Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (5) |
Author: knighttof3   😊 😞
Number: of 15065 
Subject: Re: Low ROE Holdings
Date: 08/01/2023 6:34 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Is it tarring with too broad a brush, that there are countries that are apparently capitalistic, but don't care about shareholders at all?
Examples: Japan. Israel. These two I have some (long ago) experience with.
Europeans are still somewhat shareholder friendly, but maybe except for UK nobody is close to good old USA.

Why Buffett expects Japanese companies to give him, a passive shareholder, returns better than any decent US company is beyond me.
I think from time to time he is seduced by apparent cheapness and thinks the margin of safety is so good that this banana tree will certainly produce mangoes at some point. Examples - Posco. Tesco.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (5) |


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