Post #19066 by Cardude on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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I think there’s a lot of low hanging fruit with operational efficiencies that will flow directly to the bottom line…and we are principally a collection of operating companies…and Greg is an operations guy. I don’t see how thats not an improvement at this stage in Berkshire’s evolution.

I agree we might gain some efficiencies due to Greg's operational skill, but I don't think that balances out what we lose on the capital allocation front.

I think Berkshire will eventually have to succumb to an Apple-like auto buyback strategy or regular dividend.
I am afraid Greg will constantly have tremendous pressure put on him to "do something" with all that cash, and I would rather have a more aggressive buyback strategy or even a stupid regular dividend in place verses having Greg constantly pressured into making a very large (and possibly disastrous) acquisition.

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