There wasn't a Buffet-premium built into the Berkshire Hathaway stock, says UBS' Brian Meredith
CNBC Televisionยท2025-07-23 18:17
And check out the divergence between Bergkshire and the S&P during that time. The S&P up 11%. Bergkshire down about the same amount.But my next guest remains positive on the stock. Just raised his price target and earnings estimates on the strength of the insurance businesses like Geico and Bergkshire Hathaway. Ray joining us now is Brian Meredith, senior insurance analyst at UBS.Brian, welcome. Thanks for having me, Kelly. Does the underperformance catch you by surprise.Um, not really. just because coming ...