it.
STRONG BUY
STRONG BUY
May 4, 2020
Mr. Buffet says you should never bet against the US. He made a mistake on the US airlines and he admitted that and got out completely. If you want a defensive anchor in your portfolio then what better is this one. This is an attractive opportunity here.
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Mr. Buffet says you should never bet against the US. He made a mistake on the US airlines and he admitted that and got out completely. If you want a defensive anchor in your portfolio then what better is this one. This is an attractive opportunity here.
BUY
BUY
April 29, 2020
This is a durable company. Half the business is focused on ultimate conservative businesses like insurance and utilities. This is a great longer term investment. They won't be immune to recent economic impacts, but he likes their diversified revenue stream.
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This is a durable company. Half the business is focused on ultimate conservative businesses like insurance and utilities. This is a great longer term investment. They won't be immune to recent economic impacts, but he likes their diversified revenue stream.
TOP PICK
TOP PICK
March 12, 2020
He has $130 Billion is cash right now so he is not panicking. He will view this as quite an opportunity.
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He has $130 Billion is cash right now so he is not panicking. He will view this as quite an opportunity.
HOLD
HOLD
March 9, 2020
It continues to have premier property and casualty businesses. They generate tones of free cash flow. It would be a reasonably safe place to be.
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It continues to have premier property and casualty businesses. They generate tones of free cash flow. It would be a reasonably safe place to be.
TOP PICK
TOP PICK
February 28, 2020
A great long term company. They just reported good earnings. Their investment portfolio generates great cash flow. They have $130 billion in cash. Yield 0% (Analysts’ price target is $252.67)
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A great long term company. They just reported good earnings. Their investment portfolio generates great cash flow. They have $130 billion in cash. Yield 0% (Analysts’ price target is $252.67)
WEAK BUY
WEAK BUY
February 27, 2020

BRK.B vs. DG Both somewhat defensive, but DG more so. S&P has outperformed BRK.B, mainly because it has a bit more torque. In the near term, BRK.B has more beta, so it will outperform if there's a market bounce. Be barbelled, and still hold a defensive name. Over the next 12-24 months, still likes DG.

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BRK.B vs. DG Both somewhat defensive, but DG more so. S&P has outperformed BRK.B, mainly because it has a bit more torque. In the near term, BRK.B has more beta, so it will outperform if there's a market bounce. Be barbelled, and still hold a defensive name. Over the next 12-24 months, still likes DG.

BUY
BUY
February 26, 2020
He likes Warren Buffet and this company. They have unique advantages--a huge insurance operation with utility-like assets. They're set up to be counter-cyclical when they can achieve above-average returns in tough times. Definitely buy on dips, but hold it for a long time. He expects them to shrink their cash pile and buy more stocks. He's concerned that they are so massive, though, and growth will be slower in the future, but it's a solid long-term compounder.
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He likes Warren Buffet and this company. They have unique advantages--a huge insurance operation with utility-like assets. They're set up to be counter-cyclical when they can achieve above-average returns in tough times. Definitely buy on dips, but hold it for a long time. He expects them to shrink their cash pile and buy more stocks. He's concerned that they are so massive, though, and growth will be slower in the future, but it's a solid long-term compounder.
BUY
BUY
February 21, 2020

He likes their strategy and Warren Buffet is well regarded. The company is now the second largest holder of Apple shares. With so much cash on their balance sheet, they will do well going forward.

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He likes their strategy and Warren Buffet is well regarded. The company is now the second largest holder of Apple shares. With so much cash on their balance sheet, they will do well going forward.

TOP PICK
TOP PICK
February 14, 2020

A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)

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A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)

