Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (6) |
Author: nola622   😊 😞
Number: of 22353 
Subject: Re: Berkshire Defined
Date: 02/23/25 2:18 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 12
It would be great to see wholly owned subsidiaries make bolt-on acquisitions. They may be able to acquire companies, too small for Buffett to bother with. And they should have deeper knowledge of their field than Buffett.

And Buffett could use some of the cash hoard to finance the purchase if the subsidiary needed it, at an appropriate rate.M


These bolt-ons still happen but mostly remain under the radar. Marmon's subsidiaries have been pretty consistent acquirers. -
a 2025 example:
marmon.com - Microaire completes acquisition of neosyad

a late 2023 example:
marmon.com - Marmon iei to acquire trilogy communications inc

BHE bought more of CovePoint LNG in 2023 and that was a few billion dollars.

Allegany was a wonderful deal and it actually came with more cash and investments than it cost to acquire. Plus a bunch of nice operating companies like
wwafcosteel.com: W&W | AFCO STEEL – Relationship Driven, American Made.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to nola622 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 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
Unthreaded | Threaded | Whole Thread (6) |


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 | Open Questions | Moving a community