Berkshire's record $190B+ cash pile positions it as the prime opportunistic capital allocator if markets crack. GEICO turnaround is delivering; BHE faces utility wildfire liability scrutiny. Post-Buffett succession transition is orderly with Greg Abel taking operational reins. Float earnings supercharged by high short rates.
Thesis reviewed May 29, 2026
Berkshire Hathaway Inc. Class B is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β54% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β54% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β54% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β54% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β54% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β54% | NEUTRAL |
Investors who hold BRKB may also have indirect exposure through these country funds.
Berkshire Q1 2026 operating earnings record; cash pile reaches $195B
GEICO combined ratio falls to 92%; rate adequacy restored
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| C. Scott FranklinFL | R | Sell | Unknown amount | Aug 6, 24 | |
| C. Scott FranklinFL | R | Sell | $1kβ$15k | Aug 1, 24 |