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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hclasvegas   😊 😞
Number: of 21943 
Subject: Buy Berkshire Hathaway Before
Date: 07/07/25 12:33 PM
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No. of Recommendations: 2
" My Final Call
Today, Berkshire Hathaway offers an interesting investment opportunity to buy a diversified holding with a strong book of business, highly profitable segments and a record cash position at a valuation more in line with stagnant conditions than a growth profile.

My DCF and SOTP models suggest that the intrinsic value of the stock could be between $500 and $535, with fair value slightly below the current market price even in the most pessimistic scenario. Strong cash flow, robust insurance premiums, a monopoly position in railroads, and regulated high-margin utilities provide a safety margin against external shocks, from hurricanes to macro pressures to legislative changes.

The key to continued growth lies in whether management, led by Greg Abel, demonstrates the ability to effectively deploy more than $200 billion of excess cash (buybacks, acquisitions, or dividends) to close the current "Buffett discount". My position is therefore to accumulate BRK.B at around $480, with a target level of $535 (11% upside), and a potential of over $600 (25% upside) over a 12-18 month horizon, with the successful triggering of some of the catalysts."

seekingalpha.com - Buy berkshire hathaway before the market realizes its value
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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
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