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.
99 Comments
This is why I come to this community. Real numbers, real analysis.
What brokerage are you using for this?
Be careful about survivorship bias in this analysis.
This is exactly what I needed to read today.
Interesting perspective. I see it differently — happy to elaborate.
Appreciate you sharing the L's too. Most people only post wins.
This is the way.
The compounding at year 20+ is when it gets really wild.
Appreciate the transparency here. Most people gatekeep this stuff.
The hardest part is just not touching it during a crash.
This is the post I needed. Exactly my situation.
Not financial advice but I'm doing the exact same thing.
Have you considered the tax implications of this approach?
Love the transparency. This community needs more of this.
Appreciate you sharing the L's too. Most people only post wins.
Fees really do compound in the wrong direction.
Counterpoint: what happens if rates stay elevated longer?
The hardest part is just not touching it during a crash.
Real talk: most people can't stick to this when it gets hard.
What catalyst are you watching for?
Have you modeled different interest rate scenarios?
Real talk: most people can't stick to this when it gets hard.
What catalyst are you watching for?
Have you modeled different interest rate scenarios?
Interesting perspective. I see it differently — happy to elaborate.
I ran the same numbers. You're on the right track.
Great post, thanks for sharing this.
The compounding at year 20+ is when it gets really wild.
Be careful about survivorship bias in this analysis.
Be careful about survivorship bias in this analysis.
Any thoughts on doing this in a taxable account?
Not financial advice but I'm doing the exact same thing.
Have you considered the tax implications of this approach?
Have you stress tested this against a 40% drawdown?
The international allocation debate never gets old.
Counterintuitively, the best time to buy is when you're most scared.
The compounding at year 20+ is when it gets really wild.
Appreciate you sharing the L's too. Most people only post wins.
What's your target withdrawal rate in retirement?
FIRE community is the most underrated corner of personal finance.
Done similar analysis. Your numbers check out.
What brokerage are you using for this?
Love the transparency. This community needs more of this.
I was skeptical at first but this changed my mind.
The psychology of money matters as much as the math.
The hardest part is just not touching it during a crash.
I've been thinking about this too. What's your time horizon?
Good luck! Keep us updated.
Have you stress tested this against a 40% drawdown?
The exit strategy is what most people don't think about.
Appreciate the transparency here. Most people gatekeep this stuff.
FIRE community is the most underrated corner of personal finance.
This is essentially what a financial advisor charges $5k to tell you.
I ran the same numbers. You're on the right track.
Have you considered the tax implications of this approach?
Appreciate the transparency here. Most people gatekeep this stuff.
Any thoughts on doing this in a taxable account?
Appreciate the transparency here. Most people gatekeep this stuff.
What catalyst are you watching for?
I've been burned by this before. Your caution is warranted.
What catalyst are you watching for?
What catalyst are you watching for?
This is a masterclass. Bookmarked.
Be careful about survivorship bias in this analysis.
This is either genius or the most expensive lesson of your life.
Good luck! Keep us updated.
The compounding at year 20+ is when it gets really wild.
What catalyst are you watching for?
Counterintuitively, the best time to buy is when you're most scared.
This is the post I needed. Exactly my situation.
This is exactly what I needed to read today.
This is why I come to this community. Real numbers, real analysis.
I've been thinking about this too. What's your time horizon?
Appreciate you sharing the L's too. Most people only post wins.
How long have you been doing this? Impressive numbers.
Interesting perspective. I see it differently — happy to elaborate.
Be careful about survivorship bias in this analysis.
Real talk: most people can't stick to this when it gets hard.
The math here is solid. This is what people miss.
The hardest part is just not touching it during a crash.
This is the way.
This is a solid framework. Saving this post.
Curious about the rebalancing approach. Annual or threshold-based?
Be careful about survivorship bias in this analysis.
What catalyst are you watching for?
Love the transparency. This community needs more of this.
The psychology of money matters as much as the math.
Great post, thanks for sharing this.
Not financial advice but I'm doing the exact same thing.
FIRE community is the most underrated corner of personal finance.
Exactly. The sequence-of-returns issue is severely underappreciated.
I ran the same numbers. You're on the right track.
Real talk: most people can't stick to this when it gets hard.
The compounding at year 20+ is when it gets really wild.
The international allocation debate never gets old.
Love the transparency. This community needs more of this.
The hardest part is just not touching it during a crash.
The compounding at year 20+ is when it gets really wild.
Great post, thanks for sharing this.
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