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Re: gfp927z post# 1319

Sunday, 02/23/2020 11:19:25 AM

Sunday, February 23, 2020 11:19:25 AM

Post# of 2186
"Barron's Has Ideas For Berkshire After Buffett: One Awful, One Merely Bad, And One Difficult"

"Summary

* The Andrew Bary article in this week's Barron's provided its now annual suggestion that a post-Buffett Berkshire might be improved by a breakup, an initiation of dividends, and bigger buybacks.

* The breakup idea is nonsense and would undo one of Berkshire's strengths, while the other suggestions imply that Buffett himself has not given any thought to the cash problem.

* Many Berkshire holders, myself among them, wouldn't welcome dividends, and Buffett has explained how to create income by selling stock - a suggestion that could possibly be sweetened.

* Berkshire is often cheap in market moments like the present and is cheap right now - one of the market's best combinations of value, future growth, and dependability.

* Buffett's model of Berkshire is the best one, and we should mainly watch the steps he is taking to maintain it, perhaps in the Shareholder Letter and Monday morning interview."

https://seekingalpha.com/article/4326395-barrons-ideas-for-berkshire-after-buffett-one-awful-one-merely-bad-and-one-difficult

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