$Berkshire Hathaway(BRK.B)$ BRK.B — Recent Bullish vs Bearish News

Conclusion: Over the past ~2 months the news flow on

Berkshire Hathaway (BRK.B)

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has been net-positive on fundamentals and capital allocation, but that has not translated into share performance — the stock is up only ~0.6% over 52 weeks and has lagged the S&P 500 materially. The bull case rests on the post-Buffett handover executing (buybacks restarted, cash being deployed, a large Alphabet position built); the bear case rests on weak insurance underwriting, a still-huge cash drag in a tech-led market, and the fact that the new CEO is not yet fully credited by investors.
BRK.B
09-26 06:04
USBerkshire Hathaway
SidePrice | FilledRealized P&L
Buy
Open
505.25
0
+0.19%
Holding
Berkshire Hathaway

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    ·09-26 07:25
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