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 (65) |
Author: Said   😊 😞
Number: of 15058 
Subject: Re: OT: big companies
Date: 07/17/2023 3:44 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
I think that's opposite to what both have to say, mechinv and Jim. Jim's original argument was that exactly such a basket is super-expensive:

The top 7 popular firms in the US market by market cap are currently trading at a collective weighted-average earnings multiple of 36.96. That's the aggregate market cap divided by the aggregate earnings. (AAPL MSFT GOOG AMZN NVDA TSLA META)

So even if one or even two of them are 5x winner in 5-10 years,what would be the gain (or loss) if the other 6 then did revert to "normal" valuation levels?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (65) |


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