No. of Recommendations: 1
Summary
Berkshire Hathaway is very likely to deliver terrific performance for the full year 2024.
However, its earnings after that will face tough comparisons in the coming years, with an almost flat EPS projection between FY 2025 and 2027.
In the meantime, the company has halted share repurchases and sits on a record cash position.
Such capital allocation changes signal to me its heightened valuation risks and lack of deployment opportunities.
I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income & high growth with isolated risks."
https://seekingalpha.com/article/4754081-berkshire...