Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Understanding Businesses

View as an RSS Feed
View Understanding Businesses' Comments BY TICKER:
Latest comments  |  Highest rated
  • Gentex Corp: Undervalued With Huge Potential [View article]
    I definitely agree. With the recent delay of the Act, I believe the price will dip again once the Secretary of Transportation issues a statement.
    Jan 3 07:55 AM | Likes Like |Link to Comment
  • Gentex Corp: Undervalued With Huge Potential [View article]
    I believe it is bound to be passed eventually. The multiple delays just allow shareholders to buy stock at a discount. Either way, new vehicles are bound to have this rear-view camera technology in the near future.
    Jan 2 02:44 PM | Likes Like |Link to Comment
  • Berkshire Hathaway: Undervalued And Ready To Jump [View article]
    I apologize for my lack of numbers. I like to reason out my investments, and determine why the company will succeed, rather than focus on the numbers. Here is why Berkshire is significantly undervalued. Berkshire currently has a $222 billion market cap. Let's break down what the company owns. It currently has $74 billion in marketable equities, $32 billion in fixed income, $47.8 billion in cash, $20 billion in goodwill from BNSF & MidAmerican (both which Buffett believes are way below intrinsic value), equity from its manufacturing, service, and retail division of $37 billion(which Buffett once again believes is undervalued), and a float from its insurance conglomerate of $70 billion which grows substantially every year. Total that up and you're already above its market cap. That's not including many of its other companies. Sure the company has debt, but Berkshire is one of the most liquid companies out there. By buying Berkshire now, you're essentially getting Buffett running the company for free. That's why I believe its a bargain.
    Jan 1 05:13 PM | Likes Like |Link to Comment
  • Berkshire Hathaway: Undervalued And Ready To Jump [View article]
    16x
    Jan 1 03:10 PM | Likes Like |Link to Comment
  • Berkshire Hathaway: Undervalued And Ready To Jump [View article]
    Yes that's definitely a huge factor. Buffett always makes very long-term investments, and my article tries to point out that over the past five years the market hasn't recognized Berkshire's growth. Give it five more, and I bet you'll be right on point.
    Jan 1 03:09 PM | Likes Like |Link to Comment
COMMENTS STATS
65 Comments
33 Likes