ValueMaven

Would anyone possibly have the complete list of all Berkshire buybacks? I realize I can pull this manually from the Q - but it takes time. I'm looking for: Date, Price, Buyback Price, Share Class type etc. I've seen imagines of the cumulative amount etc - but looking for the raw data. Thanks a lot!!

On the positive side - Davis is a huge fan of buybacks with regards to Berkshire. Sussie is ridiculous and poor choice

No. I havent heard anything regarding BHE's plan. The way it is structured is brilliant. I'd reminder everyone of the 9.9% regulated return. You also have BHE WILLING to be fined if they cannot deliver on their commitments. I really wish BHE was more aggressive with ONCOR several years ago. That would have been a material transaction and benefited both customers and Berkshire overall. Even still the D pipeline deal was done at a very attractive level still...

https://finance.yahoo.com/news/three-more-u-k-power-142516770.html

Agreed. Well said @Xerxes

Maybe they can do something creative here, whereby Greg Abel acquires his stake from the Scott family, with Berkshire financing it at a very low cost. I'd love to see that.

Added a touch to my position at $271.50

I get all of that. I just find it really interesting that BHE is the operator, given that D owns 50%/majority, and BIP claims to be master operators. BHE's operational expertise is second to none imho. I'd like to see headquarters expand more into the regulated utility space smartly...who knows a possible distressed utility deal may come-up over the next few years.

Anyone know why BHE operates this? Given that D owns 50% and BAM which owns 25% claims to be master operators. Interesting: https://finance.yahoo.com/news/maryland-cove-point-lng-export-161500751.html

Would you mind sharing this spreadsheet with all of us? This way we can adjust our own assumptions? -VM

True. I added some this AM @ 280.50 or thereabouts.

I agree BRK is cheap here as well. It's stalled a bit into this Covid re-uptick over the last 6-8 weeks, but that will pass. I'll be increasing my exposure slowly at these levels as well. Interesting: Over the past 3 months the S&P is up +7.3%, while BRK is down -3.6%

BABA this AM ...

ATH on Apple this morning. This is turning into the greatest trade ever. Up $110B+ ... plus dividends ... I wonder how Berkshire is going to handle this high-class problem.

He is speculating ... that is all

Great recap: simple, direct, and to the point. Some of his assumptions are conservative in my view. Even still Greg is one of the better analysts on Berkshire.

awesome. thank you!!

Doesnt work

Behind a pay-wall ?!

C'om.... being early = wrong Short bets ARE investing ... just in a different direction ... Didnt they have a sizable position in GE in 2014/2015 too??

Thanks for the heads-up! Very interesting

Home Services is missing from BHE!! What gives!!

Who made this?? This is awesome - I'm going to frame it!!

This guy is a great AAPL analyst ... it is now 50% of Berkshires equity portfolio. Warren even said trimming AAPL by that $10B amount was a mistake. This is now a massive homerun for Berkshire...