"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."
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