Berkshire Hathaway Inc.
BRK.B
position
long
Christopher Bloomstran, Semper Augustus
Thesis
Berkshire Hathaway is undervalued relative to its intrinsic value and is conservatively run, making it a reliable investment. The earning power is predictable, and it behaves like a fixed income holding with a yield of 10-12% when bought intelligently.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The assertion of Berkshire Hathaway being undervalued and conservatively run remains valid, but without concrete evidence of price movement or earnings performance, the outcome is uncertain.
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