Berkshire: One Beautiful Way To Play The Long XLI/XLU Thesis In 2026 [Seeking Alpha]
Berkshire Hathaway Inc. New (BRK.B)
Last berkshire hathaway inc. new earnings: 11/2 07:00 am
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Source: Seeking Alpha
Berkshire Hathaway is used as a proxy to test whether those sector calls are already visible in real cash flows. The XLI thesis was about pricing power and stabilization. Here, the focus shifts from ETFs to operating businesses, showing how railroads, factories, and logistics can confirm — or challenge — that view. The XLU thesis centered on regulated returns and capex. This article digs deeper into utilities math, capital structure, and reinvestment, adding layers that sector ETFs alone cannot reveal. In this article, we want to see where the sector thesis meets real numbers, analyzing if BRK could be an even better way to play the long XLI/XLU thesis. Ian Dewar Photography/iStock Editorial via Getty Images What This Article Is Really About We have to close the circle. We discussed a 2026 market outlook , which I anticipate to be a "revenge of the S&P 493". Basically, I believe 2026 will be a year where AI phase 2, cheaper energy, and a This article was written by
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News
- DOJ's posts are making Epstein files scandal worse for Trump | Opinion [USA TODAY]USA TODAY
- Warren Buffett is resigning as CEO but remaining chairman. He once said retiring would be 'unthinkable' and worse than death. [Business Insider]Business Insider
- Warren Buffett's company took Kraft Heinz off its subsidiary list weeks before board exit and $5 billion writedown [Yahoo! Finance]Yahoo! Finance
- James Cameron slams Amy Poehler for 'ignorant' Golden Globes joke [USA TODAY]USA TODAY
- Abu Dhabi firm wants a major slice of global reinsurance [Yahoo! Finance]Yahoo! Finance
BRK.B
Earnings
- 11/3/25 - Beat
BRK.B
Sec Filings
- 12/23/25 - Form S-8
- 12/11/25 - Form 8-K
- 11/21/25 - Form 8-K
- BRK.B's page on the SEC website