u/Correct_Fall_5484

I have a thesis that Berkshire anticipated hoped their A and B shares would go up after posting strong Q1 earnings. However, the weekend after the annual shareholder meeting / results publishing in Omaha, the stock went down to $465-ish. After that price, the stock is slowly going up again.

Buffett and Abel did not see a lot of opportunities in the market, but Berkshire might be the only real 'value play' at this point.

Since Greg Abel said that they would buy shares whenever the stock price is below its 'intrinsic value', do you guys think they are doing share buybacks now?

Please don't scream at me.

Tempus AI will report tomorrow.

Revenues are expected to be $345.51 million, up 35.1% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 7.45% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

What do you guys think?

Also, Nancy Pelosi owns this stock