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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: mungofitch ✹✺ SILVER
SHREWD   😊 😞
Number: of 22354 
Subject: Re: Just to be provocative
Date: 04/28/25 6:21 AM
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No. of Recommendations: 9
Holding Berkshire is easier than trying to trying to identify good US firms oneself --- and done by better ones (than me).

Indeed.
I laid out a fairly stark case for concluding that Berkshire's future rate of growth in value per share will no longer be higher than the average (or not meaningfully so), so one should no longer expect it to be.

But there are still several good reasons which one could list for having Berkshire as a core investment.


On the short term lighter side: Berkshire is more likely than most firms to get a nice one time boost for any capital deployed in the next bear market, whenever that may be.
On the short term darker side: a lot of BNSF's business is moving stuff that was made in other countries. Arrivals at the port of Los Angeles are down ~30% for the moment.

Jim
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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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