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Berkshire IV and growth prospects


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Starting the thread to discuss this. Sempur Augustus says 33B/year in earning power. With a market cap of 500B, the earning yield is 6.6% to begin with. Looks like this is the stock to own as interest rates are raised - the 110B cash will start earning something. If there is a market downturn, there is plenty of ammunition to buy on the cheap.

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I published a (probably overly simplistic for most on this board) blog post about the size of Berkshire's portfolio relative to the opportunity set.  Thirty-second summary: circa $300 billion in cash, equivs, and stocks doesn't seem so huge compared to $30 trillion in U.S. market cap and then you can also look at private companies and the rest of the world as his potential oyster.

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