Berkshire Hathaway has purchased shares in The New York Times, which has shown strong performance over the last five years.
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🟡What is Berkshire's SECRET PLAN to give you a 50% RETURN in a RECESSION?👉2026 VALUATION
Systematic Value Investing ~ SVIMay 13, 2026
The creator analyzes Berkshire Hathaway (BRK.A/BRK.B) as an investment, comparing its recent performance to the S&P 500. Despite Berkshire's underperformance, the creator finds it a comfortable investment, highlighting its strong cash position, diverse holdings, and defensive business model. The analysis suggests Berkshire is undervalued, especially with potential share buybacks, and is best suited for the conservative portion of a portfolio, offering downside protection and long-term value preservation, particularly in a recessionary environment.
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Lenar Corporation is a recent acquisition by Berkshire Hathaway, noted as an interesting position in their portfolio.
Mastercard is held by Berkshire Hathaway alongside Visa, forming part of the 'dynamic duo' strategy in the credit card sector.
Visa is part of Berkshire Hathaway's 'dynamic duo' investment strategy, alongside Mastercard, contributing to the portfolio's credit card exposure.
Bank of America is a significant holding within Berkshire Hathaway's diverse investment portfolio.
Chevron is a notable investment in Berkshire Hathaway's portfolio, providing exposure to the oil sector and generating strong cash flows.
Coca-Cola is a long-standing and significant investment within Berkshire Hathaway's portfolio.
American Express is a substantial part of Berkshire Hathaway's portfolio, representing a significant portion of its value.
Apple remains a significant holding in Berkshire Hathaway's portfolio, despite historical reluctance towards tech investments.
The S&P 500 has outperformed Berkshire Hathaway over the past year, but Berkshire is seen as a more comfortable investment for long-term value preservation.
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