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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: ppant ✸  😊 😞
Number: of 15061 
Subject: Re: Reduced significantly
Date: 03/21/2025 1:31 AM
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No. of Recommendations: 10
Do those growthy stocks and Constellation Software have better price to book value ratios than Berkshire has?

No but they are completely different types of businesses. I believe ( perhaps mistakenly) they have a higher chance of doubling in 5 years from here but the bets are more risky and therefore position sizes are very small compared to my holding in Berkshire. I'll check back in 5 years to see if the decision to use Berkshire as a source of capital when it got to $530 for these was worth it.

Just as a reference- consider the action of some of Berkshire's principal's. Ajit Jain reduced his holding by 55% at a price of $463 per B. That was also around the price where Buffett stopped buybacks.
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