Berkshire: Too Big to Succeed?

Both sides duke it out.

Morgan Housel
Morgan Housel
May 8, 2013 at 1:11PM

The most common bear case to make about Warren Buffett's Berkshire Hathaway (NYSE:BRK-B) is that the darn thing is just too big to grow -- at least at rates like it did in the past.

Buffett talks about it himself.

"The giant disadvantage we face is size: In the early years, we needed only good ideas, but now we need good big ideas," Buffett lamented in 1995. "We need 'elephants' to make significant gains now -- and they are hard to find," he said in 2001.

But there are two sides to that story.

In this video, Fool analyst Matt Koppenheffer and I share our thoughts on Berkshire's size dilemma.