Bloomberg Businessweek cover image

Bloomberg Businessweek

Berkshire's Operating Units Holding Up Well

Feb 26, 2024
Discussions on Berkshire Hathaway's diverse units supporting earnings, Musk's tunnel project safety violations, IBM's cybersecurity report, and market insights from Allspring Global Investments in a lively Businessweek episode.
38:52

Podcast summary created with Snipd AI

Quick takeaways

  • Berkshire Hathaway's diverse units can offset economic weaknesses for stable earnings.
  • Focus on healthcare & technology sectors for strong investment opportunities with high potential growth.

Deep dives

Expansion of Market Breadth Favors Future Stock Performance

Market breath is expanding, a trend that bodes well for future stock performance. Small and mid-cap companies are outperforming, indicating a shift towards ignored areas of the market that are delivering growth and earnings. This broadening trend suggests that fundamentals and valuations are starting to matter more, with small and mid-cap indices showing strong performance.

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