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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: LongTermBRK ✹🐝  😊 😞
Number: of 22347 
Subject: Re: Buffett Previous Buyer at this Book
Date: 10/30/25 3:38 PM
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No. of Recommendations: 13
Good question. Glad you asked because every situation IS different. For me, I'm always overweight Berkshire but not quite as overweight as I was a decade ago. LT gains have been a source of consumption. As I've written previously-that's about me-- not BRK.

So, much of what I don't have in Berkshire along with ultra safe short fixed income--I've had in stock index funds. It's a rare time when I feel the indexes are just so way overvalued they should be trimmed--but I've trimmed them recently. So in my LT Berkshire/Index "balance" I've lightened up on the Index recently and I see Berkshire as substantially more attractive and it's not even close. It's not a trade its a small amount of cash intended for the long term-reallocated. Wasn't planning on adding to Berkshire but Berkshire came to me :)

I don't make this move lightly. Re: the Index recently: Don't believe in cutting the rose at the stem per Lynch. So, I had money freed up and, yeah, I'm overweight even more Berkshire to your point.

But on this topic-- Buffett cites Mae West "Too much of a good thing is....wonderful".
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This community has written 21,850 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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