Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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)
Unthreaded | Threaded | Whole Thread (5) |
Author: YoungandOld ✭  😊 😞
Number: of 22353 
Subject: Re: Apple
Date: 01/08/23 6:35 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
It seems unlikely that you will see that price if that is what you are holding out for. They have fundamentally been a great business with strong growth, successful expansion into new areas, and sound fundamentals. Many would consider even the current valuation a good entry point.

Maybe one issue is you are taking $5 of EPS as a starting point when they are probably at least $6 on a run rate basis?
Another is that the growth rate maybe needs to be more than 10% if $5 is a starting point. My view would be that $5 probably represents an underperforming year for the enterprise as it stands today, and one that could be grown quicker in initial return to normal.
10 years is long enough that many things could happen, both good and bad. But waiting for a c$85 entry point could mean that Apple may never be in your portfolio.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to YoungandOld 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
Unthreaded | Threaded | Whole Thread (5) |


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 | Open Questions | Moving a community