Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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 (6) |
Author: Blackswanny   😊 😞
Number: of 22989 
Subject: Re: BOA
Date: 03/25/23 3:31 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
I've been watching some commentary of the Superinvestors who like financials. They refer to BOA as "best in class and most well managed" they are beating the drum at 8x earnings and reading at par book value. Ie buy now.

However.

Going back 20 years I remember reading a bit of David Dreman and he loved investing in Banks, earnings went negative and you could pick the banks up at the low point for c50% of book value in the 90's case studies and also during the GFC. Some way to go yet, book value is c$30, so $15 dollars perhaps? Might put it on a watchlist for an allocation.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Blackswanny here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 22,499 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (6) |


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 | Privacy