Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

How Much Cash is Berkshire Hathaway Generating?

Stocks

Will Coronavirus destroy Berkshire Hathaway?

Under Buffett’s criteria, Berkshire is not a value investment because of its slow growth rate. Fortunately, Berkshire Hathaway has the resources to fix that flaw fast.

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Market Wisdom

Warren Buffett’s House of Cash: Berkshire Hathaway

“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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Market Wisdom

Berkshire Hathaway Comes Roaring Back

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.

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