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 (17) |
Author: mungofitch ✹🐝🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 15051 
Subject: Re: BRK, the VL is out, if you can read it.
Date: 05/30/2025 10:45 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 10
Value investing is no longer compatible with reality. Please, please prove me wrong. I don't have infinite time to wait.

I guess it depends on how you define value investing. For me, it's "paying a low multiple of pretty-darned-sure future earnings" (several years in the future), whether there are any current earnings or not.

I would include in that category buying Berkshire shares when they are attractively valued, and sitting on your duff. The future won't be as bright as the past, but they still make money faster than they issue shares, so the value of a share can be expected to keep rising at a useful rate. From time to time the stock has clearly traded at less than 10 times average value per share growth 5-10 years out, and I imagine that will remain true.

Jim
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (17) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds