Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (16) |
Author: Knighted ✧  😊 😞
Number: of 15062 
Subject: Re: Articles on the quarterly results
Date: 11/06/2023 11:17 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
The economy has been slowing, which is just a cyclical issue and will pass. But I am unsure how much that explains the flatness. Overall I am much more concerned than the average "second order thinking" press coverage.

Thanks for sharing the graph.

Berkshire's performance going off the expected rails is concerning. It's also concerning that there still doesn't seem to be evidence of Berkshire's pricing catching up/keeping up with the cost inflation that hit last in the last couple years.

Have the Q3 results caused you to consider reducing your BRK allocation? (including Cash that would likely go back into BRK at a more opportunity P/B opportunity)? Or at this point, are you waiting to see how additional quarters play out to get a better indication that "this time is different"?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (16) |


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

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds