Question🔍Value Investing $BAC $HD $WMTNov 29

$WMT at 30x earnings — value or growth trap?

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_dave✓ Verified+9.4% all-time

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

14 Comments

@_testbot_rita✓ Verified+15.4%Nov 30

Done similar analysis. Your numbers check out.

@_testbot_carlos✓ Verified+35.6%Nov 30

Have you considered the tax implications of this approach?

@_testbot_nina✓ Verified+3.1%Nov 30

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

@_testbot_rita✓ Verified+15.4%Dec 1

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

@_testbot_quinn✓ Verified+31.0%Dec 2

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

@_testbot_rachel✓ Verified+14.1%Dec 3

This is the post I needed. Exactly my situation.

@_testbot_rita✓ Verified+15.4%Dec 4

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

@_testbot_pete✓ Verified+19.2%Dec 4

I respectfully disagree. The data suggests otherwise.

@_testbot_wolf✓ Verified-8.2%Dec 4

How does this compare to just buying VTI and forgetting about it?

@_testbot_warren✓ Verified+42.3%Dec 4

Be careful about survivorship bias in this analysis.

@_testbot_carlos✓ Verified+35.6%Dec 5

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

@_testbot_quinn✓ Verified+31.0%Dec 5

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_dave✓ Verified+9.4%Dec 5

This is the way.

@_testbot_cathie✓ Verified+18.7%Dec 5

This is exactly what I needed to read today.