PAST TOP PICK
PAST TOP PICK
February 4, 2020
(A Top Pick Jan 22/19, Up 12%) Not bad. Buffet remains a canny investor. His re-insurance business (among the best) is supporting this company, and he has a terrific portfolio of stocks. He's a believer.
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(A Top Pick Jan 22/19, Up 12%) Not bad. Buffet remains a canny investor. His re-insurance business (among the best) is supporting this company, and he has a terrific portfolio of stocks. He's a believer.
TOP PICK
TOP PICK
January 29, 2020
He likes their cash holding ($150 billion) as a defensive holding. It trades at a discount to NAV. One of the best managers of companies, even if there is a change in senior management. Now is the time to enter. Yield 0% (Analysts’ price target is $247.33)
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He likes their cash holding ($150 billion) as a defensive holding. It trades at a discount to NAV. One of the best managers of companies, even if there is a change in senior management. Now is the time to enter. Yield 0% (Analysts’ price target is $247.33)
BUY
BUY
January 16, 2020
It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.
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It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.
TOP PICK
TOP PICK
December 31, 2019
Offers great exposure to US banks, railroads, airlines as well as Apple. A nice collection of cyclicals. They sit on $130 billion in cash, great dry powder. Share have recently broken out. A great long term buy. (Analysts’ price target is $248.75)
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Offers great exposure to US banks, railroads, airlines as well as Apple. A nice collection of cyclicals. They sit on $130 billion in cash, great dry powder. Share have recently broken out. A great long term buy. (Analysts’ price target is $248.75)
TOP PICK
TOP PICK
December 18, 2019
The ultimate value stock. Money is going back into value stock and it is showing with a technical breakout. He started buying for clients last week. Their may be a temporary setback if Warren or Charlie are not longer there as he believes there are already many qualified people making the investment decisions these days. Yield 0% (Analysts’ price target is $248.75)
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The ultimate value stock. Money is going back into value stock and it is showing with a technical breakout. He started buying for clients last week. Their may be a temporary setback if Warren or Charlie are not longer there as he believes there are already many qualified people making the investment decisions these days. Yield 0% (Analysts’ price target is $248.75)
PAST TOP PICK
PAST TOP PICK
December 3, 2019
(A Top Pick Jan 22/19, Up 9%) A steady eddy, though not keeping up with the market. It's trading at the lowest price to book value in a long while. Buffett's successor is solid. They hold good companies. Not worried.
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(A Top Pick Jan 22/19, Up 9%) A steady eddy, though not keeping up with the market. It's trading at the lowest price to book value in a long while. Buffett's successor is solid. They hold good companies. Not worried.
HOLD
HOLD
November 26, 2019
Value play, which has had a difficult time. Criticism that they've lost their way. Changing its stripes underneath the surface, but still a great business model. Rolling 10-year numbers have been declining, which is a bit of a concern. But he'd still own it. Pays no dividend, so it's almost like a tax shelter.
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Value play, which has had a difficult time. Criticism that they've lost their way. Changing its stripes underneath the surface, but still a great business model. Rolling 10-year numbers have been declining, which is a bit of a concern. But he'd still own it. Pays no dividend, so it's almost like a tax shelter.
BUY
BUY
November 19, 2019
It's the perfect chart with the right people running it. He could buy this stock anytime. This applies to both the A and B stocks.
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It's the perfect chart with the right people running it. He could buy this stock anytime. This applies to both the A and B stocks.
BUY
BUY
November 7, 2019
A lot of cash on the balance sheet, so by default you're going to underperform. To bet against Warren Buffet is a bad bet. There's a lot worse to own than this. Positive view. Good value in the long run. He prefers to own the individual parts.
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A lot of cash on the balance sheet, so by default you're going to underperform. To bet against Warren Buffet is a bad bet. There's a lot worse to own than this. Positive view. Good value in the long run. He prefers to own the individual parts.
COMMENT
COMMENT
November 5, 2019
Undervalued or properly valued? The problem is that investors focus on Buffet's stock investments, but they make up only a small part of the overall company. Buffet realized that he must look outside equities and buy companies, which he did and did it well. The stock is fairly valued. People focus too much that his stocks have undervalued in recent years. It's more important how Buffet runs his core businesses--that's the value of the company. In terms of sucession planning, no one is more brilliant than Buffet in running Berkshire. After he passes away, there may be fewer acquisitions.
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Undervalued or properly valued? The problem is that investors focus on Buffet's stock investments, but they make up only a small part of the overall company. Buffet realized that he must look outside equities and buy companies, which he did and did it well. The stock is fairly valued. People focus too much that his stocks have undervalued in recent years. It's more important how Buffet runs his core businesses--that's the value of the company. In terms of sucession planning, no one is more brilliant than Buffet in running Berkshire. After he passes away, there may be fewer acquisitions.
DON'T BUY
DON'T BUY
October 23, 2019
Warren and Charlie are both long in the tooth. When one of them passes, he expects the stock could take a big hit. With a recession in the wind, this will get hit. He would be wary.
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Warren and Charlie are both long in the tooth. When one of them passes, he expects the stock could take a big hit. With a recession in the wind, this will get hit. He would be wary.
DON'T BUY
DON'T BUY
October 17, 2019
What if one of the principles doesn't wake up in the morning. What happens to the company. It is such a tough call so he is not in the stock.
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What if one of the principles doesn't wake up in the morning. What happens to the company. It is such a tough call so he is not in the stock.
TOP PICK
TOP PICK
October 7, 2019
It's a trade. It's market-sensitive and rangebound. He's buying around $195 and targets $220. Buy it around $200. It may or may not break-out. (Analysts’ price target is $241.25)
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It's a trade. It's market-sensitive and rangebound. He's buying around $195 and targets $220. Buy it around $200. It may or may not break-out. (Analysts’ price target is $241.25)
HOLD
HOLD
September 27, 2019
Warren Buffet is still the best investor of all time. However, it has become too big to have investments move the needle. A good blue-chip holding, but don't expect it to out perform the market.
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Warren Buffet is still the best investor of all time. However, it has become too big to have investments move the needle. A good blue-chip holding, but don't expect it to out perform the market.
BUY
BUY
September 23, 2019
They've underperformed for 10 years, but this could be a defensive--or value--play. Buffett has a war chest of $120 billion, probably waiting to spend it during the next recession. Great managers. They can ride out any economic weakness.
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They've underperformed for 10 years, but this could be a defensive--or value--play. Buffett has a war chest of $120 billion, probably waiting to spend it during the next recession. Great managers. They can ride out any economic weakness.
SELL
SELL
July 26, 2019

