Yes, regularly discussed. I've watched a few Bill Ackman interviews recently where tech and disruption was discussed.

As it's hard to predict this is where metrics come in for me, identifying increasing revenue, eps, cashflows, decent roe / roi without too much debt. On a 3 to 5 year basis, then looking at the cash flow / EPS on a last 3 year average basis as a starting point and investing on the basis of projecting those forward 3 to 5 years.

That's how I invested in Alphabet and Meta.

The old days of looking out 40 years are long gone and value investing has changed (as Howard Marks says)I also plot 10 years as id ideally like to hold that long but a decade nowadays is like a century pre modern day era.

Same applies to Apple 🍎🍏 IMO.

Berkshire Hathaway FAQ

---

Contact Shrewd'm
Contact the developer of these message boards.