Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
No. of Recommendations: 2
No. of Recommendations: 2
Still nibbling...
Bought 2,165,792 shares for $125,746,875. Average price paid: $58.06/share.
No. of Recommendations: 4
No. of Recommendations: 5
its incredible, the amount of buyback plus brk buying and yet price pretty much flat over a year. Whose selling?
No. of Recommendations: 1
No. of Recommendations: 3
It's not often we can watch Buffett build a sizable position in a stock in real time.
And yet the stock has gone nowhere in the last 12 months. Go figure.
Mr. Market apparently finds oil and gas production companies "distasteful" at the moment.
Better to buy the AI darlings.
No. of Recommendations: 0
No. of Recommendations: 13
Better to buy the AI darlings.
It does make you think.
Nvidia is a fine firm.
But if you bought all of it at today's prices, how long till you get your trillion dollars back (in 2023 dollars) as owner earnings?
We can throw in some terminal value, e.g., say 30 years from now in 2053 you sell them at 19 times 2052 cyclically adjusted owner earnings.
Jim
