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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: longtimebrk   😊 😞
Number: of 21939 
Subject: Re: Strange Market
Date: 05/12/26 2:18 PM
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No. of Recommendations: 11
"What is the general bear theory for Accenture?"

I competed with Accenture when I worked in Europe. I beat them while running BP and then Shell for an IT company. They are very formidable and have excellent C suite relationships and software assets.

The bear case is there will be WAY less demands for bodies and therefore billable hours for legacy IT services with AI. ACN's most recent book to bill was 1.2x which is positive.

The bull case will be predicated upon how well their AI acquisitions and talent repositioning goes.

Inexpensive at 10x free cash flow.
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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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