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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Berkfan ✧  😊 😞
Number: of 16627 
Subject: This was all predictable
Date: 08/04/2025 3:49 PM
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No. of Recommendations: 4
We hit 1.7x book value, we are simply reverting back to a more historical valuation range, many will attribute this to a 'change' of some sort. Maybe so, maybe not.

For those of us who are long time holders, and future long time holders should relish this. Many will point to Buffett handing this off to Abel as a catalyst, or the Kraft write-down, or whatever, just trying to find some kind of narrative to fit price action.

We have 300 plus billion of cash on the side, I want it down and hard.

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Author: mungofitch ✹🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 16627 
Subject: Re: This was all predictable
Date: 08/04/2025 3:53 PM
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No. of Recommendations: 9
Indeed, there is no call for panic. P/B is still 5-6% above the 20 year average for heaven's sake.

Not only are you correct that a move back to the usual valuation levels was entirely normal and to be expected, but perhaps we aren't even there yet.

My monkey brain, like those of most people, gives way too much emphasis to what has been seen most recently.

Jim
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