Substack · Mer | English Edition
Why Berkshire Hathaway Is Drawing Attention as AI Stocks Slide
Cash, traditional businesses and a sharp October reversal in relative performance.
Since publication −0.7% α −0.7 pp vs S&P 500 · USD
US · 50 entries · 30 publications
BRK.B
Berkshire
- Entries
- 50
- Bullish
- 8
- Bearish
- 0
- First
- Feb 21, 2025
- Latest
- Oct 26, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on BRK.B at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 4 entries
Substack · Kingswell
The Berkshire Beat: October 23, 2026
This week’s Warren Buffett and Berkshire Hathaway news!
Since publication +0.5% α −0.2 pp vs S&P 500 · USD
Substack · Owner's Edge · Alex Prompter
Warren Buffett: The Last Job
Why Buffett wanted somebody watching Berkshire's next CEO, even though he trusted him.
Since publication +1.1% α +2.2 pp vs S&P 500 · USD
Substack · The Global Gambit
The Buffett Mirage: How Floor & Decor’s Operating Metrics Unraveled After Berkshire Hathaway’s Quiet Exit
How the ultimate institutional endorsement faded into a rapid metric correction and a massive valuation reality check.
Since publication +1.1% α +2.2 pp vs S&P 500 · USD
- September 2026 4 entries
Substack · Becoming Berkshire · Becoming Berkshire
1978 Berkshire Hathaway letter
Issue 55: The year Berkshire consolidated Blue Chip, Charlie Munger formally joined the fold, and Buffett laid out the economics of great businesses.
Since publication +9.4% α +9.1 pp vs S&P 500 · USD
Substack · Kingswell
The Berkshire Beat: September 18, 2026
This week’s Warren Buffett and Berkshire Hathaway news!
Since publication +6.9% α +6.6 pp vs S&P 500 · USD
Substack · The Abominable sNOw Man's Substack · The Abominable sNOw Man
Warren Buffett Steps Down as Berkshire Hathaway Chairman
From Philadelphia & Reading Coal to Retirement: Buffett's Full Circle
Since publication BRK.B +6.9% α +6.6 pp vs S&P 500 · USD
Substack · Herb Greenberg | On the Street · Herb Greenberg
Break Up Berkshire Hathaway?***
***That was the headline on something I wrote in 2014 about what may have been the late Ted O’Glove’s most controversial, boldest, and perhaps more relevant-than-ever call.
Since publication +7.6% α +7.0 pp vs S&P 500 · USD
- August 2026 9 entries
Substack · West St. Investing
🏛️Berkshire Hathaway 2003 AGM
Here’s some of my key takeaways and learnings from the 2003 Berkshire AGM.
Since publication +8.2% α +8.9 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/FieryXJoe
[Week 26 - 1990] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
Full Letter: http://theoraclesclassroom.com/wp-content/uploads/2019/09/1990-Berkshire-AR.pdf Letter Only https://www.berkshirehathaway.com/letters/1990.html This week we will go over their investment into buying $400M…
Since publication +8.1% α +7.8 pp vs S&P 500 · USD
Substack · The Inside Analyst · Niklas Petry
Delta Is Cheap. Berkshire Invested. There Is a Problem With Airlines No One Talks About.
Delta’s balance sheet is improving and its valuation looks attractive. But the latest quarter shows why low multiples alone do not create a margin of safety.
Since publication +9.4% α +10.3 pp vs S&P 500 · USD
YouTube · The Patient Investor
Berkshire Hathaway Stock Just Got Very Interesting!
Substack · Tiger Multibagger Watchlist · Tiger Multibagger Watchlist, Tiger Capital Research
Berkshire Finally Deploys Capital: Net Buyer of Stocks for the First Time in 14 Quarters
Daily Market Read I | Category: Conglomerates & Capital Allocation | Date: August 10, 2026
Since publication +2.9% α +3.9 pp vs S&P 500 · USD
Substack · Kingswell
Berkshire Hathaway's Q2 2026 Earnings Report
All of the little (and big) details from Berkshire's latest 10-Q
Since publication +2.9% α +3.9 pp vs S&P 500 · USD
Substack · Thesis Rationale
Berkshire Hathaway Q1 2026 | Earnings Analysis
Greg Abel’s First Report Card
Since publication +2.9% α +3.9 pp vs S&P 500 · USD
Substack · El médico inversor · El Médico Inversor
Resultados Q2 Berkshire. Abel empieza a gastar el dinero de Buffett
Berkshire reduce su caja por primera vez en mucho tiempo: recompras, 20.000 millones en Alphabet y compra de Taylor Morrison. ¿Estamos viendo el cambio de era?
