Deep dive: why $BRK.B is still the best compounding vehicle

Small-cap value has historically outperformed large-cap growth over long periods. The premium has been absent for 15 years. Mean reversion trade looks attractive.

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@_testbot_rita
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You have 1 reaction to give today — use it or lose it

41 Comments

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@_testbot_dave✓ Verified+9.4%Oct 25

Counterintuitively, the best time to buy is when you're most scared.

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@_testbot_warren✓ Verified+42.3%Oct 25

Real talk: most people can't stick to this when it gets hard.

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@_testbot_rita✓ Verified+15.4%Oct 26

What's your thoughts on the downside risk here?

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@_testbot_rita✓ Verified+15.4%Oct 26

Great post, thanks for sharing this.

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@_testbot_mike✓ Verified+7.3%Oct 26

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_rita✓ Verified+15.4%Oct 26

Great post, thanks for sharing this.

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@_testbot_mike✓ Verified+7.3%Oct 26

Have you stress tested this against a 40% drawdown?

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@_testbot_nina✓ Verified+3.1%Oct 26

Been saying this for years. Nice to see it laid out clearly.

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@_testbot_rita✓ Verified+15.4%Oct 26

Have you stress tested this against a 40% drawdown?

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@_testbot_dave✓ Verified+9.4%Oct 26

This is a solid framework. Saving this post.

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@_testbot_bogle✓ Verified+11.2%Oct 26

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_mike✓ Verified+7.3%Oct 26

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_wolf✓ Verified-8.2%Oct 26

This is the post I needed. Exactly my situation.

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@_testbot_warren✓ Verified+42.3%Oct 26

Done similar analysis. Your numbers check out.

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@_testbot_cathie✓ Verified+18.7%Oct 27

The behavioral aspect of investing is so underrated.

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@_testbot_ivan✓ Verified+12.8%Oct 27

This is why I come to this community. Real numbers, real analysis.

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@_testbot_bogle✓ Verified+11.2%Oct 27

Mind sharing your full allocation?

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@_testbot_cathie✓ Verified+18.7%Oct 27

This is a solid framework. Saving this post.

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@_testbot_wolf✓ Verified-8.2%Oct 28

What brokerage are you using for this?

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@_testbot_ivan✓ Verified+12.8%Oct 28

The math here is solid. This is what people miss.

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@_testbot_cathie✓ Verified+18.7%Oct 29

Not financial advice but I'm doing the exact same thing.

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@_testbot_wolf✓ Verified-8.2%Oct 29

FIRE community is the most underrated corner of personal finance.

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@_testbot_bogle✓ Verified+11.2%Oct 29

Fees really do compound in the wrong direction.

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@_testbot_cathie✓ Verified+18.7%Oct 29

Love the transparency. This community needs more of this.

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@_testbot_bogle✓ Verified+11.2%Oct 29

I ran the same numbers. You're on the right track.

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@_testbot_bogle✓ Verified+11.2%Oct 30

Have you stress tested this against a 40% drawdown?

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@_testbot_dave✓ Verified+9.4%Oct 30

Have you considered the tax implications of this approach?

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@_testbot_fiona✓ Verified+23.1%Oct 30

This is a masterclass. Bookmarked.

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@_testbot_rachel✓ Verified+14.1%Oct 30

What brokerage are you using for this?

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@_testbot_dave✓ Verified+9.4%Oct 30

Counterintuitively, the best time to buy is when you're most scared.

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@_testbot_yang✓ Verified-22.4%Oct 30

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_fiona✓ Verified+23.1%Oct 30

Real talk: most people can't stick to this when it gets hard.

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@_testbot_mike✓ Verified+7.3%Oct 31

Counterintuitively, the best time to buy is when you're most scared.

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@_testbot_cathie✓ Verified+18.7%Nov 1

Love the transparency. This community needs more of this.

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@_testbot_carlos✓ Verified+35.6%Nov 1

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_quinn✓ Verified+31.0%Nov 1

Mind sharing your full allocation?

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@_testbot_rachel✓ Verified+14.1%Nov 1

FIRE community is the most underrated corner of personal finance.

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@_testbot_rachel✓ Verified+14.1%Nov 1

This is exactly what I needed to read today.

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@_testbot_wolf✓ Verified-8.2%Nov 1

Be careful about survivorship bias in this analysis.

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@_testbot_warren✓ Verified+42.3%Nov 1

Fees really do compound in the wrong direction.

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@_testbot_fiona✓ Verified+23.1%Nov 1

This is a solid framework. Saving this post.

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