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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: CapitalAlligator ✶  😊 😞
Number: of 22349 
Subject: Re: POOL, DPZ, STZ
Date: 07/09/25 2:51 PM
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No. of Recommendations: 1

Yeah, unusually for Ted/Todd picks, I like at least two out of the three.

With Domino's you have to account for some gearing but they have an impressive return on capital and they throw off a lot of free cash flow. They've relentlessly reduced the share count since 2013, by almost 40%. Pool Corp has very good returns on equity and capital though the buybacks haven't been at the same scale.

I don't really get why T or T likes Constellation instead of, say, Diageo. I own a basket of hi-proof stocks: STZ, BF-B, DEO, RI, MC, rebalance a little if anything looks more expensive or out of favor. The overall economics of the sector have been pretty good, historically, though that may be less true in the near future. I've been meaning to take a look at Kweichow Moutai, which I think Monsoon Pabrai owns.

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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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