Berkshire Hathaway: The Cash Is Moving, The Philosophy Isn't

Kenio Fontes 3.07K Followers Follow Summary Berkshire Hathaway Inc. delivered a strong Q2, highlighted by robust operating business growth and disciplined capital allocation under Greg Abel. Manufacturing revenues rose 15.2% with 25.8% pre-tax earnings growth, driven by both organic and inorganic gains, notably in Precision Castparts and OxyChem. Capital allocation is more active: significant Alphabet purchases, Taylor Morrison acquisition, and $4.5B in share buybacks, all executed with value discipline. I give BRK.B a cautious Buy rating, favoring selective, gradual accumulation, as the stock trades near its 5-year P/B average and management remains disciplined. Getty Images My last article about Berkshire Hathaway Inc. ( BRK.B , BRK.A ) was mainly about how the “operational side” could be more important under new CEO Greg Abel’s management, and also how he would still need to prove his capital This article was written by Kenio Fontes 3.07K Followers Follow Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect! Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.