Lukas Andel
Czech Republic
🔎 Berkshire Hathaway Inc., managed by legendary investor Warren Buffett, has published its results for the third quarter of 2025. $BRK.B (Berkshire Hathaway Inc) The news comes at a time when Buffett is gradually handing over leadership - from the beginning of 2026, his right-hand man Greg Abel is to take over the role of CEO. The results attract attention not only as numbers, but also as a signal for the holding's further development and strategy. ⸻ ➡️ Berkshire reported a net profit of 30.796$ million for the third quarter, compared to 26.251$ million in the same period in 2024 - growth was approximately 17%. Operating profit, which Buffett considers a more relevant indicator, reached 13.485$ million (vs. 10.090$ million in Q3 2024) - a year-on-year increase of approximately 34%. Among the specific segments: • Insurance – underwriting in the insurance industry grew significantly due to lower catastrophe losses. • The company's cash reserve increased to a record approximately 381.7$ billion. • The company again did not benefit from sales growth – total revenue grew only slightly, which points to subdued market growth or the performance of some businesses. ⸻ ➡️ The results show that Berkshire can generate strong operating performance even in an environment that is not entirely favorable for growth – the insurance division benefited from lower losses, which helped the result. On the other hand, the huge cash reserve (~382$ billion) suggests that Buffett and management have not found suitable investment opportunities or are cautiously viewing values ​​in the market. This can be interpreted in two ways: as a protective approach (“cash is king”) or as a signal that growth opportunities are limited. Overall: good numbers in core businesses + strong financial position, but also signals that management sees risks and does not intend to aggressively build growth – for investors it is more “conservative” than “booming”. ⸻ ➡️ Management and analyst quotes From Berkshire’s press release: “Earnings are stated on an after-tax basis… investment gains (losses) in any given quarter are usually meaningless and deliver figures … that can be extremely misleading to investors.” Edward Jones analyst James Shanahan commented on the stock sale: “If you feel like stocks are expensive, including your own shares, you’re eventually going to be right, but you can be wrong for a long time.” ⸻ ❓❓How do you perceive this company, investors? Will the company continue to be strong without Buffett or not? Háve a nice day, investor Lukas🙋‍♂️ $BRK.B $SPY (SPDR S&P 500 ETF) $SWDA.L (iShares Core MSCI World UCITS ETF) $SPX500 $VT.US (Vanguard Total World Stock ETF)
Yes, it will be strong
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No, it will not be
100.00%
I’m not interested
100.00%
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