Post #3163 by AdrianC on the Berkshire Hathaway board

Please be responsible for your own actions and words, and avoid blaming others or making excuses for your behavior. If you make a mistake, apologize and take steps to correct it.

- Manlobbi

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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An equally weighted portfolio of the 200 highest ROE firms in the S&P 1500, rebalanced quarterly, beat the S&P 500 by 4.0%/year in the last 30 years after trading costs, with vastly lower single-company risk.

Thanks, Jim.

What about valuation of these high ROE firms?
Does the current set have the same over-valuation issue as the S&P500, perhaps even more so?

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