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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: EVBigMacMeal   😊 😞
Number: of 15058 
Subject: Re: What are we missing?
Date: 03/26/2025 11:16 AM
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No. of Recommendations: 5
Battleship going into stormy seas (diversified incomes, cash, management).

Do buyers expect it to produce returns over next 5 years. Maybe they are no longer comfortable with all their equities money in the S&P 500, Mag 7 but don’t want to get out of equities completely, so they find Berkshire a better option.

Valuation hasn’t mattered much to many groups of investors in a long time, so they might like the share price momentum. The cash optionally must be the main attraction though I would have thought.

Any rotation out of index and Mag 7, however small, might be having a big effect on Berkshire (one company and stubborn sellers…generally).

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