Berkshire Hitting new highs

Praveen Chawla GuruFocus PremiumPlus Icon Jan 14, 2022

Berkshire Hathaway is the ultimate value stock. Its operating companies are mainly in insurance, railways, energy, and manufacturing.

Value and cyclical stocks underperformed growth and momentum stocks by a wide margin for a number of years and value and cyclical stocks are finally starting to act well and Berkshire Hathaway is a great way to play this movement due to its large exposure to financials (Bank of America and American Express are its second- and third-largest public holdings), industrial, and rails, in addition to a number of technology stocks, including its by far largest single holding, Apple.

The main negative on the stock is the ages of Warren Buffett and Charlie Munger. While the stock will likely suffer in the short term when one or both of them die, the major decision making at the company has been in the hands of others for some time.

rittifozdar GuruFocus Premium Icon May 11, 2022

What is your thought on what's a good price to buy BRK-B at?

Praveen Chawla GuruFocus PremiumPlus Icon May 12, 2022

Now is a good time.