I think your BHE question appears quite strong. I've noticed many times in the past that sometimes Warren (and Charlie, RIP) would answer a part of a question or otherwise grab onto a part of a question to talk about something on their mind. (That happened to me last year.) I think your BHE question is not only very relevant for obvious reasons, but stated in such a way that the chances of a response that gets at the heart of your query would be appear to be on the higher side.
Another topic I'm curious about is the impact of coming changes in the wake of the lawsuit against the National Association of Realtors, HomeServices of America, and others. HomeServices of course is a BHE subsidiary. With future changes in the fee structure for Realtors a certainty, I wonder what this does for the the profitability of BRK's real estate brokerages? I know the compay can't talk about pending litigation, but at ~17% of BHE's 2023 revenue (and closer to 25% for the two prior years) this is a legit question.
If the two of them have failed to beat the S&P 500 with "small" amounts, why should shareholders have confidence when the two of them manage all of the equity portfolio?
Good questions! I would be interested in hearing the rationale for moving BNSF out of National Indemnity.
I think your BHE question appears quite strong. I've noticed many times in the past that sometimes Warren (and Charlie, RIP) would answer a part of a question or otherwise grab onto a part of a question to talk about something on their mind. (That happened to me last year.) I think your BHE question is not only very relevant for obvious reasons, but stated in such a way that the chances of a response that gets at the heart of your query would be appear to be on the higher side.
Another topic I'm curious about is the impact of coming changes in the wake of the lawsuit against the National Association of Realtors, HomeServices of America, and others. HomeServices of course is a BHE subsidiary. With future changes in the fee structure for Realtors a certainty, I wonder what this does for the the profitability of BRK's real estate brokerages? I know the compay can't talk about pending litigation, but at ~17% of BHE's 2023 revenue (and closer to 25% for the two prior years) this is a legit question.
If the two of them have failed to beat the S&P 500 with "small" amounts, why should shareholders have confidence when the two of them manage all of the equity portfolio?
Todd/Ted annual investment performance vs S&P 500 since the inception of their respective hirings? Tyx