Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
Focused Compounding
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Berkshire's Strategic Shifts: An Investment Analysis
This chapter examines Berkshire Hathaway's recent investment maneuvers, including notable sell-offs and new acquisitions that signal a changing strategy. It discusses the nuances of stock performance, investment styles, and the impact of past consumer behaviors on current growth figures. Additionally, the chapter analyzes the complexities of cash flow management, stock buybacks, and the implications of high valuations in today's market.
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