Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd

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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (2) |
Author: BreckHutHigh ⎊  😊 😞
Number: of 22353 
Subject: Gregg Warren
Date: 08/10/25 8:12 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
Morningstar senior equity analyst Greggory Warren says, “The Buffett premium hasn’t been there for a while.” He thinks other factors are at play.

“[It] was there for a long time because Buffett and Munger were able to find places to put capital to work,” he explains. “For a good 40 or 50 years, they had an information advantage and weren’t fighting a lot of competition.” But financial information is now much more readily available. At the same time, private markets are much more robust, and private equity firms are competing for deals that may have once attracted Berkshire’s attention. On top of that, Buffett is generally averse to bidding wars. The result is that overall, “[Berkshire’s] ability to do the deals they have in the past has diminished,” Warren says.

morningstar.com - Has buffett premium gone away berkshire stock

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to BreckHutHigh here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community