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Analyzing Berkshire Hathaway's $BRK.B in 2024

Writer's picture: DCAChampionDCAChampion

How much is too much cash? Ask Warren Buffett, who’s sitting on $325 billion, ready to pounce on the next opportunity.


Introduction:


Berkshire Hathaway Inc. ($BRK.B) is closing out 2024 with a market cap just shy of $1 trillion and a stock price of $470.28. Its record-breaking cash position and robust earnings make it one of the most fascinating stories on Wall Street. Let’s break it down.


Key Sections:


  1. Cash Rules Everything Around Berkshire

    • Berkshire’s $325 billion cash pile is unprecedented. It’s a war chest for acquisitions, buybacks, and navigating volatile markets.

    • What it means: Flexibility to capitalize on opportunities while staying resilient in a downturn.


    “Cash is to a business as oxygen is to an individual.” – Warren Buffett.


  2. Earnings: The Berkshire Bounce

    • Q3 2024 net earnings hit $26.25 billion, rebounding sharply from losses in 2023.

    • Operating earnings of $10.09 billion highlight the strength of its diverse business portfolio.


    "Strong quarters like this reinforce the moat around Berkshire's core holdings."


  3. Market Cap: Nearing the Trillion Club


    • At $970 billion, Berkshire is a mere $30 billion shy of a trillion-dollar valuation. This milestone reflects investor confidence and strategic growth.

    • Big Picture: Few companies blend legacy and innovation like Berkshire.


  4. Portfolio Power


    • With $266 billion in public equity holdings, Apple remains the crown jewel at $149.77 billion (56.2% of the portfolio).

    • Notable moves include trimming Bank of America and increasing stakes in SiriusXM.

    “Berkshire’s portfolio adjustments often signal Warren Buffett’s perspective on broader market trends.”

  5. Stock Performance: A Value Investor’s Dream?


    • 52-week high: $491.67; 52-week low: $355.31. At $470.28, it’s 7.2% below the high.

    • Takeaway: "For long-term investors, moments like this might be a sweet spot for dollar-cost averaging."


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Conclusion: Berkshire Hathaway’s 2024 story is one of resilience, record-setting milestones, and calculated strategy. Its success reminds us that patience and preparation often win in the markets.

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