Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd

The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" 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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (14) |
Author: mungofitch ✹✺🐝🐝🐝 GOLD
SHREWD   😊 😞
Number: of 21937 
Subject: Re: indexes down another 1.5-2 percent
Date: 04/09/25 8:07 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 16
$480 sounds a bit rich to me.

Back of the envelope examples
Book/share growth nominal 10.4%/year and 1.4x March 2026 book would be a price around $477 around Q2 next year.
Book/share growth nominal 6.1%/year and 1.4x March 2026 book would be a price around $454 around Q2 next year.

Those aren't what you'd call forecasts, but they seem to be in the general range of what would be pretty usual.
(The lower 6.1% growth rate example is because it doesn't currently look like this will be a banner year for earnings or stock returns in general)

It would not be at all surprising to see some trading below $430. I wouldn't expect buybacks to resume above $460ish, if then.

Jim
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mungofitch here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 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 · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (14) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community