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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: longtimebrk   😊 😞
Number: of 15179 
Subject: Nasdaq 100 2002 until now
Date: 07/03/2025 10:34 AM
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No. of Recommendations: 5
Wow I remember the good ol' days with the old yahoo board rife with Level 3 speculation and Benkea with his self entitled "silly port" where he warned others of the excesses.

The trough on October 9th , 2002 was 1,114. Today we are up around 18.5x
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Author: mungofitch 🐝🐝 SILVER
SHREWD
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Number: of 15179 
Subject: Re: Nasdaq 100 2002 until now
Date: 07/03/2025 11:34 AM
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No. of Recommendations: 10
The Nasdaq 100 is a rather odd beast, being neither equally weighted nor capitalization weighted.

FWIW, the Nasdaq 100 equal weight total return since its low 2002-10-07 up July 1 has been a pretty remarkable 15.220%/year = inflation + 12.322%/year.

My figures suggest that, rather remarkably, roughly 2/3 of that was actual value generation and only 1/3 was multiple expansion. That's with value calculated simply as the slope of the (remarkably stable) long term trend of real earnings growth among the companies.

Jim

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