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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: BreckHutHigh ⎊  😊 😞
Number: of 22353 
Subject: Re: CDS and hyperscaler lending
Date: 05/25/26 10:27 AM
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"And yet Berkshire tripled their GOOGL (+GOOG) position in Q1. Apparently they weren't concerned about their "tanking" free cash flow yield. What do they know that we don't?

How to invest with a long time frame?"


And more specifically, maybe they think there will be a decent return on the massive amount of capital being deployed, which in turn is causing cash flow yield to "tank" in the short term?
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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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