Berkshire vs VISA. Not really the same businesses. Berkshire owns a ton of VISA and Mastercard. He is worried about the continuity of the business. He would like to see them pay a dividend. Ultra expensive stock. He owns VISA which has been a performer for many years. Holds some Berkshire but would probably be a sell at this point.

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Berkshire vs VISA. Not really the same businesses. Berkshire owns a ton of VISA and Mastercard. He is worried about the continuity of the business. He would like to see them pay a dividend. Ultra expensive stock. He owns VISA which has been a performer for many years. Holds some Berkshire but would probably be a sell at this point.

PAST TOP PICK
PAST TOP PICK
July 9, 2019
(A Top Pick May 24/19, Up 6%) A slow-moving stock. At $220 it will hit resistance, but it has momentum and will go higher.
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(A Top Pick May 24/19, Up 6%) A slow-moving stock. At $220 it will hit resistance, but it has momentum and will go higher.
HOLD
HOLD
July 3, 2019
Assets and liabilities don't add up? The company owns a lot of different businesses. They only report on things they own 100% of. Investors buy this to follow the success of Warren Buffet. The stock performance has lagged the market as it is harder to grow at the size the company has become. He would continue to hold it, if you own it.
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Assets and liabilities don't add up? The company owns a lot of different businesses. They only report on things they own 100% of. Investors buy this to follow the success of Warren Buffet. The stock performance has lagged the market as it is harder to grow at the size the company has become. He would continue to hold it, if you own it.
TOP PICK
TOP PICK
May 24, 2019
Suffering along with retailers. A rare test of support, and it holds every time it does that. 10% upside. No dividend. (Analysts’ price target is $241.25)
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Suffering along with retailers. A rare test of support, and it holds every time it does that. 10% upside. No dividend. (Analysts’ price target is $241.25)
COMMENT
COMMENT
May 21, 2019
Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.
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Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.
BUY
BUY
May 2, 2019
There are times when Warren got a little cold. He likes the way he pivots. It makes a lot of sense long-term. Generally speaking they know what they are doing.
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There are times when Warren got a little cold. He likes the way he pivots. It makes a lot of sense long-term. Generally speaking they know what they are doing.
COMMENT
COMMENT
April 16, 2019
He prefers Fairfax, run by the Canadian Warren Buffet. He really likes their India fund, FIH-T. Berkshire is not a bad choice and should do well if there's market stimulus, but look at Asia for market growth. Only 5% of Indian homes have home insurance, so there's massive room for growth here. If there's a currency shift, then the Asian exposure is a plus.
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He prefers Fairfax, run by the Canadian Warren Buffet. He really likes their India fund, FIH-T. Berkshire is not a bad choice and should do well if there's market stimulus, but look at Asia for market growth. Only 5% of Indian homes have home insurance, so there's massive room for growth here. If there's a currency shift, then the Asian exposure is a plus.
BUY
BUY
March 6, 2019
With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
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With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
DON'T BUY
DON'T BUY
February 22, 2019
He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
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He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
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There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
TOP PICK
TOP PICK
January 22, 2019
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
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Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
BUY
BUY
January 7, 2019
Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
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Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
WATCH
WATCH
December 27, 2018
It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
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It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
BUY
BUY
November 9, 2018
You are buying a stock instead of a mutual fund. They are buying the companies. Mr. Buffet can move the market. He has had outperformance on the stock for 50 years. Very strong balance sheet. He thinks it is a great stock.
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You are buying a stock instead of a mutual fund. They are buying the companies. Mr. Buffet can move the market. He has had outperformance on the stock for 50 years. Very strong balance sheet. He thinks it is a great stock.
HOLD
HOLD
September 12, 2018

