What investors are saying about Berkshire Hathaway (BRK.B)

Summary

In the past 30 days, 7 people on 4 investor and market shows discussed Berkshire Hathaway (BRK.B) in 7 views. Going by each speaker's latest call, 4 are bullish and 1 is bearish. Chorus has followed Berkshire Hathaway since October 7, 2026.

Who talks about it most

• Steven Feldman · 1
• Ivy Zelman · 1
• Lyn Alden · 1
• Tracy Britt Cool · 1
• Lance Roberts · 1
• Bill Baruch · 1
• Josh Brown · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Steven Feldman · GBI (Gold Bullion International) / WealthionUncertain

  Berkshire, sitting on $370B cash, could deploy about $50B to rescue a stressed AI borrower.

  Berkshire is sitting on $370 billion of cash waiting for a break, and new CEO Greg Abel comes from running its infrastructure and real assets businesses. Feldman says Berkshire has done this before, investing in Goldman Sachs in the financial crisis when few others could write large checks. He expects a $50 billion deployment during an AI-driven stress event that would save a company like Oracle, though he notes Berkshire's post-Buffett test will be to prove its worth.

  “But I honestly think this will be 50,000,000,000. Oh my gosh. And it'll be saving somebody like Oracle,”at 20:33

  Wealthion: What to Own if the Tech Boom Falters | Steven Feldman · November 2, 2026

• Ivy Zelman · Zelman & Associates (a Walker & Dunlop company)Bullish

  Berkshire has a big housing bet and is adding to its position when nobody else wants housing exposure.

  Berkshire owns many homebuilders, Clayton Homes, and housing-related companies such as Benjamin Moore, so it has already made a large bet on housing. Zelman reads its recent buying as adding to the position while others are avoiding the sector, which she describes as the classic value-investor setup. She calls Berkshire a value-driven investor and says value investors tend to earn their best returns when nobody else wants an asset.

  “So I think they've made a stake in this market and they're looking to they're adding to their position when nobody else wants it.”at 20:44

  Wealthion: Housing Weakness is spreading to luxury buyers | Ivy Zelman · October 29, 2026

• Lyn Alden · Lyn Alden Investment StrategyBullish

  Berkshire's insurance float gives it the lowest cost of capital, the advantage of permanent capital.

  Alden cites Berkshire Hathaway as the most famous permanent capital vehicle, which buys companies and holds them for decades. She argues that a permanent capital company needs a kicker to make the long-term strategy work. For Berkshire, that kicker is insurance, which gives it what she describes as the lowest cost of capital in the world, more or less, and a very stable source of capital. This gives it a large advantage over competitors.

  “For Berkshire Hathaway, it's insurance. Berkshire Hathaway base has the lowest cost of capital in the world, more or less, the most stable source of capital.”at 42:41

  Wealthion: The Treasury’s Gold Revaluation Play | Lyn Alden · October 27, 2026

• Tracy Britt Cool · KanbrickNeutral

  Berkshire's cash pile is now too large to deploy meaningfully in mid-sized private company deals.

  Cool explains why she left Berkshire: it was getting big in terms of capital. Its cash had grown from about $150 billion to over $300 billion, which makes it hard to move the needle with mid-sized deals. She says Berkshire's approach of thirty or forty years ago, partnering with and accelerating businesses like Benjamin Moore, was more interesting to her. The point concerns the scale of capital, not the stock's outlook.

  “It was getting big in terms of capital. It had a 150,000,000,000 in cash at the time. Now it's 300,000,000,000 plus. Hard to move the needle with that size of check.”at 18:40

  Capital Allocators: Building a Berkshire for the Middle Market – Tracy Britt Cool · October 19, 2026

• Lance Roberts · RIA AdvisorsBullish

  Berkshire Hathaway B shares are a buy as part of a shift toward beaten-up value stocks.

  Lance says his firm bought the B share class of Berkshire Hathaway in the same week it harvested tax losses in smaller-cap, rate-pressured names and added to other value holdings. The buy is part of a broader move toward value stocks that have been beaten up, which he expects to rotate back into favour. Adam notes that Berkshire is mainly an insurer but sits in the financial category. The reasoning is brief and rests on the value-rotation thesis rather than a company-specific case.

  “We bought some Berkshire Hathaway this week, BRK, the B share class of Berkshire Hathaway.”at 1:25:15

  Thoughtful Money: Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts · October 10, 2026

• Bill Baruch · Blue Line CapitalBearish

  Berkshire is too low-beta for a breaking-out market, so he cut it in half for more upside.

  Baruch had added to Berkshire in June when it was getting cash back to work through its Alphabet investment. The stock jumped into early August but then showed no follow-through. He calls it a low-beta name, and with the S&P setting fresh highs, he wants something with more punch. He cut Berkshire in half and redeployed the capital into Morgan Stanley. The view is relative: he thinks the stock will lag the market's breakout.

  “It's a low beta name at the end of the day... We want something with a little more punch in it, so we cut Berkshire in half.”at 43:44

  CNBC Halftime Report: Halftime Report Celebrates 15 Years 10/7/26 · October 7, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  Berkshire is a diversified, well-run stock he has never sold; he holds it like a fund.

  Brown says Berkshire has been a stalwart and has been dismissed for a decade or more with a million reasons it wouldn't work. He has never sold it. He describes it as so well diversified and well run that each component contributes, so he treats it like an ETF or mutual fund rather than a single stock. He is not selling it despite Berkshire trimming its own position in the same segment.

  “It is the type of stock where they told you a million reasons why it wouldn't work for the last ten or fifteen years. I've never sold it.”at 45:03

  CNBC Halftime Report: Halftime Report Celebrates 15 Years 10/7/26 · October 7, 2026