berkshire hathaway

[cbloom]

The big problems with BRK today as I see at :

1. Warren may be retiring soon and who knows how well it will be run after that.

2. It's worth so much now that it's hard for them to make good moves in a percentage sense; their best moves are acquisitions, and it's hard to find good value companies to buy that are big enough to make a difference. They've been sitting on a ton of cash for a long time, which means it hasn't been doing anything productive for the fund.

But I'm still considering it.