Berkshire Hathaway: Buy the Hyperscaler Link and Hard-Asset Optionality
Berkshire offers a low-PE, hard-asset-heavy portfolio with growing exposure to hyperscalers and Japanese equities. Valuation and cash-flow metrics look reasonable relative to its asset mix; we recommend a mid-term long with an entry at $506, a stop at $485 and a target at $540 (45 trading days).