Consequently, I think Berkshire could add a vast amount of future value with a strategic purchase now. Companies Berkshire could buy include grocers; such as Kroger or the privately-held Safeway, Grubhub, Uber, Lyft, Ford (NYSE: F), railroads such as the Union Pacific (NYSE: UNP), CSX (NYSE: CSX), Netflix (NASDAQ: NFLX), Walgreens (NASDAQ: WBA), and the Canadian Pacific (NYSE: CP), and food makers such as General Mills (NYSE: GIS).
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Consequently, Wells Fargo has serious management and ethical problems. Hence, Buffett could be smart to dump this stock.
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Consequently, Ecolab’s business could explode because of the latest disease hysteria. However, Ecolab’s business could shrink if events show Coronavirus is not a threat.
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Buffett’s thinking on Biogen is easy to interpret. Uncle Warren thinks healthcare is a growth industry that could make a lot of money.
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“At Berkshire, the whole is greater – considerably greater – than the sum of the parts.” – Warren E. Buffett Chairman of the Board, Berkshire Hathaway Inc. Taken from the 2018 shareholder letter.
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However, there are far cheaper railroads out there. For example, the CSX Corp had a market cap of $59.79 billion, the Norfolk Southern had a market cap of $49.02, and the Kansas City Southern had a market cap of $11.24 billion on 22 February 2019.
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Therefore, California could limit the amount of float, Berkshire Hathaway (NYSE: BRK.A) brings in by changing the way auto insurance rates calculated. For instance, women could pay less and men more through gender-neutral auto insurance.
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My prediction is that Buffett will buy up lower priced stocks of cash-rich dividend paying companies. Since there are lots of those out there it is hard to predict what will catch his eye.
Berkshire will be confine major investments to private equity, which is booming right now. Likely, private equity targets for Berkshire Hathaway include Lyft, Instacart, and Airbnb.
Lyft and Airbnb which both have the potential to generate a lot of cash will attract Uncle Warren’s attention. Instacart, which has escaped attention by operating in an unsexy; but huge, market groceries might catch Buffett’s eye.
The idea is to create a private enterprise that functions something like Britain’s National Health Service (NHS). That is one stop shopping for all your health insurance and healthcare needs. The NHS operates hospitals and provides health insurance in the United Kingdom.
CVS is more like the NHS than many people think; it already operates more than 1,100 MinuteClinic walk-in healthcare facilities, for example. There are MinuteClinics in 33 states and the District of Columbia that have received more than 37 million visits.
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It looks as if the future of electricity marketing will take the form of retail. One wonders if this is a viable industry and if energy-based cryptocurrencies will one day become a value investment.
The marriage of cryptocurrency and energy might create a fascinating new class of investments. Only time will tell if these tokens will have any real value.
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