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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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: mungofitch ✹✺🐝🐝🐝 SILVER
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Number: of 22989 
Subject: Re: New post from Brooklyn investor
Date: 02/15/26 11:02 AM
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No. of Recommendations: 12
Not a very uplifting piece...

I don't see a big problem with the board.

What would concern me for the firm's future is this:

At its core, Berkshire's business is best described as buying businesses with material future owner earnings at decent valuations, then using the resulting free cash to repeat. That's about it. The core activity is investing. Public or private, makes no difference.

Mr Abel is not an investor.

As Mr Buffett has lectured at length, the key activity of any CEO is capital allocation, and even more so at Berkshire. On that front, the firm is bereft and adrift and likely to remain so.

The only prayer for future better-than-muddling results is a corporate culture tradition of avoiding the more obvious stupid choices, like transformative M&A for the sake of looking in control. And maintaining a great balance sheet. Pretty thin gruel.

Jim
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This community has written 22,499 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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