Since publication BRK.B +2.9% α +3.9 pp vs S&P 500 · USD
Substack · Maverick Equity Research
✍️ SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation = Maverick Equities Charts of the Week #60
5 + 2 Maverick Charts that say 10,000 words
Since publication BRK.B +3.9% α +4.3 pp vs S&P 500 · USD
- July 2026 2 entries
YouTube · STOCKS IN THE WILD
Why Berkshire Is Sitting on $390 Billion | Stock Analysis
Substack · Maverick Equity Research
✍️ Buffet’s Berkshire: Passing the Torch = The Legacy Continues + Donating it ALL!
Heads One Wins, Tails One Wins! Keep compounding: family, friends, community, knowledge, capital, research and mindset!
Since publication +10.9% α +7.8 pp vs S&P 500 · USD
- June 2026 2 entries
YouTube · Guy Spier
Lauren Templeton VALUEx BRK 2026
Substack · Nicoper’s Notes · Nicoper's Notes
34. Berkshire Hathaway: Dividend-in-kind
Not investment advice
Since publication +11.3% α +9.0 pp vs S&P 500 · USD
- May 2026 3 entries
YouTube · The Patient Investor
Berkshire Hathaway Stock: A Rare Buying Opportunity
YouTube · The Patient Investor
Berkshire Hathaway Stock Is Too Cheap To Ignore!
YouTube · Henrique Wealth Academy
Berkshire Hathaway Is Undervalued Right Now (Here’s Why I’m Buying)
- April 2026 1 entry
YouTube · The Investor’s Podcast
Is Berkshire Hathaway Undervalued Right Now? (Chris Bloomstran Explains) (TIP810)
- March 2026 3 entries
YouTube · Value Investing with Sven Carlin, Ph.D.
Berkshire Stock Analysis 2026 - Intrinsic Value, Sum of Parts, Margin of Safety...
YouTube · The Patient Investor
Berkshire Stock Analysis: The Quiet AI Winner
Substack · The Rational Walk
Greg Abel’s 2026 Letter to Shareholders
Greg Abel's first letter to Berkshire Hathaway shareholders emphasized the need to keep the company's unique culture.
Since publication +13.5% α +1.9 pp vs S&P 500 · USD
- February 2026 2 entries
Companies · Berkshire Hathaway
Berkshire Hathaway 2025 Shareholder Letter
Since publication +7.9% α −3.7 pp vs S&P 500 · USD
Substack · The Quality Letter · WorldlyInvest
Why Buffett Bought The New York Times Company
A short-analysis on Buffett's latest investment at the helm of Berkshire Hathaway.
Since publication BRK.B +9.2% α −2.4 pp vs S&P 500 · USD
- January 2026 1 entry
Substack · The Abominable sNOw Man's Substack · The Abominable sNOw Man
CROWN CRAFTS- PART DEUX
Diapers, Dividends, and Dockets: Will the Supreme Court Turn Crown Crafts into a Baby Berkshire?
Since publication +9.3% α −0.7 pp vs S&P 500 · USD
- December 2025 1 entry
- November 2025 4 entries
Blogs · ValueWalk
Warren Buffett Just Added This AI Stock to His Portfolio
The big new add in Q3 for Buffet was Alphabet, as Berkshire Hathaway added 17.8 million shares of Alphabet for a $4.3 billion investment.
Since publication BRK.B +8.3% α −6.8 pp vs S&P 500 · USD
Substack · West St. Investing
🏛️Berkshire Hathaway 2001 AGM
Here are some of my favourite pieces from the 2001 Berkshire AGM - hope you find some use out of these notes.
Since publication +9.7% α −2.7 pp vs S&P 500 · USD
Blogs · ValueWalk
Why are Buffett and Berkshire Hathaway Hoarding So Much Cash?
