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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: unquarked   😊 😞
Number: of 22351 
Subject: Re: Buybacks have begun
Date: 03/08/26 12:03 PM
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who wouldn’t want to have two half-Berkshires and watch them grow into a 2XBerkshire in a couple decades? The idea shouldn’t be “We can’t consider that because it wouldn’t move the needle”, but “Is this capable of producing the kind of growth (consistent with other values) that a Berkshire shareholder has come to expect?”

I was thinking more along the lines of several divisions. Perhaps geographically distributed around the globe, or organized by sector or some combination of the two. This would allow for the systematic acquisition of the kind of companies that allowed Berkshire to grow so rapidly in the past. The argument against acquiring smaller companies seems to fly in the face of that far more rapid earlier growth. Effectively doing something like this might also afford substantial diversification advantages.

Tom
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
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Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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