A stock split would have no effect on a Berkshire's intrinsic value, but could keep super-voting Class A shares in the hands of longtime shareholders ...
Berkshire Hathaway reported third quarter results on November 5, 2022. This article examines recent trends in the company's net operating income ...
Greg Abel has purchased 168 Class A shares of Berkshire Hathaway for $68.3 million. This article takes a look at Mr. Abel's decision in the context of his future role as CEO ...
Dempster Mill Manufacturing Company, one of Warren Buffett’s early investments, was very profitable but profoundly influenced his approach to turnaround situations ...
Accounting treatment for 20% positions has varied over the years, as we can see from the cases of BNSF, Moody's, DaVita, KraftHeinz, and American Express ...
A closer look at GEICO, Repurchases, and Greg Abel's BHE sale ...
Accounting rule changes introduced in 2018 have distorted the analytical value of Berkshire Hathaway's quarterly net income. Operating income is a more useful measure ...
Berkshire's stake could soon surpass a key level with important implications. Could this be a prelude to Buffett making an offer to acquire the company? ...
Examining seventeen years of Warren Buffett's donations to five foundations In 2006, Warren Buffett pledged to distribute all of his Berkshire Hathaway stock, representing over 99% of his net worth, to philanthropy. Rather than setting up his own foundation, Mr ...
The basic format of Berkshire Hathaway’s annual meeting has remained unchanged for decades. CNBC’s Warren Buffett Archive has annual meeting videos dating back to 1994 and it is interesting to see how the principles expressed by Warren Buffett and Charlie ...
In preparation for the Berkshire Hathaway annual meeting, I wrote a twitter thread with some financial statistics and general thoughts ...
This post published in April 2022 discussed how Berkshire Hathaway might acquire minority interests in its energy subsidiary. In June 2022, Greg Abel's 1% interest was acquired ...
Introduction Let’s put ourselves in Warren Buffett’s shoes on Friday, February 25, 2022. Mr. Buffett’s annual letter to Berkshire Hathaway shareholders was scheduled to be posted on the internet the next morning. ((Warren Buffett has often stated that his annual letter is ...
In this interview, Chris Bloomstran appeared on The Investors Podcast to discuss several topics related to Berkshire Hathaway ...
Berkshire Hathaway has agreed to acquire Alleghany for $11.6 billion. The offer values Alleghany at 1.26x book value. This article examines the specifics of the deal ...
Most corporate directors have minimal skin in the game. Berkshire Hathaway is a notable exception. This article looks at the ownership interest of each Berkshire director ...
Berkshire Hathaway's dual class share structure concentrates voting power with Class A shareholders. This advantage will become much more important in the future ...
This article explores selected items from Warren Buffett's 2021 letter to Berkshire Hathaway shareholders and also includes a detailed analysis of recent share repurchases ...
Greg Abel is likely to be named as the next CEO of Berkshire Hathaway. How should shareholders think about the alignment of incentives at the company once CEO succession occurs? ...
On July 8, Warren Buffett submitted a regulatory filing to document his annual contributions of Berkshire Hathaway stock to several charitable foundations. The filing included the total number of shares Buffett held as of July 8 along with the percentage ...