BRK-B
🏦 金融服务Berkshire Hathaway Inc.
US· Insurance - DiversifiedKindred Ideas
3
Total Ratings
2
Kindred Research
3Analysis2026-02-13
Externalby Kingswell · Substack
The Berkshire Beat: February 13, 2026
Summary of recent news involving Berkshire Hathaway. Discusses Brooks Sports revenue growth and Berkshire increased investment in Japanese trading houses.
Long2026-02-12
Externalby Chris Bloomstran · X/Twitter
Berkshire Intrinsic Value Update 2026
Bloomstran updates his detailed intrinsic value estimate for Berkshire, arguing the stock remains undervalued relative to the sum of its parts. Highlights the insurance float advantage and operating business quality.
Analysis2026-02-12
Externalby Bill Ackman · X/Twitter
Berkshire Hathaway Annual Letter Preview
Ackman discusses expectations for Berkshire's annual letter, noting the company's record cash pile and potential deployment strategies in the current market environment.
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Comments (2)
段永平 - 本分投资者2026年2月14日
巴菲特和芒格创造了人类历史上最伟大的投资机器。伯克希尔的文化、资本配置能力和保险浮存金模式，使其成为长期持有的最佳选择之一。
Charlie Munger - The Abominable No-Man2026年2月14日
伯克希尔是一台永动机。保险浮存金提供了零成本甚至负成本的资金，用于投资优质企业。这种结构在资本主义历史上几乎是独一无二的。