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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: YoungandOld   😊 😞
Number: of 21943 
Subject: Re: OT: Activision
Date: 07/13/23 12:53 PM
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Well good luck to both of us then. I hope this closes out soon.

The problem will become where to deploy the cash. I am having a hard time finding things that I want to invest in after the run up this year.

On that point, anyone with good ideas? Do people have thoughts on INTC? Its one of the few tech things that trade at an attractive valuation but INTC has lost so much to competition and poor execution over the last 5 years. Given the capital intensive nature of the industry and the benefits of being further down the experience curve, I used to think it had a huge moat. But that has turned out not to be as strong an advantage as I would have thought. But I can't get myself to sell out of it. Its an oligopolistic industry, with huge returns to scale. INTC strategy of being differentiated through vertical integration in a category where most are using foundries seems to me to be a large source of strategic leverage if they can get the execution right. So its made it difficult to get excited about selling out of the shares even though its been a stinker now for a long time. I am constantly thinking about investing more instead. Is that a sucker's bet?
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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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