Berkshire Hathaway Isn't What It Used To Be

fmdog44

fmdog44

Well-known Member
Location
Houston, Texas
It has not beat the S&P Index for the last five years. No need to go in to all the reasons but it is interesting that this all star investment is a HOLD at best.
 

Apples and oranges. Contra fund is a growth fund heavy in tech, which has been the best performing asset class / sector over the last 10 years. Berkshire holds moaty businesses that provide meaningful, predictable returns purchased at good values. While the valuations of contra fund's holdings may be overvalued, Berkshire is probably undervalued.
 

CallmeIshmael said:
Apples and oranges. Contra fund is a growth fund heavy in tech, which has been the best performing asset class / sector over the last 10 years. Berkshire holds moaty businesses that provide meaningful, predictable returns purchased at good values. While the valuations of contra fund's holdings may be overvalued, Berkshire is probably undervalued.
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compounding investor money is compounding investor money ,...he has failed to beat even the s&p 500 for a long long time .

dont forget it isn't like berkshire was less risky than contra at all . its draw downs have been terrible . berkshire is still down 15% ytd , the s&p is flat
 
Berkshire is a conglomerate that has been incredibly successful over decades. Buffett is a classic quality based, value investor who's stayed true to an investment style that he knows that works. It's hard to fault buying great companies at fair prices - and while he's missed out on some fabulous growth stories, he's not exactly in the poor house.
 
berkshire just has not done a good job for it's shareholders for a long time now . people invested money to get returns better then just indexing which requires no brains or leadership .... berkshire was every bit as volatile as a market index yet gave results far worse .

buffett has commented for years how he hates gold and gold is not an investment . yet he just bought heavy in to a company where gold is their product and profit driver .

so i think berkshire's time came and went a few decades ago
 

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