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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: rnam   😊 😞
Number: of 21944 
Subject: Re: WSJ article - Value investing needs a tuneup
Date: 02/12/25 10:33 AM
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The problem with many of these factor based value indices is that they get over weighted with cyclical sectors. Five of the top 10 stocks are in oil & gas sector. 23% of the holdings are in energy sector. Energy is deeply cyclical, and the temporary high cash flow can reverse dramatically in the down cycle.

I have seen this in many other "value" investments. High dividend funds overweight in utilities and REITs. Low PB overweight in banks and insurance.

It would be great to combine these value factors with above average revenue growth / share. Any suggestions on ETFs that do that?
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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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