Subject: Re: 2026 and beyond
For what it's worth, two very sharp old timers who no longer post for obvious reasons, now agree that by mid 2027 brkb will pay a quarterly dividend.
Like most shareholder friendly moves in brkville that's too late but better late than never. IT's highly unlikely this will happen in 2026 while Buffett is still with us.
SPY yields a bit above 1 percent, it's VERY heavy weighted toward the highest risk stocks and is no longer appropriate to be all in, or 90 percent spy, after retirement. Wouldn't it be nice if Buffett had one last call with Becky and updated his decades old calls that are no longer appropriate? I seriously doubt Buffett would currently tout SPY 90 percent for retired individuals but who knows.
IF brk declared a 1$$ a B share quarterly dividend to yield a bit below 1 percent brk would be a compelling alternative to the very high risk SPY, based on its current concentration and valuation.
brk should also acquire the, right of first refusal, on all Foundation sales, which I first advocated in 2006.
I doubt any shareholder friendly moves happen in 2026.