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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: WEBspired ✭  😊 😞
Number: of 15065 
Subject: New BRK piece by Jim Sloan
Date: 11/13/2023 1:11 PM
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No. of Recommendations: 1
https://seekingalpha.com/article/4651213-buffetts-...

Always enjoy his thoughtful perspectives and insight.

“Summary

Nothing very new was contained in Berkshire Hathaway's Q3 Report but a few subtle details suggest areas worth pondering.
Insurance was the star performer serving its purpose as a diversifier against most other businesses.
BNSF may be signaling a period of slow growth while BHE added to expected costs of the PacificCorp litigation.
The answers to questions about reduced buybacks involve both Berkshire's price and the hurdle provided by high fixed income returns.
A hint in Buffett's adherence to short T Bills may suggest he is holding cash in hopes a large high growth opportunity comes along…”

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Author: longtimebrk ⎊  😊 😞
Number: of 15065 
Subject: Re: New BRK piece by Jim Sloan
Date: 11/13/2023 4:40 PM
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"One of the names I had a close look at recently is Salesforce (CRM), same general business as Snowflake but having proved itself."

Sloan says the above. Anyone in Tech knows this is not remotely true.
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