Posted: 1/28/2026 2:10:26 PM EDT
[Last Edit: merick][Edited]
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This was a multi decade long term compounding outperforming geological force... right up until the instant I started picking up B shares last year. Basically there has been no bounce since the initial tarrif panic and Warren announced his retirement. Item 1 ; Whatever trusts and pro-abortion charities that received Warren and Charlie's shares will put selling pressure on large blocks of shares that were not for sale when they were working. ("working") Item 2 ; The huge cash position exposes them to coming cuts in interest rates, while at the same time they don't see deals elsewhere or even in buybacks of berkshire shares. Eta item 3 ; The insider's insider is currently on the outside.  Discuss |
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I have no idea what I'm talking about, but I always figured the stock would tank at least for a period of time once he retired. Perception is reality and a common perception is that Buffet IS the company. So when he is gone the company is effectively gone in the eyes of a lot of people. To add fuel to the fire, long-term investment based on actual financial performance of a company is not what the average retail investor does anymore. A far easier and less risky way to invest like that would be an sp500 or nasdaq index fund (much like Buffet recommends). |
Moderate-Length Barrel Evangelist
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| I wonder about this too. I think that since he is still on the Board of Berkshire Hathaway, that counts for something. I think when he passes away, the stock might see significant change in value. I really do wonder how much he has been involved with over the last few years in terms of the companies decisions. It seems like he has had his "Lieutenants" in position for a while. |
Chamath choosing violence  Chamath Exposes Warren Buffett's Secret to Success I don’t have a dog in this fight but I’ve always found it curious how Berkshire’s performance the few decades was largely owed to their investment in Apple. Claiming Apple is a consumer products company and thus doesn’t violate their anti tech stance seemed like mental gymnastics to me. Guess that stance is over since they bought Google. Their 13F apparently came out today and showed they trimmed Apple & Amazon while buying New York Times which is a whole new level of WTF. |
— Porter & Company (@Porter_and_Co) March 2, 2026 Tldr; open letter to brk board or directors, "you suck and here's how" |