No. of Recommendations: 5
morganstanley.com - Article tofreeornottofree ltrI found this on the BRK board, and then asked Gemini to forecast some valuation scenarios, here is what it came up with...
Scenario 2031 FCF Yield Implied Market Cap Implied Share Price 5-Yr Annual Return (CAGR) Key Assumptions / Drivers
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Bull Case 1.5% Yield $20.33 Trillion $1,640 36.7% High market premium for dominant AI & Cloud ROIC.
Report Base Case 2.0% Yield $15.25 Trillion $1,230 29.1% Morgan Stanley standard 2.0% hyperscaler yield benchmark.
Bear Case 3.0% Yield $10.17 Trillion $820 19.1% Higher required yield due to elevated cost of capital.
(stock is trading at $345 now)
tecmo
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