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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)
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Author: WEBspired ✭  😊 😞
Number: of 22354 
Subject: OT-AXP
Date: 10/05/23 2:44 PM
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No. of Recommendations: 9
Added to my AXP today:

PE-15
FPE-12 (vs. MA-27, V-23)
Yield-1.65%
Nearly 20% off its 52-week high
Technical-Potential Support level in low-mid 140s
Similar price as Spring 2021
EPS $9.85
PEG-0.93
86% Institutional owned
1% short
Payout ratio 22%
Op margin 14%
ROE-30%
$53B Revenue
6.7% Rev. Growth
10.7% Earnings growth
10% 5 year growth rate
Total Cash-$42B
Total Debt-$49B
Op Cash flow-$16.5B

Oligopoly
Growing CC growth>>Cash
e-commerce
Relatively low-risk customer base
Good growth amongst millennials
Annual Fees (Gold card) soon to rise 25% to $375
BRK has owned over 25 years- we now own 20.6% of AXP
Cheap multiple compared to V or MA
Solid established business at a fair price imo
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Members reply directly to WEBspired here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 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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