Post
seyeas
#BerkshireQ3CashOutlook $
· EPS: ~$5.91, down ~5.6% YoY
· Whisper range: $5.88–$5.91, so the bar is not high
Why I’m not expecting a blowout
· Insurance (GEICO) underwriting is facing competitive pressure; the offset comes from rail and energy.
· The market is more focused on cash deployment and buyback pace than a surprise EPS beat.
· BRK.B is already around $572 (Nov 5 close), near recent highs, so the reaction function may be asymmetric — a soft print could get punished.
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