Investing, risk analysis. Especially looking for small and micro quality-at-reasonable-price stocks. #COM. Not investment advice. Please point out misjudgments.
May 2, 2021 • 10 tweets • 2 min read
No, it does NOT make sense to break up Berkshire Hathaway.
Some people say $BRK should be broken up. In its current configuration, I believe that a break up would immediately destroy about 25% or so of the intrinsic value of the company for long-term shareholders. 1/9
Although Mr. Buffett doesn’t throw out a wild percentage of value destruction from a break up, he does cover the main points at the bottom of page 6 of his 2018 Letter to Shareholders.
The main benefits of the current structure are: 2/9
