BRK.B 属于卖出/回避标的，相对当前价格上行空间有限，尽管风险低，但仅略优于国债。
逐段跳播
接下来是 Berkshire。我们最喜欢的 Berkshire，市值大约 1 万亿。我因此受到了很多批评。在最近的一次分析中，我说：“与其他机会相比，Berkshire 现在是一个卖出选项。”
因为当你看到 450 亿的净利润、未来 6% 的预期增长，以及 17 的平均盈利比率时，他们将在 10 年后达到 800 亿 x 17，市值将达到 1.3 万亿，与当前状态相差不远。
因此，我说：“这是风险，不是买入。”不过，我们可以确定 Berkshire 会取得成果，也许多一点或少一点。假设它将以 6% 继续增长，风险低，资产负债表稳健。所以，它略好于国债，但相差不远。
无论如何，风险都非常低。改善 Berkshire Centre 就在这里。
Next is Berkshire. Our favorite, Berkshire, has a market capitalization of approximately 1 trillion. I received a lot of criticism because of this. In a recent analysis, I said: "When compared to other opportunities, Berkshire is now a sell option."
Because when you look at a net income of 45 billion, a projected growth of 6% in the future, and an average profitability ratio of 17, they will achieve 80 billion in 10 years x 17, and the market value will be 1.3 trillion, which is not far from its current state.
Therefore, I said, "It's a risk, not a purchase." However, we can be sure that Berkshire will achieve results, perhaps a little more or a little less. Let's assume it will continue to grow at 6% with low risk and a solid balance sheet.
So, it's slightly better than Treasury bonds, but not far off. The risks are very low in all cases. Improving Berkshire Centre is here.
这个频道对 $BRK.B 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 5 条判断，这里只列相邻的几条。