Skip to contentHome page Seeking Alpha - Power to InvestorsMay 03, 2026, 11:07 PM ETBerkshire Hathaway Inc. (BRK.A) Stock, BRK.B StockAMZN, GOOGL, GOOG:CA, GOOGDavid H. LernerInvesting Group LeaderComments(2)SummaryBerkshire Hathaway faces strategic stagnation, with a $400B cash hoard and limited capital appreciation prospects under current constrained leadership.BRK.B's commitment to retaining all operating businesses and eschewing major capital returns signals tactical ossification and lack of shareholder focus.The stock trades at a 15.26 P/E, a 30% premium to peers, yet has underperformed with a flat-to-down trajectory and minimal buybacks.I advocate selling BRK.B in favor of ascendant conglomerates like GOOGL and AMZN, which demonstrate innovation-driven growth and capital allocation discipline.This idea was discussed in more depth with members of my private investing community, Group Mind Investing.