BRK is more likely to be a trillion-dollar company without Buffett

BaronLyly
02-26

$Berkshire Hathaway(BRK.B)$ is more likely to be a trillion-dollar company in the post-Buffett era!

When Buffett wrote that the days of eye-popping returns were over, I think he referred to his reign as CEO. Once Buffett is no longer leading Berkshire, his successors will be free to make more aggressive and more interesting moves for shareholders.

One of the restraints on Berkshire in recent years has been Buffett's extreme conservatism. Deals for whole companies, like Oncor Electric, could have been done by Abel had it not been for Buffett's stubborn conservatism.

Todd and Tedd will also have more assets to manage in the future, which I suspect means that those currently small positions in $Amazon.com(AMZN)$ and other tech companies will become much bigger in the future.

I expect that Berkshire post-Buffett will be a much more interesting (and lucrative) company to hold.

Will Berkshire Become The Next $Trln Company?
Berkshire Hathaway reports strong earnings. Its cash levels swelled to record levels, holding $167.6 billion in cash in the fourth quarter. The conglomerate saw major gains in its insurance operations and in investment income. The company's market cap stands at 900 billion, on its way to becoming the next 1 trillion-dollar company. The company's stock has been hitting new records in 2024, with BRK.A reaching 628930 on Friday trading. -------------------------- Will Berkshire become the next trillion-dollar company? Will you invest in Berkshire Hathaway in long-term?
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Comments

  • HaydenBruce
    02-26
    HaydenBruce
    Post-Buffett Berkshire: The Revenge of the Aggressive Moves!
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