Buy Berkshire Hathaway Before The Market Realizes Its Value

Datalam Trading
108 Followers

Summary

  • Berkshire Hathaway is undervalued, trading at historic lows on P/E and P/B, despite robust operating profits and a fortress balance sheet.
  • DCF and SOTP analyses indicate intrinsic value per share of $500–$535, supporting an 11–25% upside from current levels.
  • Key risks include leadership transition, Apple concentration, regulatory shifts, and macro headwinds, but diversified cash flows provide resilience.
  • Catalysts like buybacks, a potential dividend, infrastructure incentives, and strategic acquisitions could drive further upside; I recommend accumulating BRK.B at $480.

Why Berkshire Belongs in Your Portfolio Today

Berkshire Hathaway (NYSE: NYSE:BRK.B) shows an interesting combination of a strong balance sheet and a nice valuation. We are currently at around 13 for the P/E TTM, and 1.35 times book value. These are values that

This article was written by

108 Followers
Hi, I'm Martin, I focus on maintaining a delta neutral portfolio. I want to be long/short at the same time and benefit from market volatility. I specialize in using options through which I enter and exit trades. I look for market opportunities primarily in small companies, and my search takes me into the waters of mid-sized companies as well.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BRK.B either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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