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Berkshire Hathaway Letter 1969

1969 annual report on banking acquisition and textile exit

warren-buffettberkshire-hathawaybankingtextilesrestructuring

Berkshire Hathaway Letter 1969

Author: Kenneth V. Chace Date: April 3, 1970

Overview

The 1969 letter announces Berkshire's major acquisition of Illinois National Bank and Trust Co. (97.7% ownership) and continued textile restructuring. The company achieved over 10% return on average stockholders' equity despite less than 5% return from textiles.

Key Points

Major Acquisition: Illinois National Bank

Metric Value
Ownership 97.7%
Founded by Eugene Abegg
Net Worth (1931) $250,000
Net Worth (1969) $17 million
Deposits (1969) $100 million
1969 Earnings ~$2 million

"Mr. Abegg has continued as Chairman and produced record operating earnings... Such earnings, as a percentage of either deposits or total assets, are close to the top among larger commercial banks."

Textile Operations

  • 12% sales decline from 1968
  • Box Loom Division termination completed
  • Industry-wide recession more severe than normal cycles

Transformation Summary

Segment Return on Capital
Overall Average >10%
Textile Portion <5%
  • Marketable securities liquidated at $5 million profit after taxes
  • Funds facilitated 1969 acquisition

Source

Kenneth V. Chace, April 3, 1970.