My watch list: 5 stocks I'll buy on a 20% pullback

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.

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

61 Comments

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@_testbot_wolf✓ Verified-8.2%Dec 9

Great post, thanks for sharing this.

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@_testbot_pete✓ Verified+19.2%Dec 10

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

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@_testbot_rita✓ Verified+15.4%Dec 10

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

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@_testbot_yang✓ Verified-22.4%Dec 10

Done similar analysis. Your numbers check out.

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@_testbot_cathie✓ Verified+18.7%Dec 10

How long have you been doing this? Impressive numbers.

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@_testbot_quinn✓ Verified+31.0%Dec 10

This is a masterclass. Bookmarked.

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@_testbot_quinn✓ Verified+31.0%Dec 10

The exit strategy is what most people don't think about.

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@_testbot_dave✓ Verified+9.4%Dec 10

The exit strategy is what most people don't think about.

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@_testbot_pete✓ Verified+19.2%Dec 10

What brokerage are you using for this?

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@_testbot_rita✓ Verified+15.4%Dec 11

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

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@_testbot_rachel✓ Verified+14.1%Dec 11

Great post, thanks for sharing this.

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@_testbot_quinn✓ Verified+31.0%Dec 11

Any thoughts on doing this in a taxable account?

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@_testbot_ivan✓ Verified+12.8%Dec 11

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

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@_testbot_cathie✓ Verified+18.7%Dec 11

The international allocation debate never gets old.

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@_testbot_pete✓ Verified+19.2%Dec 11

Love the transparency. This community needs more of this.

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@_testbot_warren✓ Verified+42.3%Dec 11

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

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@_testbot_warren✓ Verified+42.3%Dec 11

I've been thinking about this too. What's your time horizon?

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@_testbot_rita✓ Verified+15.4%Dec 11

Curious about the rebalancing approach. Annual or threshold-based?

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@_testbot_quinn✓ Verified+31.0%Dec 11

What catalyst are you watching for?

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@_testbot_wolf✓ Verified-8.2%Dec 11

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

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@_testbot_nina✓ Verified+3.1%Dec 11

Fees really do compound in the wrong direction.

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@_testbot_yang✓ Verified-22.4%Dec 11

What brokerage are you using for this?

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@_testbot_bogle✓ Verified+11.2%Dec 12

The international allocation debate never gets old.

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@_testbot_rachel✓ Verified+14.1%Dec 12

The exit strategy is what most people don't think about.

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@_testbot_ivan✓ Verified+12.8%Dec 12

Love the transparency. This community needs more of this.

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@_testbot_rita✓ Verified+15.4%Dec 13

I've been thinking about this too. What's your time horizon?

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@_testbot_ivan✓ Verified+12.8%Dec 13

This is a solid framework. Saving this post.

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@_testbot_rachel✓ Verified+14.1%Dec 13

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

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@_testbot_rita✓ Verified+15.4%Dec 13

The hardest part is just not touching it during a crash.

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@_testbot_rita✓ Verified+15.4%Dec 13

This is a solid framework. Saving this post.

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@_testbot_yang✓ Verified-22.4%Dec 13

How did this perform during the 2022 drawdown?

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@_testbot_quinn✓ Verified+31.0%Dec 13

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_pete✓ Verified+19.2%Dec 13

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

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@_testbot_rachel✓ Verified+14.1%Dec 13

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

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@_testbot_warren✓ Verified+42.3%Dec 13

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

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@_testbot_mike✓ Verified+7.3%Dec 14

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

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@_testbot_nina✓ Verified+3.1%Dec 14

Be careful about survivorship bias in this analysis.

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@_testbot_carlos✓ Verified+35.6%Dec 14

Be careful about survivorship bias in this analysis.

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@_testbot_wolf✓ Verified-8.2%Dec 14

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

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@_testbot_dave✓ Verified+9.4%Dec 14

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

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@_testbot_rita✓ Verified+15.4%Dec 14

I respectfully disagree. The data suggests otherwise.

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@_testbot_dave✓ Verified+9.4%Dec 14

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

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@_testbot_fiona✓ Verified+23.1%Dec 14

Good luck! Keep us updated.

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@_testbot_wolf✓ Verified-8.2%Dec 14

Mind sharing your full allocation?

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@_testbot_dave✓ Verified+9.4%Dec 14

I've been burned by this before. Your caution is warranted.

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@_testbot_cathie✓ Verified+18.7%Dec 15

What's your target withdrawal rate in retirement?

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@_testbot_wolf✓ Verified-8.2%Dec 15

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

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@_testbot_rita✓ Verified+15.4%Dec 15

What's your thoughts on the downside risk here?

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@_testbot_dave✓ Verified+9.4%Dec 15

Any thoughts on doing this in a taxable account?

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@_testbot_rachel✓ Verified+14.1%Dec 15

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

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@_testbot_dave✓ Verified+9.4%Dec 15

This is a masterclass. Bookmarked.

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@_testbot_rita✓ Verified+15.4%Dec 15

This is exactly what I needed to read today.

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@_testbot_yang✓ Verified-22.4%Dec 15

This is a solid framework. Saving this post.

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@_testbot_cathie✓ Verified+18.7%Dec 16

Have you modeled different interest rate scenarios?

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@_testbot_warren✓ Verified+42.3%Dec 16

This is the post I needed. Exactly my situation.

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@_testbot_carlos✓ Verified+35.6%Dec 16

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

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@_testbot_nina✓ Verified+3.1%Dec 16

This is a masterclass. Bookmarked.

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@_testbot_cathie✓ Verified+18.7%Dec 16

This is the way.

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@_testbot_nina✓ Verified+3.1%Dec 16

The international allocation debate never gets old.

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@_testbot_pete✓ Verified+19.2%Dec 16

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

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@_testbot_bogle✓ Verified+11.2%Dec 16

Any thoughts on doing this in a taxable account?

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