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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: weatherman ✹  😊 😞
Number: of 22353 
Subject: Re: Smead Capital sells out of BRK
Date: 07/28/25 9:55 AM
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No. of Recommendations: 8

having read the smead&son posts for 5+ years, he does come out with some interesting value investment narratives, but never bothers with disconfirming points.

other actions tell a more full story.
smead recently uprooted his firm from a blue state to a red state.
moreso, he was 100% convinced trump&gop knows what they are doing and had a strategy. slightly less so now, only in that he treats economic damage as some acceptable byproduct of a mysterious greater good.
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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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