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 (24) |
Author: Texirish 🐝🐝  😊 😞
Number: of 15055 
Subject: Re: BRK experts in denial
Date: 03/27/2025 12:25 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
Could it be that the market views Berkshire primarily as an insurance company and values ​​it accordingly? That the current valuation has less to do with Berkshire as an individual company and more to do with optimism for the reinsurance sector?

Point well made. I used stockcharts.com to plot an S&P insurance index and BRK/B over the past 10 years. BRK has pretty closely tracked the index - slightly lagging - but this all depends upon what start point you choose. I took 10 years just to observe how each performed. Hope the link works.

https://stockcharts.com/freecharts/perf.php?dollar...

If not, the symbols are $SPINPC and BRK/B and chose Perf Plot as the chart type.

Are the non-insurance businesses and cash actually holding back the BRK stock price? (grin)

Is the whole industry over-valued?

Otherwise, BRK is just keeping up.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (24) |


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