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$BRK-B 📊 Berkshire Hathaway: how much could it realistically be worth?
When people look at Berkshire, many focus on just a couple of things: Buffett, Apple, and the equity portfolio.
But in my view, Berkshire is much more than just “a holding with Apple shares.”
If we look at the company through a simple sum-of-the-parts lens, the numbers look very interesting.
The current market...
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If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
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🎰 VICI Properties: Quality REIT with a 6% dividend $VICI
If we look at the real estate sector, VICI Properties is among the most interesting companies you can find in the US. For those who don’t know the firm, it’s a REIT that owns the land and buildings of the most famous casinos in Las Vegas, such as Caesars Palace, MGM Grand, and The Venetian. It’s important to understand...
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I sold the shares of these companies some time ago and moved the money into growth stocks. However, if interest rates continue to fall, those REITs could see solid growth.
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Do you think the amount of cash Berkshire holds today is appropriate? Will the company buy more after the leadership change?
The company $BRK-B still holds a record amount of cash. By the end of 2025 it was roughly $373 billion. The money is mostly held in U.S. Treasury bills, but personally I think the company could already start to reduce some of that cash.
Some stocks are at...
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They are still waiting for bigger discounts and don't need to buy anything right now anyway, because a stock like $CVX (one of their largest positions) has risen by 30%.
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I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
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Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
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The S&P 500 ($^GSPC) is up -10% year-to-date, while $BRK-B stock is already up more than 14%. The current negative sentiment hasn't touched this company much, which is amazing. I'm still invested in the S&P 500, but I'm thinking of buying $BRK-B quietly at a lower price .
What's your take on $BRK-B?
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$BRK-B reported very solid results today and the stock subsequently rose 4%. For example, operating profit for last quarter was up 71% (more in flash news). I regularly invest in the S&P 500, but this stock is also great for regular investing.
Would you rather invest in the S&P 500 or in $BRK-B?
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I don't invest in the SP500. I have individual stocks in my portfolio and $BRK-B is among them.
This year $BRK-B is lagging the S&P 500, but that can still change. Even if it doesn't, one down year doesn't hurt anything.