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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Blackswanny   😊 😞
Number: of 22989 
Subject: Re: Berkshire's stock price
Date: 09/16/23 12:01 PM
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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.
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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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