He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

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He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

DON'T BUY
DON'T BUY
July 31, 2018

Buffett has bought many private companies at good prices and they have performed well over time. Recently, the stock has underperformed. He is running into the law of large numbers: when a company gets very large, it is hard to continue to grow at the same rate. The company’s management is evolving, but what will happen to the share price when Buffett dies?

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Buffett has bought many private companies at good prices and they have performed well over time. Recently, the stock has underperformed. He is running into the law of large numbers: when a company gets very large, it is hard to continue to grow at the same rate. The company’s management is evolving, but what will happen to the share price when Buffett dies?

DON'T BUY
DON'T BUY
July 12, 2018

If you are buying this company, you are buying the investment legend Warren Buffet. The biggest risk is Buffet himself and his age. For him that is too much risk.

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If you are buying this company, you are buying the investment legend Warren Buffet. The biggest risk is Buffet himself and his age. For him that is too much risk.

SELL
SELL
June 28, 2018

He would take money off the table. Management team – Buffet and Munger – even though strong one is late eighty and the other is early nineties. They are not going to be there forever and lately they made a couple of bad acquisitions. They have this benefit of the self-fulfilling prophesy. But what if they lose that? A high valuation. He would be careful. Certainly, wouldn’t put new money on it.

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He would take money off the table. Management team – Buffet and Munger – even though strong one is late eighty and the other is early nineties. They are not going to be there forever and lately they made a couple of bad acquisitions. They have this benefit of the self-fulfilling prophesy. But what if they lose that? A high valuation. He would be careful. Certainly, wouldn’t put new money on it.

BUY
BUY
June 26, 2018

The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

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The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

BUY
BUY
April 24, 2018

He thinks this is a successful investment, run by one of the most successful American investors of our time. However, there is headline risk in the company when the management of the company passes from Warren Buffett.

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He thinks this is a successful investment, run by one of the most successful American investors of our time. However, there is headline risk in the company when the management of the company passes from Warren Buffett.

COMMENT
COMMENT
March 20, 2018

Buffet has put together a strong collection of consumer and industrial businesses. However, he is having difficulty in putting capital to work. He has 120 billion in cash on hand and is having trouble finding good places to put it. The company has a good succession plan and they have diversified their operations which will ease the transition to new management after Buffet is gone.

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Buffet has put together a strong collection of consumer and industrial businesses. However, he is having difficulty in putting capital to work. He has 120 billion in cash on hand and is having trouble finding good places to put it. The company has a good succession plan and they have diversified their operations which will ease the transition to new management after Buffet is gone.

COMMENT
COMMENT
January 23, 2018

There are few better capital allocators in the world than Warren Buffett and Charles Munger. You should ask yourself 1) what is your opinion on the insurance business and 2) are you positive on the US economy, as there are a lot of companies embedded with them.

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There are few better capital allocators in the world than Warren Buffett and Charles Munger. You should ask yourself 1) what is your opinion on the insurance business and 2) are you positive on the US economy, as there are a lot of companies embedded with them.

BUY
BUY
November 29, 2017

Exceptionally well diversified. He likes management teams who have a history of allocating capital well, good returns on invested capital and a good track record. This company is really the personification of all of that.

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