Earnings down 24.8% and $8.3 billion in write-downs, but cash flow up 115%: Analysis of Berkshire Hathaway Inc. (BRK-A, BRK-B) Financial Analysis Report - For the fiscal year ended 2025-12-31

🐘 Berkshire Hathaway #BRK-A: profits down -24.8%, but that's not the full story

✅ Free cash flow: +115.6% to $25B
❌ $8.3B impairment ( #KHC + #OXY )

Is the business stronger than the headlines? 👇
open.substack.com/pub/financia...

#BerkshireHathaway #ValueInvesting #FinTwit

Record margin of 32.8% and $132 billion in revenue, but insiders are selling: analysis of Alphabet Inc. (GOOGL) Alphabet Inc.

🔎 #GOOGL: Record 32.8% profit margin + $132B net income

Revenue +15.1% | AI investments $91B
But: P/E 29.6, insiders dumped $60M, zero insider buys

Great business — but at what price? 👇
open.substack.com/pub/financia...

Record margin of 10.8%, but free cash flow fell by 77%: analysis of Amazon.com, Inc. (AMZN) Amazon.com, Inc.

☁️ #AMZN: Record 10.8% profit margin — but free cash flow crashed -77%

Revenue +12.4% to $717B | CapEx $128B (+65%)
FCF collapsed to just $7.7B
Bezos sold $5.7B in shares | Graham score: 1/7

Growth bet or overvalued giant? 👇
open.substack.com/pub/financia...

$9.3 billion write-off wiped out profits but not the business: analysis of The Kraft Heinz Company (KHC) Kraft Heinz $KHC: $9.3B write-off wiped profits but not cash flow. 6.6% dividend yield, declining revenue, no insider buying. Value trap or opportunity?

🍅 #KHC: $9.3B write-off wiped out profits — but free cash flow surged +21% to $3.66B

6.6% dividend yield | P/B 0.7 (below book value)
Revenue -3.5% | Zero insider buys

Dividend trap or hidden value? 👇
open.substack.com/pub/financia...

Earnings Down 24%, but Buffett Is Buying: An Analysis of Occidental Petroleum (OXY) Occidental Petroleum Corporation trades under the ticker symbol OXY on the NYSE.

🛢️ #OXY: Buffett keeps buying despite profits falling -24%

✅ 44 years of dividends (growing)
✅ Berkshire added $35.7M in Feb 2025
✅ Debt reduced by $9.4B
❌ P/E 32.8 — double the sector median

What does Buffett see that others don't? 👇
open.substack.com/pub/financia...

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