I was curious what are the companies held in the portfolio of the $250 dollars Berkshire Hathway...
Clicking the image above should provide a link to the flash from the cnbc BH portfolio tracker.
Anyway, it seems that BH represents the "good, healthy Fortune 50 (or 500) (I think that Buffer has declared that he stays out of tech/new/cool/(innovative?)/small? companies). In that sense the company exemplifies the successful big enterprise. In that sense its long term decline would provide the best metric for the trend that I am hoping to see, lots of small startups eating up big enterprises.
So the bet I would make is that the next 10 years will not be as bright as the prior 10 years for BH .
Clicking the image above should provide a link to the flash from the cnbc BH portfolio tracker.
Anyway, it seems that BH represents the "good, healthy Fortune 50 (or 500) (I think that Buffer has declared that he stays out of tech/new/cool/(innovative?)/small? companies). In that sense the company exemplifies the successful big enterprise. In that sense its long term decline would provide the best metric for the trend that I am hoping to see, lots of small startups eating up big enterprises.
So the bet I would make is that the next 10 years will not be as bright as the prior 10 years for BH .
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