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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Lear ✶🐝  😊 😞
Number: of 15061 
Subject: Re: Full disclosure
Date: 09/19/2023 1:57 PM
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No. of Recommendations: 2
I bought a bit today. I already have more than I should, but at this price the market is assuming margins will never recover, or worse.

I don't think that's plausible. Nothing I've seen suggests the basic model is broken, and there's obvious cyclical macro pressures affecting margins. This too shall pass.
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