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Posted by
Two Blokes Jul 25 -
Filed in
Stock
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I maintain a 'Strong Buy' on Berkshire Hathaway, emphasizing its unique defensive value and massive cash reserves for opportunistic deployment in market downturns. BNSF, while only about 17% of Berkshire's operating assets, remains a solid investment, quadrupling in value since its acquisition despite relative operational inefficiencies. Compared to Union Pacific, BNSF lags in profitability due to higher fuel costs and headcount, but these issues appear fixable if they are prioritized by the new CEO.
