Why analysts are watching it
Analysts are watching Macy's (M) as some express concern over its valuation. On May 19, 2026, The Patient Investor, in his video "Berkshire Hathaway Stock: A Rare Buying Opportunity," stated that Berkshire Hathaway's purchase of Macy's appears to be a "value trap" because the stock is not trading below its asset value. He further suggested that many of Macy's assets are "overhyped and overinflated by intangibles and book value and just goodwill in general." The Patient Investor thus implies a bearish outlook on Macy's stock, questioning the true underlying value. Investing in individual stocks carries inherent risks, and past performance is not indicative of future results.
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"He bought Macy's. Macy's to me also looks like a value trap. It's not trading below asset value and a lot of the assets are overhyped and overinflated by intangibles and book value and just goodwill in general"
— Berkshire Hathaway Stock: A Rare Buying Opportunity