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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: tecmo ⎊  😊 😞
Number: of 203 
Subject: 2024-Q1 Earnings
Date: 04/25/2024 5:05 PM
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No. of Recommendations: 14
https://www.cnbc.com/2024/04/25/alphabet-set-to-re...

Nice quarter, stock is responding well up 15% to $180 per share...

Here is a quick review of my thoughts

                                my guesses
EPS		1.89	+57%	vs 1.54  
Revenue		80.5B	+15%	vs 79.0B
Stock		$157	+51%	vs $144 - $154


Valuation (TTM)
	Revenue	: $318B
	EPS	: $6.53
	Stock	: $158

Forecast (Guesses) (next 4 quarters)
	Revenue	: $350B
	EPS	: $8.33
	Stock	: $170 - $205

My very simplistic (but surprisingly accurate [at least recently] guess is based on PS and PE which tend to converge to 6.5x and 25x respectively.

tecmo
...


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Author: WEBspired ✭  😊 😞
Number: of 15062 
Subject: Re: 2024-Q1 Earnings
Date: 04/27/2024 11:14 AM
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No. of Recommendations: 1
Nice! Thanks for the data tecmo. Hope they keep focused, trimming the fat & kicking tail. Interesting they started a small dividend, as did Meta, which I have mixed feelings. Would just prefer more buybacks at current valuation.

Very happy holding onto the stock (3rd largest position behind BRK & AAPL), but I sold my DITM June’24 95 strike calls purchased nearly 2 years ago (stock was around $110), as we are in the draw down phase. Wish I had bought more!
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