Berkshire Hathaway Inc (BRK.A)

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SA: "Buffett's Secret Sauce: Why Berkshire Hathaway Will Shine In A Value Resurgence"

"Summary 10-25-19

* Berkshire is number one in the value index by market cap, much cheaper than the average value stock, and has triple the growth; it will lead in a value resurgence.

* University of Chicago CRSP index models use clear identifying factors for value versus growth and serve as a wonderful tool in analyzing relative strengths and vulnerabilities of the two approaches.

* Markets alternate between value and growth over intervals of several years but value wins in the long run and often retakes leadership amidst market crises or economic downturns.

* Buffett has sometimes appeared to be out of touch as the market tops, but Berkshire makes up any lost ground by outperforming in market declines.

* Berkshire stock is cheap, its portfolio is cheap, and its businesses withstand recessions; it also has a secret sauce which growth stocks lack for maintaining high return on capital.

"Price is what you pay. Value is what you get." - Warren Buffett

https://seekingalpha.com/article/4299086-buffetts-secret-sauce-berkshire-hathaway-will-shine-value-resurgence