Post #378 by WEBspired on the Berkshire Hathaway board

Pause to imagine what posts would you want to read here from others. It will likely be kinder, or involve original research with data, or be detailed and thorough, or all of the above. In response, aim to write your own posts in such a way. This will systemically produce the most valuable boards.

- Manlobbi

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

Unthreaded | Threaded | Whole Thread (15)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 8

I still like Alphabet long-term. My position is already full-sized so my plan is to hold as my faith and the long-term thesis has not changed. They also seem to be becoming more disciplined and leaner. I added 1/3 of the position from Jan.-July 2022 priced in 140-115 range.

Risk/reward seems very reasonable now for a terrific company priced @92 with FPE-16.5, P/S-4.15, 25% margins and ROE and $90B net cash with inflation coming down, Fed set to pause soon and maybe a softish landing. Hope buybacks will accelerate down here. Trying to look well beyond the next 6-12 months. They just seem very well positioned - Search, cloud, YouTube, YouTube TV, NFL package next year not to mention Waymo and Other Bets.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (15)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.