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BRK targeting which companies at what price?


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Posted (edited)
4 hours ago, james22 said:

Your guess?

 

AAPL @ $135?

AMZN @ $2,000?

GOOG @ $2,000?

 

 

In what year do we think each of the following will happen?

(1) AAPL generates $13.5 FCF per share annually

(2) AMZN generates $200 FCF per share annually

(3) GOOG generates $200 FCF per share annually

 

Seems like it will be many years from now, no?

 

Edited by LearningMachine
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Posted (edited)

if aapl is his tech proxy he won't buy the others unless he switches out wholesale probably...

brk seems to be a conglomerate of efficiency in various categories. i've seldom seen him double up except when taking a starter position in some industry of 2-4 names and then either consolidate into 1 or dump them all if his thesis changes.

Edited by scorpioncapital
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