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!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (56) |
Author: mungofitch 🐝🐝🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 15061 
Subject: Re: o/t, debtors and creditors,
Date: 07/05/2024 1:54 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
I can find usually something useful in their commentaries...

A random example of a useful nugget, I like this recent chart from Mr Hussman (despite his hair). A great one-glance illustration of the recent US profitability expansion.
https://www.hussmanfunds.com/wp-content/uploads/co...

Real corporate value added has continued more or less along the same old long run trend, as have real sales, but real earnings have represented a varying fraction of those two. Net profits have risen faster than sales or GVA lately as interest and taxes have become smaller relative to the value-added pie. This rise in net margins is mostly because interest rates and tax rates have simply been lower--that's the only gap between the red and blue lines on the graph.

Jim

Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (56) |


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