1. Continue on the path to build a business with a market...

1. Continue on the path to build a business with a market capitalisation of at least US$0.5 billion.

this is an intriguing point and taking it as a serious statement of intent, how would they move the market cap from 70m ish to 750m ish.? A ten fold increase.

no timeline parameters but you’d hope they were talking of a timeframe when most of their shareholders were still alive ….. but seriously…..

the obvious one is an asset sale, that would start the ball rolling.
then a joint venture?
if neither, it’s going to be a long haul, because our brilliant operational success is not translating to shareholder success over recent times.
so what do we think? A sound bite? A wishful ambition without any real chance of success?
Is Brk a time capsule share for our descendants?
Is it a Warren Buffett type share?
or are there deep laid plans afoot? Will we soon begin to see the green shoots of share price recovery spread into our portfolios?
Just a few musings/thoughts