Monday, February 1, 2010

T2 partners outlines the bull case for Berkshire Hathaway (BRK.A, BRK.B)

Interesting piece below.

I was talking with a friend the other day about Warren Buffet's Berkshire Hathaway (BRK.B) - specifically the recent stock action and future succession plans.  For years, people have fretted over the "post-Warren" outlook for Berkshire, and some have suggested there's a discount in the stock due to this worry.  I mentioned that a big part of this worry should be alleviated thanks to the Burlington Northern acquisition.  It was of such a size that it effectively pulled forward the investment decisions of the next manager by half a decade or more, reducing the risk of the next manager making a poor investment decision:

T2's full piece can be read here.

Copyright 2010 AlphaNinja

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