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Berkshire Hathaway Inc.

berkshirehathaway.com

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Re: Berkshire Hathaway Inc.

#21

Post by ratsmack »

api wrote: post #9
dazc wrote: post #2

I think this has been posted multiple times but, yeah, they are never going to succeed with a website like this.

You don’t need a flashy site if you already have the reputation. But without other signals an old simple site will be interpreted by many as an indicator of something amateurish or outdated.

>flashy site

But sometimes there's so much flash that you can't even tell what's being sold. And then there is the immediate blatant pop-over that demands that you make an account before you even have a chance to see the product.

Who designs crap like that?

Re: Berkshire Hathaway Inc.

#22

Post by alasdair_ »

api wrote: post #9
dazc wrote: post #2

I think this has been posted multiple times but, yeah, they are never going to succeed with a website like this.

You don’t need a flashy site if you already have the reputation. But without other signals an old simple site will be interpreted by many as an indicator of something amateurish or outdated.

Maybe.

I once raised a seed round with a dirt-simple (deliberately) deck that was just black and white text, Times New Roman default powerpoint style with zero design elements other than bullet points.

I got a lot of comments about how refreshing it was to just let the ideas and data stand for themselves without frills.

I accept that a deck and a website are not the same thing, but there is value in sometimes deliberately under-designing something.

Re: Berkshire Hathaway Inc.

#23

Post by Scoundreller »

amin wrote: post #11

“The more beautiful the brochure, the more skeptical you should be.” - popular saying amongst Dutch investors

Obviously the trick is to own the companies that sell with the beautiful brochures, as is the case here.

40% of BH's publicly-traded holdings are AAPL stock. 11% is Bank of America. 9% is Chevron. 7% is Coca Cola.

https://www.cnbc.com/berkshire-hathaway-portfolio/

You could replicate 84% of the publicly-traded side of BH with 8 US-based holdings.

But BH trades at 1.5x price to book... not sure if it's really worth it. But there's some VC-style genius in his non-trading holdings (e.g. GEICO and railways) directly held on its book or its https://finance.yahoo.com/quote/BRK-A/key-statistics/

(Though the asset value of the railroads, railcars, energy, pipelines, etc. (not even including liabilities) is about equal to its AAPL holdings, which is all asset/equity).

Overall, if you want a set-and-forget investment, I'd still say go for BH stock.

Re: Berkshire Hathaway Inc.

#24

Post by bob1029 »

samwillis wrote: post #18

I wander if you look at "website bytes" to market cap as a metric, these might be most valuable bytes? (That's if you ignore the websites of subsidies)

I am seeing something like $100 million per byte in my browser (excluding analytics and geico ads).
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