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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: shaun1776   😊 😞
Number: of 21941 
Subject: Re: OT: What are you holding/buying?
Date: 10/30/23 3:41 PM
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No. of Recommendations: 5
I owned WTM in the past thanks to Jim pointing it out. Two interesting events at WTM:

investor.whitemountains.com - White mountains acquire majority stake bamboo

Bamboo was launched in 2018 by John Chu, a seasoned insurance executive. Bamboo provides homeowners' insurance for over 100,000 California policyholders, using its technology-enabled underwriting platform to select and manage risk. Bamboo has grown profitably and rapidly in the challenging California market and is now poised to expand into other states.

investor.whitemountains.com - White mountains launches white mountains partners

John J. Daly, a former founding member and principal of Alleghany Capital, has joined WM Partners as CEO and Managing Partner. The business will seek to establish majority positions in companies with $10 to $50 million of EBITDA and intends to deploy up to $500 million of equity capital over time.

And two companies that still have explosive sales growth that I'm looking at (via Barron's):

Citi analyst Andrew Baum wrote that Eli Lilly's diabetes drug Mounjaro, still awaiting approval for weight loss, could eventually reach peak sales of around $60 billion, with $37 billion in sales coming from weight loss treatment. Lilly's third-quarter sales are expected to rise 29%, according to FactSet.

Lilly's Mounjaro is competing with Novo Nordisk's weight-loss drug Wegovy and its diabetes treatment cousin Ozempic. Novo Nordisk has become the biggest European company by value since the Ozempic phenomenon. Third-quarter sales are expected to rise 34%, FactSet said.

Trying to hit near the bottom in beaten up stocks like INTC and DG can be profitable.
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Members reply directly to shaun1776 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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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