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Berkshire surpasses the market as Buffett celebrates 60 years at the helm

Berkshire Hathaway's stock has done well during a turbulent year. This weekend, shareholders will seek reassurances from Warren Buffett to ensure that they are in good hands despite the tariff chaos disrupting corporate America.

The 94-year old billionaire will celebrate 60 years of running the conglomerate he created, which now has a value of $1.15 trillion, at Saturday's annual gathering in Omaha, Nebraska.

Buffett will spend four-and-a half hours answering shareholder questions. These typically center around Berkshire’s operating businesses, the markets, the economy and life lessons.

Berkshire Hathaway Energy is one of the many businesses that Berkshire Hathaway operates. Other businesses include Dairy Queen and Fruit of the Loom as well as retro brands like Ginsu Knives and the World Book Encyclopedia.

Many people use them as a proxy to represent the American economy.

Berkshire shares, however, have beaten the Standard & Poor 500 by 18%. The index fell 5%. This gulf is likely more a reflection of the whipsaw effect from U.S. president Donald Trump's policy than a change in Berkshire's own attitudes.

Some analysts view Berkshire’s $334.2 Billion year-end cash position, which, at current yields, could generate income of more than $14 Billion, as a cushion.

Brett Gardner, the author of "Buffett’s Early Investments", a book that focuses on Buffett’s performance in decades past when it was significant.

He added that Berkshire has many stable cash-flowing businesses which may not be affected as much as other companies.

Berkshire stock's gain of over 6,400,000% in value since 1965 is largely due to the early outperformance. Berkshire's stock price has grown more than 6,400,000% since 1965, but it is now performing like the S&P.

Tariff - Specified Price

Buffett is quick to admit that expecting stellar performance over a long period of time would be foolish.

Buffett stated at Berkshire’s 2013 annual shareholders meeting that "we cannot do as well in the future as we have done in the past." It gets harder as we grow.

Buffett stated that a person with no knowledge of stocks or Berkshire and who has "no special feelings" about Berkshire, should purchase the index.

In his shareholder letter of February 2024, Buffett stated that Berkshire should "do a bit better than average American companies" with a materially lower risk of capital loss, but anything beyond "slightly" better was "wishful hoping."

Insurance is a major driver of Berkshire’s profit, accounting for 48% last year of the $47.4billion operating profit. Still, 53% of Berkshire’s 189 businesses saw their earnings fall last year. Trump's tariffs may also have a negative impact on some businesses.

If imports drop, for instance, higher tariffs may reduce the cargo volume at BNSF.

Even buying and selling houses is not immune. "Tariffs directly affect our business to the extent that they affect mortgage rates and the housing markets," said Chris Kelly. He is the chief executive of HomeServices of America.

'DUMBEST SHARES I'VE EVER BOUGHT.'

Berkshire is also valued by its large portfolio of stocks including Apple and American Express. However, this portfolio was hurt during the April market crash.

Jim Shanahan of Edward Jones & Co in St. Louis said that Berkshire was trading at a historic high 1,75 times the projected book value.

He said: "We always thought Berkshire would be a good investment in times of volatility, but we did not anticipate this level."

Buffett took control of Berkshire in 1965 after he was shortchanged by the management of a failing textile company when he tried to sell his shares back.

He called Berkshire the "dumbest stock" he ever purchased, saying that he lost out on $200 billion in 45 years because he used it to invest in insurance rather than starting a brand new company.

Buffett's success at Berkshire is due to his adoption of Charlie Munger's mantra, which was that he should buy fair businesses, not fair businesses, at wonderful prices.

Gardner said Berkshire was "unable to move the needle" because of its size, but Buffett's track record as the best investor in history outweighed that for many.

Planning for the Future

The succession planning is mostly set. Since 2021, Vice Chairman Greg Abel who oversees the non-insurance business has been Buffett’s successor as CEO.

Abel, Ted Weschler, Todd Combs (also CEO of Geico) or Todd Combs are all possible candidates to become chief stock pickers. Buffett's child Howard Buffett will become nonexecutive Chairman.

Ajit Jain and Abel, the Vice Chairman who oversees the insurance business, will answer shareholder questions as well on Saturday. Shanahan hopes Abel will commit more of his net wealth to Berkshire and assure investors he will remain around for at least 10 years. Shanahan stated that many people consider retiring at the age of 62.

Buffett wants to know, in particular, if the April market slump gave him an opportunity to purchase...something.

He said that this would calm the markets. Consider the alternative. They could have sold $340 billion in cash, and been a net seller for April. This would be terrible for the markets."

(source: Reuters)