Very excited about today's news on the investments in Google and the homebuilder.
If Greg can sensibly deploy the free cash flow coming into Omaha, the story could quickly change and the feeling of stagnancy could melt away.
Roughly $30 Billion in the past 6 months is a very solid start. (Occidental deal, Homebuilder, and Google.)
Add in some serious buybacks, increased operational efficiencies, and the stock could be off to the races again for the RIGHT reasons.
And maybe this investment with Google will lead to Google building out data centers with Berkshire Energy?????
And maybe the hunt for the mythical $150 Billion Elephant needed to move the needle will be replaced with a rapid fire series of 15-20 $10 Billion deals over the next 3 years?
Maybe there is more opportunity in this world for a business with $350 Billion and a highly energetic 63 year old CEO than we could have ever imagined?
While BRK may not be cigar butt liquidation cheap, at current prices the business has zero potential for fast growth priced in.
Looks like a great asymmetrical trade.
Go Greg!
Make Berkshire Compound Again!