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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Uwharrie   😊 😞
Number: of 12538 
Subject: The Future and the Law of Large Numbers
Date: 08/16/2024 10:18 AM
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Some information:

• As Jim has recently re-confirmed, Berkshire has been compounding book value at an amazingly steady rate over the past ten years.

• Berkshire is the 15th biggest corporation in the world. https://en.wikipedia.org/wiki/List_of_largest_comp...

Berkshire is the 7th largest U.S. corporation by revenue: https://en.wikipedia.org/wiki/List_of_largest_comp...

• John Huber runs a successful fund and gives his thoughts why Buffett is paring Berkshire's Apple stake. Please note how his analysis delves into the limited list of investment opportunities with scale and quality available to Berkshire. https://basehitinvesting.substack.com/p/thoughts-o...

What are your thoughts as to how the Law of Large Numbers plays out at Berkshire in the next two years and also in the years post-Buffett? Spin-out into corporate groups akin to what Danaher did? Buy back gobs of Berkshire stock whenever it is cheap, say, during a recession? Keep soldering on as it has been doing and find ways to drive organic growth capable of maintaining the long-standing growth curve? Other thoughts and venues?

Uwharrie
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