Author Topic: Next Berkshire acquisition speculation  (Read 40673 times)

Jurgis

  • Hero Member
  • *****
  • Posts: 5475
    • Porfolio
Re: Next Berkshire acquisition speculation
« Reply #70 on: January 03, 2020, 07:11:49 AM »
I think BRK should buy Canada.  8)
There's definitely a match in terms of culture.  ;)
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
--------------------------------------------------------------------
"American History X", "Milk", "The Insider", "Dirty Money", "LBJ"


rogermunibond

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 843
Re: Next Berkshire acquisition speculation
« Reply #71 on: January 03, 2020, 07:44:01 AM »
Or Denmark  ;)

I think BRK should buy Canada.  8)
There's definitely a match in terms of culture.  ;)

bizaro86

  • Hero Member
  • *****
  • Posts: 1345
Re: Next Berkshire acquisition speculation
« Reply #72 on: January 03, 2020, 08:26:04 AM »
Or Denmark  ;)

I think BRK should buy Canada.  8)
There's definitely a match in terms of culture.  ;)

Might be able to get a 0% mortgage on Denmark :)

AzCactus

  • Hero Member
  • *****
  • Posts: 638
Re: Next Berkshire acquisition speculation
« Reply #73 on: January 03, 2020, 08:47:09 AM »
I've always thought a company like Fastenal would plug in well with Berkshire. 

omagh

  • Lifetime Member
  • Sr. Member
  • *****
  • Posts: 360
Re: Next Berkshire acquisition speculation
« Reply #74 on: January 03, 2020, 10:34:21 AM »
I've always thought a company like Fastenal would plug in well with Berkshire.
I've always thought that middleman Express Scripts was a Berkshire acquisition in waiting as well as Fastenal.  Cigna bought them last year for $52B.

Jurgis

  • Hero Member
  • *****
  • Posts: 5475
    • Porfolio
Re: Next Berkshire acquisition speculation
« Reply #75 on: January 03, 2020, 10:51:06 AM »
With Buffett's and Munger's views on healthcare in US, I would be surprised if they would buy anything healthcare related.
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
--------------------------------------------------------------------
"American History X", "Milk", "The Insider", "Dirty Money", "LBJ"

SwedishValue

  • Full Member
  • ***
  • Posts: 128
Re: Next Berkshire acquisition speculation
« Reply #76 on: January 08, 2020, 01:13:07 PM »
How big can Buffett go? I have my thoughts but would love some feedback.

longinvestor

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 1881
  • Never interrupt compounding unnecessarily -Munger
Re: Next Berkshire acquisition speculation
« Reply #77 on: January 08, 2020, 04:59:24 PM »
How big can Buffett go? I have my thoughts but would love some feedback.
Iíll bite...an Apple?

gfp

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 2019
Re: Next Berkshire acquisition speculation
« Reply #78 on: January 08, 2020, 05:10:26 PM »
I've been saying he could pull off a deal for ExxonMobil by the time the deal would close.  I think that's a realistic 'stretch' goal.  Boeing is possible but unlikely at current valuation (but I would be happy to be proven wrong next month..)

How big can Buffett go? I have my thoughts but would love some feedback.

rkbabang

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 4733
Re: Next Berkshire acquisition speculation
« Reply #79 on: January 09, 2020, 06:00:55 AM »
How big can Buffett go? I have my thoughts but would love some feedback.

MSFT maybe?  Gates taking over as Chairman of the Board and Buffet remaining CEO until is no longer able then use whatever succession plan is already in place. And Nadella still running Microsoft.