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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: Blackswanny   😊 😞
Number: of 21944 
Subject: Re: SIRI
Date: 10/12/24 4:51 PM
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No. of Recommendations: 6
Similarly, I had some WBD (dipped a toe) bought it at 8$ and sold it at 8$ after 3 months. I'd been watching it for a long time, interest piqued by the large Baupost holding on a low price to free cashflow multiple, paying down debt, business turnaround etc.

However, looking at the big picture their business is deteriorating, lots of competition, declining cable subs, lost the sports contract.

I thought why am I bothering when there's better, easier to understand opportunities around.

When a growth story is not there and they are replying on cashflow and a slow decline, that can often turn into a quick decline that snowballs, that's in the too hard pile for me from now on. It often seems to play out that way where super investors pick an investment go in big on a turnaround and the 15 PE turns into a 8 PE and drops another 50%.

Just an observation.
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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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