Berkshire's ~$339 billion Treasury-bill pile turned into a BNSF-sized earnings engine when rates rose — and because Buffett and Abel keep it ultra-short, that engine reprices almost 1:1 with the front end. The reinvestment cliff is no longer hypothetical: insurance investment income already fell in 2025 and again in Q1 2026. We map the gearing, the roll mechanics, and why a shrinking bond engine is really a capital-allocation pressure gauge.

After earnings release, the stock saw a drop of more than 2% on Monday, November 4th to around $442 per Class-B share. This 'mini-crash' was no surprise.

Berkshire Hathaway reports record cash reserves of $277 billion and operating earnings of $11.6 billion for Q2 2024, reflecting strong core business performance and strategic sales.

Discover Berkshire Hathaway's financial journey from 2019 to 2023, analyzing buyback strategy and shareholder value creation.

This article debunks the misconception that Berkshire Hathaway is just a stock holding company, highlighting its diverse empire and the significance of its subsidiaries. It introduces the PoOE metric and emphasizes the company's financial health and shareholder value.

A comprehensive analysis of Berkshire Hathaway's outlook and news for 2024, including core strengths, investment income, Greg Abel's strategic vision, acquisition appetite, the Buffett effect, economic and market landscape, and shareholder value proposition.

Explore the ups and downs of Berkshire Hathaway's Q3/2023 earnings and their impact on shareholders in this comprehensive analysis. From significant declines to promising growth, this rollercoaster ride offers valuable insights into the conglomerate's performance and future prospects.

Delve into the intriguing world of Berkshire Hathaway's share buybacks in Q1-Q3 2023 and uncover the decision-making power duo, explore the impact on stock performance and investor sentiment, and analyze the market dynamics surrounding these buybacks.

This article explores the potential downsides of investing in a company with a high stock price, using Berkshire Hathaway as a case study. It discusses the risks of high stock prices, the impact of stock buybacks, and the potential impact of the Biden administration's proposed excise tax on stock buybacks. The article concludes with recommendations for long-term investors.

Discover the impact of Berkshire Hathaway's share buybacks in Q1 2023, including the amount of repurchases made, the company's cash reserves, and Warren Buffett and Charlie Munger's perspective on the matter.