Skip to main content
This Board Has Moved

This board has been migrated to our new platform! Check out the new home page at discussion.fool.com or click below to go directly to the new Board on the new site.

Go to the New Site
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 12
So in broad terms you'd expect BRK to do a little better, perhaps 25% worse case, so that's a 230 per b floor 22/23. 230-250 would be a good entry point.

I don't really have any numerical idea of what Berkshire's price might do in a market drop, particularly since I don't know when or how lasting the next bear market will be.
Nor how deep, though those numbers above at least give a blurry image of what might be sensible to expect.
My gut feel is that Berkshire will drop with the market on any short term drop, but at some time during the fall it will mostly stabilize.
But that's just a general sense, not any kind of prediction.
The "drop right in line with the market" part seems very likely, for the first part of any drop.

The only firm expectations that I really bank on are pretty normal real value growth rates and pretty normal future valuation multiples for Berkshire shares.
And somewhat better performance over the next full cycle than the broad market.

I hope for a really low price bottom for BRK, as I always enjoy double-loading the truck at a great valuation level.
Sign me up for a boatload at peak-to-date book per share.

Jim
Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.