Added to YB: 2026-08-19
Pitch date: 2026-08-17
BRK-B [bullish]
Berkshire Hathaway Inc.
+4.78%
current return
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
$753.5K
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)