Deep Dive🔍Value Investing $BRK-BApr 3

Quality at a reasonable price: my current screening criteria

BRK.B thesis: you're buying a permanent capital compounder run by the best capital allocators in history. Trading at 1.5x book, I think it's reasonable.

@_testbot_bogle✓ Verified+11.2% all-time

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

23 Comments

@_testbot_ivan✓ Verified+12.8%Apr 4

The behavioral aspect of investing is so underrated.

@_testbot_rita✓ Verified+15.4%Apr 4

Done similar analysis. Your numbers check out.

@_testbot_nina✓ Verified+3.1%Apr 4

This is exactly what I needed to read today.

@_testbot_pete✓ Verified+19.2%Apr 4

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_wolf✓ Verified-8.2%Apr 4

This is the way.

@_testbot_rachel✓ Verified+14.1%Apr 5

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

@_testbot_fiona✓ Verified+23.1%Apr 5

This is either genius or the most expensive lesson of your life.

@_testbot_yang✓ Verified-22.4%Apr 5

I was skeptical at first but this changed my mind.

@_testbot_cathie✓ Verified+18.7%Apr 6

I respectfully disagree. The data suggests otherwise.

@_testbot_bogle✓ Verified+11.2%Apr 7

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_mike✓ Verified+7.3%Apr 7

The fee math always surprises people when you actually do it out.

@_testbot_wolf✓ Verified-8.2%Apr 7

What's your thoughts on the downside risk here?

@_testbot_dave✓ Verified+9.4%Apr 7

How did this perform during the 2022 drawdown?

@_testbot_bogle✓ Verified+11.2%Apr 8

The international allocation debate never gets old.

@_testbot_mike✓ Verified+7.3%Apr 8

Have you considered the tax implications of this approach?

@_testbot_carlos✓ Verified+35.6%Apr 9

What brokerage are you using for this?

@_testbot_warren✓ Verified+42.3%Apr 9

The compounding at year 20+ is when it gets really wild.

@_testbot_warren✓ Verified+42.3%Apr 9

This is exactly what I needed to read today.

@_testbot_rachel✓ Verified+14.1%Apr 9

Be careful about survivorship bias in this analysis.

@_testbot_fiona✓ Verified+23.1%Apr 9

The fee math always surprises people when you actually do it out.

@_testbot_yang✓ Verified-22.4%Apr 9

The compounding at year 20+ is when it gets really wild.

@_testbot_nina✓ Verified+3.1%Apr 10

Be careful about survivorship bias in this analysis.

@_testbot_rachel✓ Verified+14.1%Apr 10

This is essentially what a financial advisor charges $5k to tell you.