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 (5) |
Author: WEBLUNCHx2 ✸  😊 😞
Number: of 22350 
Subject: Re: Some theories regarding Berkshire
Date: 08/31/24 4:59 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 9
I feel 5-8 are all plausible. I feel the market knows that Berkshire is going to experience a surge in earnings due to a trimming of 40 years of fat by Abel that has accumulated operationally.

Buffett always said he wanted to buy businesses that were so good that monkeys could run them. And I believe many of his acquisitions were excatly that, including the monkeys.

Buffett promised to leave those people alone to do their own thing and he kept that promise. But its a new era and regime at BRK and I believe this is a story that will be told over the coming years, a story that the market may already see unfolding.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to WEBLUNCHx2 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 (5) |


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

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