Recent news and analysis on Berkshire Hathaway

Berkshire Hathaway news covering portfolio moves, insurance and rail subsidiaries, Warren Buffett commentary, and succession plans under Greg Abel.

• "Buffett's worst deal is now an AI power play"

  The article argues that Warren Buffett's previously criticized acquisition of Precision Castparts has unexpectedly become a critical component in the AI infrastructure supply chain. It contends that the company's superalloy manufacturing capabilities are essential for data center power generation, reframing a past investment mistake as a strategic asset.

• "Berkshire Hathaway Stock Has Gone Almost Nowhere in a Year. Should You Buy It Right Now?"

  The commentary suggests that Berkshire Hathaway's stagnant stock price reflects underlying business strength rather than decline, citing 16% operating earnings growth under CEO Greg Abel. It argues that the flat performance allows the stock to become cheaper relative to its growing fundamentals, presenting a potential buying opportunity despite recent market inactivity.

• "Berkshire Hathaway Stock Is Trailing the S&P 500 by About 10 Points This Year. History Says That Usually Doesn't Last."

  The article contends that Berkshire Hathaway's historical performance suggests its current underperformance relative to the S&P 500 is likely temporary, citing data showing the conglomerate typically outperforms the index in the year following significant lag periods since 1965.

• "Berkshire Hathaway Has Paid Exactly 1 Dividend Since 1965. Here's Where the Cash Goes Instead."

  The commentary argues that Berkshire Hathaway's refusal to pay dividends is central to its historic success, with new CEO Greg Abel reaffirming this capital allocation strategy. It contrasts the company's reinvestment model with typical dividend payouts, citing Warren Buffett's long-term philosophy and Abel's shareholder letter.