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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Manlobbi 🐝🐝🐝 HONORARY
SHREWD
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Number: of 12641 
Subject: Re: This pos
Date: 10/01/2024 7:39 AM
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No. of Recommendations: 23
Problem is, if I sell now, what do I buy? Broad US market is 25x P/E with a long-term unsustainable 18% earnings growth per year (..) Ex-US looks better, and less concentrated in one sector. But not as shareholder-friendly.

I have written about this on the Index Investing board today. You don't even need international diversification to avoid the overpriced S&P500. Just avoid the large caps:
https://www.shrewdm.com/MB?pid=515672466

- Manlobbi
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