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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: hclasvegas   😊 😞
Number: of 22347 
Subject: Re: brkb, float, other opinions are coming,
Date: 09/21/26 1:15 PM
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" Hi HC, doing my best for the team... I have replaced my Buffet buying with my nephew buffet buying.. if everyone here does similar, no problem :-)....actually ST its even better as I dont sell mine and he is buying, the available share count in my corner of reality is supportive :-)"

Hi Bird hope all is well. When we first met 20 plus years ago we were buying Buffett near BV, PLUS, Buffett had many moves he could make to get the stock higher, as you well know. I'm sure you remember how brkb traded when Buffett finally authorized a buyback, with a silly 1.1 xs BV limit, many years too late.

A buyback at, material discounts to IV is already baked in, Munger is gone, Buffett is in very late innings, brkb buys no longer get the, Buffett bounce", this is no longer the brkb we bought 20 plus years ago. At 1.45 xs BV, a slight discount to IV, maybe 15 % or so, your nephew isn't getting the future we got long ago.

Good luck to you both, I'm a hold, at best, for the next two years.
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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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