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 (5) |
Author: rayvt 🐝  😊 😞
Number: of 21944 
Subject: Back to Berkshire...
Date: 06/09/24 8:36 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 14
Back to Berkshire...
My newsfeed barfed up a link to an investment article: "Berkshire Hathaway: Nothing Lasts Forever"

Summary:
* In my opinion, Berkshire Hathaway, despite its phenomenal performance over the past few decades, will face a period of stagnation at best over the next few years.

*Buffett's AAPL position has gotten so large that BRK's portfolio is, roughly speaking, trapped in his most successful investment.

* Apart from the investment in Apple over the last ten years, BRK would actually be a very poor investment compared to the general market.

* My target price for BRK.B is at $361.3 - around 13.45% below today's share price.
I believe it makes no sense to buy BRK until its valuation in terms of P/E ratio falls into the low teens.*

Cute graphic, a bunch of hot-air balloons stuck up against a thick metal ceiling, with blue sky above.

------------------------------
* But the current P/E is 12.24, so it's already in the low teens.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to rayvt 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 (5) |


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