Stock Pulse
Berkshire Hathaway (BRK-B) has maintained a net selling position in equities for the past nine quarters, accumulating $334 billion in cash reserves, suggesting a belief in market overvaluation [1]. However, recent market downturns present value investing opportunities, and Berkshire is well-positioned to capitalize on them, potentially increasing investments in companies like Occidental Petroleum and Domino's Pizza [1], [9]. While BRK-B has performed well year-to-date and is seen as a safe haven during market volatility [2], [5], its high valuation and lack of dividends/buybacks remain a concern [2], [7]. Berkshire issued yen-denominated bonds, demonstrating a contrarian investment approach and commitment to the Japanese market [3]. A shareholder proposal requests a report on the costs and benefits of Berkshire Hathaway Energy's environmental initiatives [11]. Strong Q4 2024 results, driven by insurance operations, showcased significant profit growth [8].