Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (39) |
Author: Said   😊 😞
Number: of 21941 
Subject: Re: A New Berkshire
Date: 08/17/26 4:05 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 14
Jim: the glowing narrative of Mr Abel's skills is not particularly well supported by the financial results...For a really bullish case...

palmersq: The question is whether the assumptions required for Berkshire to generate meaningful outperformance

Another questions are a)whether Abel needs exceptional skills and b)whether Berkshire needs to outperform. And to those questions there is not one answer as it depends on the reasons why one invests in Berkshire. I am absolutely content as long as fortress Berkshire

- longterm provides a modest return, say >=5% after inflation

- and belongs in Warren´s category of "Invest in companies who even an idiot at the helm won´t break" (I don´t remember what exactly he said; neither I am saying Abel is one)

So that I know if the stock market closes tomorrow as long as the US/World doesn´t go down the drain I won´t be bankrupt when it opens in 5 years again.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Said here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (39) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community