Subject: brk buy opinion, for what it's worth
' Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) has continued to rise in recent weeks since it reported earnings results for the fourth quarter and fiscal year 2024, along with the long-awaited annual letter, as investors digested the positive results. As usual, there is much wisdom to be gleaned from Warren Buffett's annual letter, along with some key observations and developments in the underlying business discussed in detail.

Furthermore, we lay out our thinking on why we think Berkshire is poised for a new cycle of outperformance and why the company occupies a unique position in today's investment landscape, despite having performed more or less on par with the S&P 500 over the past decade. We also share our views on why Berkshire's strategic move into U.S. Treasury securities actually makes a lot of sense in the current environment and what investors should expect from the conglomerate over the long term."

https://seekingalpha.com/artic...