$Berkshire Hathaway(BRK.B)$ BRK.B — Recent Bullish vs Bearish News
Conclusion: Over the past ~2 months the news flow on
Berkshire Hathaway (BRK.B)
watchlist
has been net-positive on fundamentals and capital allocation, but that has not translated into share performance — the stock is up only ~0.6% over 52 weeks and has lagged the S&P 500 materially. The bull case rests on the post-Buffett handover executing (buybacks restarted, cash being deployed, a large Alphabet position built); the bear case rests on weak insurance underwriting, a still-huge cash drag in a tech-led market, and the fact that the new CEO is not yet fully credited by investors. Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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