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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: carolsharp ✸  😊 😞
Number: of 22351 
Subject: Re: 13-F out
Date: 11/15/25 8:39 AM
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I have added to it in chunks all through - most recently earlier this year when it fell below $150. I once again find myself in the familiar position of having too much exposure to a single company so I doubt I will add meaningfully to the existing position soon. The price has almost doubled since April and it is still not obviously extravagantly valued compared to some of the alternatives in the market.

Yeah, I added to my position in April at $152 when it felt like peak "OpenAI is going to destroy Google". My plan was to sell that chunk if it reached $298 and rotate the money into Berkshire.

But now I'm not so sure. Confirmation bias?

Either way, I've had a Google position for 14 years, so I'm happy Warren is onboard.





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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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