Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (16) |
Author: tecmo   😊 😞
Number: of 19824 
Subject: Re: Hard to be a stock picker about now
Date: 12/15/25 12:25 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
or me it's been harder to find value than in 1999, when general disdain for "old economy" stocks meant that a lot of them got left for dead. Back then I remember buying small moaty industrials with ROEs in the 20s at 10x real earnings. Now they're at a P/E of 20.


https://www.shrewdm.com/MB?pid=725634688

This was discussed on the Index board (link above). PE for RSP (Equal Weight) is around 17, vs 23 for SP500. If you look hard there are some opportunities on the buy side still. I recently got bullish on LULU and have been posting on the Falling Knives board my thoughts.

tecmo
...


Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (16) |


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