Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (35) |
Author: SteadyAim   😊 😞
Number: of 22347 
Subject: Re: Selling BRK pre/post meeting?
Date: 05/09/25 4:40 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
How long can the price stay irrational or get even more so?

There was a lot of discussion of valuation when I bought in (around 2009-10?) and my takeaway back then was that about 1.75x was fair value and that multiple would probably rise over time. As it's turned out there's perhaps no reason for a higher value now, but I would still see 1.5-2.0x as the fair value area. That leaves under 1.5x as cheap and above 2.0x as expensive. Just my 2p, obv.

SA
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to SteadyAim here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,850 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
Unthreaded | Threaded | Whole Thread (35) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community