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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15055 
Subject: Re: Second quarter comments
Date: 08/09/2023 9:50 PM
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More 2Q commentary, links courtesy of Rationalwalk:

Kingswell:
Some Thoughts on Berkshire Hathaway's Q2 2023 Performance
In the second quarter, Berkshire's elephant gun turned into a bazooka

https://www.kingswell.io/p/some-thoughts-on-berksh...

Bloomstran:
https://twitter.com/ChrisBloomstran/status/1687913...

Conclusion: 'All in strong insurance, little to do on cap allocation outside growth capex. Modest share repos. Net equity sales. Weak industrial and housing volumes. Growing dry powder. You get the sense Berkshire is waiting around for something to happen. It always does. Great quarter, guys.'
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