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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Mrg5a   😊 😞
Number: of 22989 
Subject: Foreign exposure
Date: 12/28/24 9:54 AM
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Everyone has seen the charts: massive US outperformance, lagging growth in Europe/China, political uncertainty in emerging markets, strong USD, etc.

However, the contrarian in me thinks there might be some opportunities in foreign markets. W Trump, i see a potentially falling dollar, inconsistent policy and outright large valuations gaps between foreign and US markets. (The last I saw was a 3std dev spread in performance and valuations) We all know the risk, and I am starting to think there is a potential for upside surprises outside of the US.

Whats everyone think? Anyone taking a meaningful stab at foreign markets?
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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
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