How Value Investing with Sven Carlin, Ph.D.’s view on $BRK.B changed

2026-09-10
“Easy ETF Index Funds Set And Forget Investing Strategy For Next 10 to 20 Years!”
BRK.B is a cautious, 'okay' choice for low-effort investing due to high cash and low AI exposure, though this safety is already priced in and the insurance sector faces potential future crises.

Is there something safe fund, something like that, Berkshire, that can do that for me?

We all seek for cheap funds, easy, and then Berkshire is still at 366 billion in cash. Which is 40 something percent of the balance sheet. Now Greg Abel is spending something I don't know whether me and Warren agree, but that's a different story.

2026-08-31
2026-08-27Bearish
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