Locator: 49849BRK.
See blog's disclaimer. This is not an investment site.
Ticker:
Headwinds:
- the GOAT has retired;
- BRK has lost its MOJO
- no one has any FOMO any more with regard to BRK
- BRK looks like a mediocre (at best) mutual fund
- a very, very long play; the sixth industrial revolution is not going to wait for BRK
- young investors aren't waiting around for very, very long plays
- pays no dividend
- huge cash position
- BRK-B, three core "business" divisions:
- equity portfolio
- wholly owned "subsidiaries"
- cash
- equity portfolio:
- legacy holdings;
- nothing remarkable; average (at best) what one might see in any US mutual fund
- minimal tech;
- wholly owned "subsidiaries"
- average (at best) what one might see in any US mutual fund
- cash: at best 4% and rates trending lower
