The $1 Trillion Fortress: Why Berkshire Hathaway Still Wins
Hi everyone. In this blog post, I collaborated with Rishi A on a complex analysis of Berkshire Hathaway Class B (Brk B). Enjoy. Company Overview: Berkshire Hathaway (BRK B) is a large, multinational conglomerate based in Omaha, Nebraska. They are a massive holding company that owns and manages a vast number of subsidiaries in the Insurance, railroad, energy/utility, and retail industries. In Insurance, they own companies such as GEICO, which operate using an Insurance Float, allowing the company to collect premiums and reinvest them before paying their customers' insurance claims. In the railroad sector, BNSF (Burlington Northern Santa Fe) operates one of the largest freight networks across North America, serving companies such as Amazon and Walmart on the Southern Transcon rail line, which is the most efficient route for freight from the West Coast to the Midwest. Berkshire also operates Berkshire Hathaway Energy (BHE), which is fully owned by Berkshire, and controls a massive inf...