Berkshire Hathaway released its third quarter earnings on Saturday, November 1, and one of the numbers that jumps out is the massive and growing pile of cash.
Since publication +14.6% α +2.5 pp vs S&P 500 · USD
Blogs · ValueWalk
Buffett’s Berkshire Hathaway Has Strong Q3, But Stock Stumbles
Berkshire Hathaway, the conglomerate run by Warren Buffett, had its best quarter of the year in Q3, but it did not move the needle much for its stock price.
Since publication +14.6% α +2.5 pp vs S&P 500 · USD
- October 2025 2 entries
Substack · Horizon
A $436M Holding Company, 24M FCF, 5-Year Revenue Doubled. Is Boston Omaha the Next Berkshire Hathaway?
$436M U.S.
Since publication BRK.B +10.3% α −3.7 pp vs S&P 500 · USD
Blogs · ValueWalk
Is This Warren Buffett Stock a Buy After Earnings?
One of the newest additions to Berkshire Hathaway’s mega portfolio is pizza delivery chain Domino’s Pizza, which Warren Buffett and his team added late last year.
Since publication +9.8% α −5.3 pp vs S&P 500 · USD
- June 2025 3 entries
YouTube · Global Value
Warren Buffett's Stock Portfolio Deep Dive in 2025
YouTube · Investing Simplified - Professor G
Berkshire Hathaway keeps beating the Stock Market (and will continue)
YouTube · Value Investing with Sven Carlin, Ph.D.
Berkshire Stock Analysis For 2025 (Quadrant, Hedge, Intrinsic, Growth) A Buy?
- May 2025 3 entries
Blogs · ValueWalk
What Stocks Buffett and Berkshire Hathaway Bought and Sold in Q1
Last week, Berkshire Hathaway filed its 13F report with the Securities and Exchange Commission (SEC), detailing the stocks it bought and sold in Q1.
Since publication +7.0% α −22.6 pp vs S&P 500 · USD
Substack · Aldea Value · Jairo / Aldea Value
Fin de una era: la leyenda y el legado de Warren Buffett.
El legendario "Oráculo de Omaha", anunció su intención de dejar el cargo de CEO de Berkshire Hathaway a sus 94 años de edad. Su legado como referente del 'value investing' perdurará generaciones.
Since publication +5.2% α −31.2 pp vs S&P 500 · USD
Blogs · ValueWalk
Berkshire Hathaway Stock Drops 5% As Buffett Steps Down, Earnings Sink
Berkshire Hathaway had a difficult first quarter, as operating earnings fell 14% and it was announced that Warren Buffett is retiring.
Since publication +6.4% α −29.5 pp vs S&P 500 · USD
- April 2025 1 entry
Blogs · ValueWalk
Domino’s Dips on Revenue Miss, But is This Buffett Stock a Buy?
Warren Buffett added Domino’s to his Berkshire Hathaway portfolio last year. The stock is up 17% year-to-date and beat earnings estimates in Q1.
Since publication +2.6% α −36.2 pp vs S&P 500 · USD
- March 2025 2 entries
Substack · The Rational Walk
Berkshire Hathaway’s 2025 Proxy Statement
Berkshire has introduced a retirement age of eighty for most directors, a surprising development given Warren Buffett's prior statements.
Since publication +4.2% α −31.1 pp vs S&P 500 · USD
Substack · The Rational Walk
Warren Buffett on Berkshire’s Valuation
Warren Buffett has typically avoided commenting on Berkshire's stock price, but he has provided some clues that are worth considering.
Since publication +6.8% α −24.4 pp vs S&P 500 · USD
- February 2025 3 entries
Substack · The Rational Walk
Berkshire Hathaway’s 2024 Annual Report
My thoughts on Berkshire's annual report and Warren Buffett's letter to shareholders.
Since publication +10.3% α −18.6 pp vs S&P 500 · USD
Companies · Berkshire Hathaway · Warren E. Buffett
Berkshire Hathaway 2024 Shareholder Letter
Since publication +9.3% α −19.0 pp vs S&P 500 · USD
Substack · The Rational Walk
Berkshire Hathaway’s Culture in 2050
By mid-century, changes in Berkshire Hathaway's voting control could make a breakup of the conglomerate likely.
Since publication +13.8% α −13.8 pp vs S&P 500 · USD
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Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.