Thesis
Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) can transition towards a bright future. The company needs a dividend to make it competitive with other investment alternatives. It needs a leader who can engage with the investing community to attract institutions and a higher share price. Why should investors buy Berkshire's stock if Warren Buffett keeps recommending the Vanguard S&P 500 index fund?
Dividend
Berkshire Hathaway should implement a dividend of at least 1.5%. The company should become more shareholder friendly towards institutions as it transitions to the future.
In today's low interest rate environment, income is quite important. In my opinion, not having a dividend discourages some investors, and the shares would trade higher with a dividend.
