RadMan24
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Yea, good point, those businesses let you stay rich.
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I think this is exactly true. Jain is getting up there but I believe his health will be the limiting factor, not the fun or interest.
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A LNG project with one of the Japanese trading houses would be my bet.
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Annual dividends are not for Berkshire. Specials are far superior, if you prefer managment who can allocate capital to have the maximum flexibility . . .
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Reuters attacking BHE's N0x emissions https://www.reuters.com/investigations/buffetts-berkshire-hathaway-operates-dirtiest-set-coal-fired-power-plants-us-2025-01-14/ Perhaps I'm biased, but it seems to whitewash all of BHE's clean energy investments and doesn't really make ends meet on a few key points. But I digress.
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That's quite interesting thanks for sharing.
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Thematically, sure yes, the best mitigator to the most likely result of global warming is extended heat days and any sort of sane government action will be to incentivize high efficient HVACs, especially in areas that may not have ever thought they would need HVACs (or simple ACs), like Maine.
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Why did so many smart investors miss making a killing on BRK stock?
RadMan24 replied to Viking's topic in Berkshire Hathaway
There have been two really smart investors that bought BRK in recent years when the stock was performing poorly relative to the S&P 500 due to lingering concerns about Buffett and such: Meryl Witmer and Greg Abel. Meryl bought in May 2020 at $173 for Brk. B - now $400 Abel bought Sept 2022/March 23 - call it $400,000 for Class A, now $600k. -
https://www.ft.com/content/9619f503-6fd5-4256-8a5a-09eeebd08692 "Buffett sounds wildfire alarm as utilities industry enters new era"
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I'll just start "dynamic ordering" -- place the order and then just drive off.
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US DOJ threatening to sue Pacificorp is the reason for "collapse" Headlines came out 4 hours ago.
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Thanks for sharing -- but it is clear through those documents that 1.) The rate increases will be large, but still below what other Western states/cities pay and 2.) Any major fire event in the next year or two will be catastrophic. Luckily the West has had a landslide of snow in the mountains and rain this winter, but we'll see how things play out.
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WSJ picking up on the Japan investments: https://www.wsj.com/finance/stocks/warren-buffett-was-there-for-the-japanese-market-rally-deb6315c?mod=hp_lead_pos2
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We'll see what differences are noted in the 2023 BHE investor presentation, whether there are any chnages to capital allocation plans or the like. Nevertheless, it is letters like these that make you realize how fortunate it is we have a whole weekend to ponder the results and outlook, without any 'trading' dynamic distractions influencing our thinking.
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Agreed.