Berkshire Hathaway Is Getting Aggressive, Reiterate Buy

Berkshire Hathaway continues to deliver robust financial performance, with Q2 operating earnings and EPS significantly exceeding expectations. Manufacturing, Service, and Retailing segments drove profit growth, notably through acquisitions and strong demand in industrial and aerospace markets. Insurance underwriting and investment income saw mixed results, but overall float reached a record $177.5 billion, supporting future investment capacity. Despite a rising price-to-book multiple, BRK.B remains attractively valued, and I reaffirm a ‘buy’ rating based on operational strength and balance sheet health.