Added to YB: 2026-08-19
Pitch date: 2026-08-17
BRK-B [bullish]
Berkshire Hathaway Inc.
Author Info
No bio for this author
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
6.59
P/E
12.67
EV/Sales
2.19
Sector
Financial Services
Category
value
The Investing Ledger | Portfolio update, Q2 2026 - Berkshire Hathaway Inc.
BRK-B (new position): Contrarian buy amid underperformance mockery. Sum-of-parts at $510: $1,094bn cap less $365.5bn cash & $323.8bn equities = $405bn operating biz at 11.4x vs equal-weight SPX 21x (~46% discount). Diversifies from AI, acts as cash-equivalent hedge. Caveats: unrealized gains overstate portfolio (adj ~12x), $15bn capex weakens conversion, no catalyst to close conglomerate discount. Trusts Berkshire quality/culture under Abel.
Read full article (2 min)