Eldenminaj
2021-08-30

Happy 91st Birthday @WarrenBuffet!

Truly the goat of investing! ??


Here are my key takeaways:

1. Extremely hard to assess the companys valuation. However, based on conservative FCF method, its currently fairly valued at USD 280-300. 


2. Berkshire has lagged the S&P500 for the past 2 years. However, I personally believe they are still able to beat the the market on the long run with the compounding effect.


3. S&P500 is up against Berkshire due to its tech eexposure. However, with the overvaluation at S&P500 right now, Berkshire would be a better buy. 


4. Biden's $1 Trillion infrastructure bill will further boost Berkshire's  earnings in the coming years. 


5. Once Warren Buffet/Charlie Munger dies, the companys share price will take a small dip due to bad market sentiment.  However, I believe Greg Abel and the entire manegement team (which are handpicked by Buffet himself) will manage the company well. Keep in mind, there are many investors out there who have constantly beat the market. The team after buffet will and I quote the goat himself "keep the culture".



6. Company is poised to be a trillion dollar valuation company soon. Buybacks have been aggresive, high amount of free cash flow, and balance sheet is extremely healthy. 



Recommendation: BUY

Comments by me:

●Will be buying some BRK.B today, since its my birthday and Warren Buffet Birthday as well. (We share the same birthday). 

●Berkshire > S&P500 for now due to market valuation. 


All the above are my opinions. Let me know yours!


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Comments

  • 老夫的少女心_
    2021-08-30
    老夫的少女心_
    今天是巴菲特老爷子生日吗?Happy 91st Birthday @WarrenBuffet!一定要万寿无疆,寿比南山呀。
  • 妥妥的幸福11
    2021-08-30
    妥妥的幸福11
    先祝你生日快乐,希望你梦想成真,巴爷爷是我最崇拜的人,关于他所有的书我都看过,虽然他不是百战百胜,但是他的理念代表着投资界的正能量,永远把风险控制在认知之内。
  • 哎呀呀小伙子
    2021-08-30
    哎呀呀小伙子
    拜登老爷子的1万亿美元的基础设施法案确实将进一步提振伯克希尔未来几年的 收益。,但是标普指数肯定也会涨呀。
  • 宝宝金水_
    2021-08-30
    宝宝金水_
    今天我也会买一些BRK.B,因为今天是你的生日,也是沃伦·巴菲特的生日。(你们同过一个生日)。 生日快乐。
  • 路人丙钉钉
    2021-08-31
    路人丙钉钉
    伯克希尔确实在一定程度上是投资的风向标,但是越来越高的股价,反而不敢让人轻举妄动了
  • 小时候可帅了00
    2021-08-30
    小时候可帅了00
    伯克希尔很稳健,但是要真的论估值,肯定是不算便宜了。
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