BRK is 86% up in 5 years vs S&P500 with 74% in 5 years

u/Madison_369 · Reddit — r/ValueInvesting · August 10, 2026 at 14:01 · ⬆ 32 pts · 💬 18 comments  | View on Reddit ↗
AI Summary

Summary

  • Post highlights Berkshire Hathaway (BRK) beating the S&P 500 over 5 years despite minimal AI exposure.
  • Author praises BRK’s massive $300B+ cash pile as downside protection against an AI bubble.
  • Thesis: BRK offers safety and superior upside versus AI-concentrated indices.
  • Quality assessment: Light-touch performance observation/opinion, not deep fundamental DD; useful as sentiment but lacks detailed valuation.
Score 32
Comments 18
Upvote % 71%
Ideas
u/Madison_369 Reddit r/ValueInvesting
BRK is up ~86% over 5 years, beating the S&P 500’s ~74% return despite holding >$300B in cash. Large cash balance provides ballast against drawdowns while full equity exposure offers upside, making BRK an attractive risk-adjusted compounder. BRK can serve as a core value holding that may outperform broad indices, especially if AI-led tech concentration unwinds. Prolonged AI bull market could keep tech-heavy indices ahead; BRK’s cash drag could underperform in a continued melt-up; management succession and concentration in insurance/energy are also factors. No additional actionable trade ideas explicitly supported in the post.
BRK.B HIGH
More from Reddit — r/ValueInvesting
The Trade Desk (TTD) is absolutely tanking wow.
Aug 10, 13:52
Netflix: From growth darling to value pay?
Aug 10, 11:38
AI training data at $RDDT
Aug 10, 10:40
NICE grew AI revenue 52% and trades at 11x cash flow, ~49% below my estimate of intrinsic value
Aug 10, 09:00
18 Investment write-ups to look at
Aug 10, 04:13

This Reddit post, published August 10, 2026, features u/Madison_369 discussing BRK.B. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Madison_369  · Tickers: BRK.B