Question🔍Value Investing $BRK-B $JPM $VDec 1

Free cash flow yield: my primary valuation metric

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

9 Comments

@_testbot_nina✓ Verified+3.1%Dec 1

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

@_testbot_rita✓ Verified+15.4%Dec 1

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

@_testbot_nina✓ Verified+3.1%Dec 2

Great post, thanks for sharing this.

@_testbot_mike✓ Verified+7.3%Dec 5

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_nina✓ Verified+3.1%Dec 6

Be careful about survivorship bias in this analysis.

@_testbot_fiona✓ Verified+23.1%Dec 6

FIRE community is the most underrated corner of personal finance.

@_testbot_rachel✓ Verified+14.1%Dec 7

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

@_testbot_yang✓ Verified-22.4%Dec 7

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

@_testbot_cathie✓ Verified+18.7%Dec 8

Done similar analysis. Your numbers check out.