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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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: hclasvegas   😊 😞
Number: of 22347 
Subject: Dear Mr Buffett, and your letter next week.
Date: 11/08/25 10:10 AM
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Please address two issues and share your current thinking.

At the current valuation of SPY do you still think it's appropriate for anyone to be 90 $ SPY, or would you suggest more diversification?

In view of the current SPY valuation and the fact that spy currently yields a bit above 1 % would this be the appropriate time for brk to issue a quarterly dividend to yield a bit below 1 $ to be an even more reasonable alternative to spy. Obviously, our current cash balance justifies this decision.

Keep in mind that once you pass the Foundations will be selling 5-10 Billion brkb annually for ten plus years. Many other old time brk longs, including me, might be selling as well. The div will help create added demand worldwide, which will help absorb all that selling.

Thank you for being the most unselfish CEO and control person of a public company in the 50 plus years I've followed the markets, perhaps in the history of capitalism. Not a bad legacy partner, our kids, grandkids, and heirs all thank you! Hopefully you make it to 100 and I hang on to see it!

Happy Holidays to you and the family. hc

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This community has written 21,850 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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