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ValueInvestorswin

ValueInvestorswin
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  • The Real Secret Of Warren Buffett's Performance [View article]
    I suggest you look at a chart of the growth in book value of brka versus the growth in the index over the last 15 years. Then look at the current p/bv for each brka and the benchmark. I believe your takeaway would be "sell the benchmark and buy brka.".
    Jan 15 10:11 PM | 1 Like Like |Link to Comment
  • U.S. PC Shipments Slip - While Apple's Grow 21% [View article]
    AAPL may continue to grow, but there is a limit to how many people can afford $1,800 laptops. There will be a ceiling on unit sales without margin compression - would be nice to see some research on where that ceiling may lie.
    Feb 7 01:23 AM | Likes Like |Link to Comment
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