Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (31) |
Author: rnam   😊 😞
Number: of 19824 
Subject: Re: BRK - OXY
Date: 10/03/25 4:05 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
Similar to Pfizer buying Seagen. Take on a lot of debt to acquire valuable assets for the future, and then work it out so that you’re left with a strong core business and a clear focus. Takes a while. But when it succeeds, the rewards usually justify the risk.

Pfizer is the poster child for companies making one disastrous acquisition after another. Stock is at 1998 prices.

Both Kraft and Oxy have not been the Buffet’s best deals. The saving grace of the Oxy investment are the preferred shares. The warrants are very likely to expire worthless. The equity purchases are likely to be in the red for a long time, especially if oil prices go lower in a recession and/or OPEC raises output. Buffett made another error in selling the warrants issued in lieu of dividends in 2020 and then later buying equity at much higher prices.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (31) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds