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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: longtimebrk   😊 😞
Number: of 21943 
Subject: Re: What Am I Missing? Please help!
Date: 07/11/24 5:58 AM
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No. of Recommendations: 7
Berkshire is over capitalized any way you look at it. I track the below

Apple was probably sold down further in Q2 but for now assume it hasn't been

AAPL as a % of BRK market cap = 20.6%

AAPL + cash as a % of BRK market cap = 41.8%

All equity + cash as a % of BRK market cap = 67%

Equity as a % of BRK market cap = 46%

Of course the approximate $200 billion of cash has claims against in primarily from future insurance claims.

Any debt within the subs will be managed within them and is considered as part of their respective valuations.

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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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