Samlunch
2024-08-28

$Berkshire Hathaway(BRK.B)$ 

Not too sure about the future of BRK.

Their insurance businesses have grown too large, and now that they have axed their holdings of Apple in half, there is not much technology tilt in their portfolio.

I feel they will grow in line with the Dow Jones index, and will underperform QQQ over the long term but with lower volatility.

It remains to be seen what they will deploy all their cash in treasuries into, but any news of increased stakeholding will send the respective stocks soaring. 

Berkshire Enters 1 $Trln Club: Happy Birthday to Buffett!
Berkshire Hathaway enters $1 trln market club just before his Birthday. --------------- After entering trln club, is there still room to grow? Will you invest in Berkshire Hathaway in long-term? What would you say to Buffett on his Birthday?
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