The Acquirers Podcast 对 $BRK.B 的判断变化

2026-09-19
《Berkshire's $380B Cash Pile & Share Buyback Strategy Explained》
BRK.B 估值约为每股 475–510 美元;当前回购力度有限,但若股价下跌,预计回购将增加。

据我所知,早在2008年,伯克希尔曾提出收购Constellation Energy,并收到了10亿美元的终止费。据我所知,这件事是由Greg操办的。

Back in 2008, as far as I know, Berkshire made an offer to buy Constellation Energy and received a $1 billion termination fee . This, as far as I know, was orchestrated by Greg.

我的意思是,我只能想象,如果我们再经历一次大衰退,甚至只是一次普通衰退,他可能会疯狂回购伯克希尔的股票,并进行收购,在股市中采取行动。

I mean, I can only imagine, if we go through another big recession or even a normal recession, he might buy back Berkshire shares like crazy and make acquisitions and take action in the stock market .