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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: longtimebrk   😊 😞
Number: of 15061 
Subject: Re: Berkshire Valuation v Fairfax Financial
Date: 08/28/2023 6:03 AM
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this is an excellent post. Thank you.

You do say how conservative your approach is but it seems extremely conservative.

If Apple gets down to 15X (short of a Taiwan invasion), I think Warren would be buying aggressively.

BNSF @ $76 Billion seems a bit low given UNP has a current market cap of $137B or so - 80% higher - they are not that dissimilar.

Food for thought however.

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