No. of Recommendations: 4
never makes it.
When I heard that Becky was doing that two-hour lovefest with the Buffett family, I didn't expect to learn much or hear anything substantive unless Warren brought it up. I wasn't disappointed.
Warren could have told Becky that the purchase of googl was a joint decision by Ted, Greg, and Warren, but he didn't. He could have said that was the first buy made by Greg and Ted, without his input, which would have been bullish, but he didn't.
Warren could have said, I want your viewers to understand I no longer believe it's appropriate for retired people to be 90% SPY, in view of the SPY current concentration, valuation, low yield, and risk, going forward. I now believe brkb offers better value with less risk than spy.
Brkb will be declaring a 1$$ a share quarterly dividend as of q-2 2026, which I believe will make brkb a compelling value relative to spy, going forward. With brkb yielding a bit below 1 %, every income fund on the planet will be a buyer of brkb. Every growth and income fund, on the planet, will be a buyer of brkb. The small taxable event as a result of the div will be more than made up by the increased demand for the common which will trade higher as a result of the dividend, and increased demand for the common.
Buffett could have said, I never really appreciated the fact that every share of brkb is valuable and very dear, hence we should have bought back brk shares more aggressively beginning 20 years ago. At Berkshire we don't have stock-based comp and we don't give away brk shares like its candy. When brk buys back a share of common we reduce the issued and outstanding by that share, forever. No other public company can say that. Unless we use brk shares to complete an acquisition, which is unlikely, repurchased shares remain in our treasury, forever. Therefore, I believe brkb will outperform spy going forward, with much less risk.
It's going to be very interesting to see how Greg thinks on these critical issues, but who knows, Warren may have to pass before Greg is truly in control.
Warren almost NEVER makes the bullish case for brk, so I did. I'm expecting shareholder friendly moves the next two years, IF, huge IF, Warrens old school thinking, takes a back seat and he really allows Greg and the team call the shots.
As I posted on Friday, I bought back the calls I was short and sold some puts when brkb broke 480 on Friday.
BTW, let's not have childish responses from the old timers, that's my call, Bullish now, hoping Greg, gets it??
I did learn one very material fact in the two-hour lovefest but I'm keeping that to myself for now. Good luck to all who believe the bullish thesis. hc.
No. of Recommendations: 16
Brkb will be declaring a 1$$ a share quarterly dividend as of q-2 2026,
If it doesn't, will you SHUT UP about a BRK dividend?
Thanks.
No. of Recommendations: 33
If it doesn't, will you SHUT UP about a BRK dividend?
Oh, hey, there are probably some reasonable conversations to be had about a dividend. The firm will make the tragic declaration of being definitively ex-growth sometime, and the stock will thereupon proceed to the tax toilet. We all know it's coming some day, in the same way that we all know we'll die. Plan for it rationally, but try not to dwell.
I was just going to post something along the lines of, if they don't introduce a dividend as you have so confidently predicted, will you agree to start no more than two or three threads a week?
Jim
No. of Recommendations: 1
The health insurers, team trump strikes again.
No. of Recommendations: 2
For decades wall street experts have opinioned on stock values based on, next years projected earnings etc.
What if Greg believes that in view of current market conditions he believes brkb is trading at, a material discount to IV and BV, based on next years projected expectations?
What if Greg intends to prove that all of our wholly owned subs can be run more efficiently? What if Greg is as sharp as Buffett claims?
Were T or T ever allowed to buy brkb at prices Buffett wouldn't the past 12 years?
Buffett has undervalued and underappreciated the value of a share of brk for 40 years, perhaps Greg really has a better understanding?
BTW, keep in mind the same, usual suspects, aka, experts, mocked me for over a decade for pounding the table for Buffett to authorize a buyback at, material discounts to IV. I was many years early but better late than never.
Let's see if Greg is a sharp as Buffett has represented.
500 before 460!!
Disclosure, long the common, no longer short calls, but I am short puts again when the stock broke below 480 last week. So yes, I'm talking my book.
