When looking at our current business, we have a bunch of SLOW growers.
A bunch of boring companies that are not going anywhere fast...up or down.
For people outside the Berkshire tent there is currently almost no reason to own this stock.
Sure, an average 3-4% revenue growth plus another 3-4% of increased operating improvements can lead to a nice slow and boring 8-9% annual earnings per share increase.
But I gotta believe that type of slow growth is not why Greg or anyone else would want the job.
Berkshire offers a different and possibly better type of launch pad than SpaceX.
No CEO in history has taken the helm of a $400 Billion war chest strapped to a business throwing off $50 Billion in additional free cash flow.
I'm looking for BIG things to happen FAST at Berkshire over the next 20 quarters.
I see an asymmetric opportunity with little to no downside, a conservative valuation, and an energetic CEO/dealmaker highly motivated to move the needle.
Let's hope Greg can Make Berkshire Compound Again!