Re: Not Happy

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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No. of Recommendations: 22

I think you are overstating Berkshire's investments in AI and tech. Google and Apple are not pure AI companies, they have other products with moats that make them money. I think it's OK if 10 percent of Berkshire's value is in tech/AI, I think it's diversification. I would not want them to be 100% insurance, either. Think of Coke and American Express, and remain calm.

Cheers,
Stopped Clock

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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

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Summary of 2Q 2026 · 54 recs · 2026

3Q Summary · 53 recs · 2024

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