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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: Cardude ✧  😊 😞
Number: of 21938 
Subject: Re: Hopes, for Greg’s first letter?
Date: 02/26/26 9:36 AM
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I think there’s a lot of low hanging fruit with operational efficiencies that will flow directly to the bottom line…and we are principally a collection of operating companies…and Greg is an operations guy. I don’t see how thats not an improvement at this stage in Berkshire’s evolution.

I agree we might gain some efficiencies due to Greg's operational skill, but I don't think that balances out what we lose on the capital allocation front.

I think Berkshire will eventually have to succumb to an Apple-like auto buyback strategy or regular dividend.
I am afraid Greg will constantly have tremendous pressure put on him to "do something" with all that cash, and I would rather have a more aggressive buyback strategy or even a stupid regular dividend in place verses having Greg constantly pressured into making a very large (and possibly disastrous) acquisition.

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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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