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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: rayvt ✧☼🐝🐝  😊 😞
Number: of 22354 
Subject: Re: New post from Brooklyn investor
Date: 02/17/26 9:26 AM
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No. of Recommendations: 1
"Which will result in the "good" stocks going up in price and the "bad" stocks not.
So look at which stocks are doing what. And buy stocks that are going up."

Looks like you're out of Berkshire then?


I have only 5.7% allocation to BRK. Most of that is in taxable accounts with a very low basis and a quite large capital gain which I don't want to pay taxes on. Anyway, BRK is still mostly going up. Long term. Just not right now. Haven't bought any more in a long time.

I have a larger allocation to GOOGL, 7.5%. And it is going up quite nicely.


Actually, I have been giving BRK the stink eye for quite some time, because the P/B has been stalled above 1.5
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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
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