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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: LongTermBRK   😊 😞
Number: of 21944 
Subject: Re: Berkshire’s cash and next crash
Date: 07/31/25 10:12 AM
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No. of Recommendations: 4
>>Agree the Mag 7 doesn’t compare to .com
However, caution is warranted perhaps.

The AI capex is not going through the P&L accounts, or operating cashflow and is being depreciated over quite long time frames. See Meta’s cash burn.

Also see Microsoft’s declining margins.<<

Couldn't agree more. Great points. Caution is extremely warranted. The better comparison is the Nifty 50 of the 70s. Which is today a Nifty 7 version. Many of those Nifty 50 stocks were good businesses for decades. But the stock investments collectively in that era were clunkers for a long time. The extent to which AI extrapolations are a significant part of THESE valuations today adds even more fundamental risk going forward.
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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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