BRK-B
the council passes — AVOIDBERKSHIRE HATHAWAY INC·Financial Services
Doesn't clear the council's bar right now.
32/100F
Price at last run—as of Jul 8, 2026
quality compounder✕Why not
The honest case against — what most tools hideMain riskshrinking revenue
Quality concernReturns on capital are below what we want to own.
ShrinkingRevenue contracting (-1%).
What keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.