BRK.B Following up on the previous mind. Price action has been playing out just as expected. My base case is we start rallying after this sideways movement. This movement has allowed the MA's to recover. We could see a final dump as we get a Golden Cross, that kickstarts the EOY rally we've been waiting for. A 10% rally is still in play to hit that $540 target. Will follow up again in December.
Massive cash reserves give Berkshire a position of strength during market downturns — they can buy assets at “value” prices when others are forced to sell.
Diversification across insurance, railroads (BNSF), utilities and energy (BHE), retail, and manufacturing provides multiple pillars to withstand sector-specific shocks.
Core operations remain profitable in stable conditions, adding resilience. For example, Geico improving its underwriting performance is a positive signal.
Greg Abel is already active in key operational roles, which should smooth the leadership transition and reduce the sense of a sudden leap into uncertainty.
BRK.B Another follow-up on the previous mind. So far it has been a steady rally after the death cross like we mentioned. Hit some resistance at the trendline that was previously broken. The $486 level appears to be providing support. Would not surprised to see this move sideways within the yellow rectangle for the month of Sep and, maybe, even in Oct, before rallying towards previous ATHs during the EOY rally. Optimistically, we fill the gap by EOY.
BRK.A It is still in a bullish structure, and I think we can look for buying opportunities in the discount area or in FVG Daily, with a target in external liquidity. Follow me for more information.
BRK.B Following up on the previous mind. Price action has been playing out just as expected. My base case is we start rallying after this sideways movement. This movement has allowed the MA's to recover. We could see a final dump as we get a Golden Cross, that kickstarts the EOY rally we've been waiting for. A 10% rally is still in play to hit that $540 target. Will follow up again in December.
