Jump to content

Recommended Posts

Posted

I bought a small amount of Amazon at around $190/share, when everyone was saying how overpriced it was then.

 

 

At current prices though, it seems like either Amazon is over valued or Berkshire is greatly undervalued. Maybe a combination of both.

Guest longinvestor
Posted

From an earlier report,  http://www.semperaugustus.com/2016BRK.aspx

 

 

                            Sales *                    Net Profit *      Market Cap               

Facebook          $17.9 B                      $3.6 B              $305 B

Amazon            $107 B                        $ 0.6              $ 325 B

Netflix                $6.7 B                        $ 0.12              $ 51B

Google/Alphabet $75B                          $18.5              $ 534

 

Total (fang)      $206 B                        $22.9 B          $1,215 B

 

Berkshire Hathaway $220 B                    $25 B            $325 B

 

An interesting extension of this analysis would be to add up the earnings & sales of these four companies for their entire duration of existence (1997?) and compare that with BRK for that same period. Of course, investment is all about the future. Who cares about the past, ha!

 

Posted

By shareholder equity in Q1:

 

BRK - 258.6 B

 

FANG:

AMZN - 14.75 B

GOOG - 120.33 B

FB - 47.5 B

NFLX - 2.3 B

 

Total: 184.88 B

 

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...