Added to YB: 2026-06-22
Pitch date: 2026-06-19
BRK-B [bullish]
Berkshire Hathaway Inc.
Author Info
Company Info
Berkshire Hathaway Inc., together with its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses.
Market Cap
$1.1T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.14
P/E
14.56
EV/Sales
2.10
Sector
Financial Services
Category
value
Berkshire Hathaway: Dividend-in-kind
BRK-B (holding update): Author treats Berkshire as 'index-in-kind,' annually selling 12-mo puts ~30% below Semper Augustus fair value est. June 2026: sold puts at $420 (26% discount). Holding since 2020 compounds 17% pre-tax CAGR (EUR-adj); puts add ~5% equivalent yield. Overall portfolio: 22.4% pre-tax, 16.3% post-tax CAGR over 6.5yrs, beating S&P. Key risk: delegation to Bloomstran's valuations.
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