Author calls BRK.B the ultimate value play, citing elite capital allocators and a massive cash pile for market crashes. Delegating value investing to BRK.B simplifies stock selection and diversification for the author. Author plans to increase BRK.B exposure as a long-term core holding. Berkshire’s size limits compounding, SPY has outperformed since 2010, and Buffett/Munger succession is a real concern.
Author calls BRK.B the ultimate value play, citing elite capital allocators and a massive cash pile for market crashes. Delegating value investing to BRK.B simplifies stock selection and diversification for the author. Author plans to increase BRK.B exposure as a long-term core holding. Berkshire’s size limits compounding, SPY has outperformed since 2010, and Buffett/Munger succession is a real concern.