He has said the days of outsized returns for Berkshire are over, it's just too big. Buffett is patient, he'll wait for the "fat pitch" like he always has and then he will hit the ball out of the park like he always has
@@foxbat888 That is not going to happen. Buffett specified that the game of buying entire publicly available companies is over, and he refuses to buy meaningful share amounts. Every non-insurance purchase over the last 15 years has failed.
Started a BRK b position yesterday. My entire portfolio is concentrated in fast growing (though profitable) companies, and I feel like Berkshire and ADM would be a good way to balance out my portfolio
I've self-managed my portfolio for 30 years, including 3 Berkshire Hathaway Class A shares (BRK:A) bought in the mid-90s for $17,000 each. I'm now liquidating some positions for new Gen stocks. Should I reinvest in gold? is your strategy enough to amass wealth?
I heard it was hedge in case tax laws changed if Harris won. I could be wrong but that seems to make sense if they were thinking of taxing unrealized gains.
BRK-B is up 60% since I bought it in 21. I wish I had purchased more shares. I like that they have that cash on hand to capitalize on selloffs but I wish they did something short term with it. Thanks for the video
that was one of the dumbest ideas ive ever heard. it would’ve caused a flight out of the US market the likes, never seen before. no american would have been able to retire
Holding Kraft Heinz and OXY, while selling Apple and accruing tens of billions in income tax. Seems like a sub-optimal outcome to me. As a Berkshire shareholder I’m not happy.
I agree. Having Berkshire stocks is basically: 1) Exposing yourself to what a 94 year old investor will do in an unknown future with that cash pile or 2) What his succesor with less experience will do. I'd rather own a combination of the S&P and bonds or cash.
He has said the days of outsized returns for Berkshire are over, it's just too big. Buffett is patient, he'll wait for the "fat pitch" like he always has and then he will hit the ball out of the park like he always has
@@foxbat888 That is not going to happen. Buffett specified that the game of buying entire publicly available companies is over, and he refuses to buy meaningful share amounts. Every non-insurance purchase over the last 15 years has failed.
I always get my popcorn out before watching your videos. Always informative!
Glad to hear it!
Started a BRK b position yesterday. My entire portfolio is concentrated in fast growing (though profitable) companies, and I feel like Berkshire and ADM would be a good way to balance out my portfolio
Excellent and really simple first principles approach to valuation! Thanks for the work that you do in de-mystifying investing.
Why is he holding cash? He is saving up for the next-model Tesla Cybertruck.
I've self-managed my portfolio for 30 years, including 3 Berkshire Hathaway Class A shares (BRK:A) bought in the mid-90s for $17,000 each. I'm now liquidating some positions for new Gen stocks. Should I reinvest in gold? is your strategy enough to amass wealth?
I heard it was hedge in case tax laws changed if Harris won. I could be wrong but that seems to make sense if they were thinking of taxing unrealized gains.
BRK-B is up 60% since I bought it in 21. I wish I had purchased more shares. I like that they have that cash on hand to capitalize on selloffs but I wish they did something short term with it. Thanks for the video
Bug rise ahead strong buy
he could buy Coke (KO)
Wander if WB is still supporting democrats after they posted the idea of "unrealised capital gains" as this is insane..
that was one of the dumbest ideas ive ever heard. it would’ve caused a flight out of the US market the likes, never seen before. no american would have been able to retire
@@Yunggrippacuz your right, this would kill the US stock exchange, and also many different finencial branchas which relay on the stock market like VC
Holding Kraft Heinz and OXY, while selling Apple and accruing tens of billions in income tax. Seems like a sub-optimal outcome to me. As a Berkshire shareholder I’m not happy.
I agree. Having Berkshire stocks is basically: 1) Exposing yourself to what a 94 year old investor will do in an unknown future with that cash pile or 2) What his succesor with less experience will do. I'd rather own a combination of the S&P and bonds or cash.