I am a major fanboy of the Berkshire brand, and of Warren Buffett himself. He has been a major influence on my life, and I’ve never met him. Never even been to Omaha, but since 2001, I’ve studied and read everything written about him and his approach – directly and third party.
Two things come up from Buffett himself: (i) size prevents better than market investment returns; and (ii) Berkshire’s returns will be lower in the future.
I’m going to be looking at all of Berkshire Subsidiaries in the coming posts.
If you own BRK, there’s no reason to sell it.
If you’re looking to buy-in, DON’T.