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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Munger_Disciple ✧  😊 😞
Number: of 15056 
Subject: BRK Expected Returns
Date: 03/02/2025 2:42 PM
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What do fellow Shrewds expect BRK returns to be over the next 5 years? I will start with my guess:

I expect the intrinsic value growth to be around 9% per year. But given that its current price is at the high end (or perhaps even slightly above) IV, I expect a compression in its price/ book or price/IV which will subtract 3% per annum over the next 5 years. So, I expect an annual return of about 6%. And if I am wrong, I take the under on that. I assume somewhat "normal" economic conditions (no huge recessions like the GFC, only a mild one).
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