Precision Castparts was Buffett's most public mistake — a $10.6B write-down and a rare mea culpa. A decade on, Berkshire's foundry has quietly set revenue and profit records. We model the locked demand behind it and argue the bottleneck has moved inside.
In the same week Berkshire wired $10 billion into Alphabet, its own utility was already selling Google the electrons in Nevada. One bet is a casino chip on the AI narrative; the other is a toll road on the buildout. Only one of them is durable — and BHE's last internal mark prices in neither.
Greg Abel told shareholders BNSF ranks fifth of six Class I railroads on efficiency, and that closing the gap to Union Pacific needs "a fundamental step change." His chosen lever is not the PSR scalpel that reshaped the industry — it is software. A look at what an AI railroad actually does, where BNSF lags its peers, and the defect its inspection AI has been told not to find.
On March 17, 2026, Clayton Homes debuted the TRU Mini — a 408-square-foot, one-bedroom manufactured home — against a backdrop where nearly three-quarters of Americans cannot afford the median new home. This piece examines whether Berkshire's $12.9B housing giant can dent a 4.7-million-unit shortage, and what makes the bet more defensible than it looks.
A recent strategic alliance with partly owned Occidental Petroleum paves the way for an innovative sustainability initiative.
Explore Coca-Cola's exceptional performance in 2023 and its impact on Berkshire Hathaway's investment, highlighting financial growth, market expansion, innovation, sustainability, and the enduring partnership between the two entities.
Explore the symbiotic relationship between Berkshire Hathaway and Apple, analyzing Apple's financial health, product innovations, and strategic moves, and their impact on Berkshire's investment.
Explore Lubrizol's historic growth, sustainability commitments, global expansion, and technological innovations, offering insights for Berkshire Hathaway shareholders.
Explore Clayton Homes' groundbreaking initiative to provide affordable, sustainable housing through net-zero electricity homes and the eBuilt™ homes program. Discover the historical, political, and economic factors driving this shift towards energy-efficient living and its potential impact on Berkshire Hathaway shareholders.
Explore how Clayton Homes' CrossMod homes are reshaping the housing market, improving affordability, and offering sustainable, quality housing solutions.