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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: weatherman   😊 😞
Number: of 15066 
Subject: Re: Cost-plus model: COST, IBKR, KMX - any others?
Date: 03/06/2024 3:05 PM
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unsure cost+ has any particular magic.

a. significant survivor bias on names listed here.
b. a lot of profitable companies have no interest in sharing with consumers (and many with other owners\shareholders if they can help it!)....the majority am sure.
c. theoretically, there should be a limit on new entrants entering into a profit-capped niches. however, we have been in a long era of capital funding never profitable enterprises. that is hard to squash near market highs.

based on conversation here, i does not appear even these paragons are very explicit on exactly how much current and future savings will be passed on.



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