> ## Content Index
> Fetch the complete content index at: https://www.huntingalphas.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Berkshire Hathaway: Do As Buffett Says Not As He Does (Archive)
- URL: https://www.huntingalphas.com/berkshire-hathaway-do-as-buffett-says-not-as-he-does-archive/
- Published: 2023-12-31T08:24:00.000Z
- Updated: 2026-02-27T05:44:09.000Z
- Description: Berkshire now looks fairly valued but faces worsening cash flows and looming underperformance.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, BRK.B, Financials

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- An updated calculation of Berkshire's current P/B shows that it is trading in the fair valuation range.
- Leading manufacturing activity indicators warn of a slowdown, which could adversely impact Berkshire's earnings performance for its operating business.
- Cash flow conversion has worsened again over the last 2 quarters and the deterioration is not a miniscule amount.
- Technical analysis of Berkshire relative to the S&P500 also suggests mean-reversion possibilities back down towards the longer-term 15-year trading range, implying negative alpha potential vs the broad market index.
- I have my eye on the rebounding consumer sentiment indicators as a key risk monitorable. If this translates to earnings surprises in Berkshire's equity investments, it could play spoilsport to my 'Strong Sell' thesis.

Read the full article [here](https://seekingalpha.com/article/4660490-berkshire-hathaway-stock-do-as-buffett-says-not-as-he-does?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*