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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: sykesix ✭  😊 😞
Number: of 21944 
Subject: Re: BRKB vs SPY last 5 years
Date: 03/12/25 8:02 PM
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No. of Recommendations: 6
The question Divi20 would never answer was what were his assumptions for the S&P in terms of earning growth and/or multiple expansion that would occur for the index to beat BRK. Would the earnings of the entire index soar? BRK earnings tank? P/E ratios grow to the sky?

That's the part I got tired of. The observation he objected to was:

SPY: Price expanding faster than the valuation.
BRK: Price not expanding faster than the valuation.

So if you believe in the weighing machine, the latter is the better investment. The overarching theme of this board over two decades (thanks largely to mungofitch) has been sometimes BRK is a great value, and sometimes it isn't. Divi never picked up on that nuance.
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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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