Added to YB: 2025-12-08
Pitch date: 2025-12-03
BRK-B [neutral]
Berkshire Hathaway Inc.
-1.02%
current return
Author Info
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Company Info
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses.
Market Cap
$1.1T
Pitch Price
$756.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.97
P/E
15.83
EV/Sales
2.20
Sector
Financial Services
Category
N/A
Walden 3 Research | November Portfolio - Berkshire Hathaway Inc.
BRK-B (holding update): Record $381.7B cash pile signals Buffett sees equity markets as overvalued. Core thesis is optionality - betting on patience until fat pitch arrives. Historical pattern shows massive moves when cycle turns. Ultimate defensive play with cash hoard providing flexibility for opportunistic deployment.
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