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 (4) |
Author: Mark19   😊 😞
Number: of 21943 
Subject: Re: OT: A highly interesting lesson...
Date: 12/31/22 8:54 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
I think everybody who was/is a regular reader of that board respects them for their hard work to really analyze their companies in depth and for the concentrated knowledge on that board. Many are working in that field and REALLY know what they are talking about when it comes to the technology and the competitors.

This is only a guess, but I am not so sure they are experts in the fields and understand the technology that well. They do really study the companies, but they seem more concerned with sales growth, gross margin, and all the specific saas metrics, that I can't recall.

Saul regularly says he is not a techie. I don't think it is primarily sofware engineers on that board.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Mark19 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 (4) |


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

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