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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)
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Author: bankersfate   😊 😞
Number: of 21944 
Subject: Re: Buffet - factor bro
Date: 12/18/24 5:13 PM
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No. of Recommendations: 9
Does anyone track T&T? They have many long run winners and we don't really know what they do behind the scenes with puts and calls and selling short and buying/selling quickly.

Apple 2016 at $27, $248 today.    32% CAGR for 8 years (9 bagger)

DVA 2011 $37.91 , $147 today. 11% CAGR for 13 years

C 2022 $53.40, 68.18 today 10% CAGR for 2 years

KR 2019 $28.99, $61 today, 20.4% CAGR for 5 years

VRSN 2012 38.82, $191 today, 14.2% CAGR over 14 years

V 2011 $21.43, $309.75 today, 20% CAGR for 14-15 years

MA 2011 $25.17, $519.85 today, 22% CAGR for 15 years

AMZN 2019 89.04, $220.52 today, 16.3% CAGR for 6 years

AON 2021 $230.11, $352.38 today, 11% CAGR for 4 years

COF 2023 $96.16, $174.43 today, 34% CAGR for 2 years

NU 2021 $9.39, $10.40 today, 3.5% CAGR for 3 years

ALLY 2022 $43.48, $34.61 today, (20.5% loss in 2 years)

TMUS 2020 $114.36, $220.69 today, 17.86% CAGR 4 years

CHTR 2014 $158, $358.26 today 8.1% CAGR in ~10-11 years

LPX 2022 $51.19, $104.04 today 35% CAGR in ~2 years

NVR 2023 $6350, $8,217 today

LEN.B 2023 $112.98, $139.35 today

DHI 2023 $121.69 Closed but not sure what they sold it for. $141 now

DEO 2023 $181, $125 today (~30% loss to date)

JEF 2022 $29.50, $75.76 today 48% CAGR ~2-3 years

SNOW I think this was a break even on IPO but 4 years lost.

Chicago Bridge made money I think but some felt it was a bad company

Precision Castparts was a bad buy and started with a T&T though I think T did well on the trade (Berk not so much)

SIRI and all Liberty stocks too much effort to calculate but please do if you would.

They just bought
DPZ
POOL


Maybe there is some survivorship bias in their current holdings but they seem to be doing well to me.
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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
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