Berkshire Hathaway (BRK.A) Stock Analysis and Valuation | Estimated Investment Return

[@satriadigjapratama1155]

buying Berkshire is like buying an ETF with so many private companies with have very strong business advantages.

[@fragdane]

The only serious investment channel I've found on youtube.

[@JohnnyWalkerYT]

Everything money is another great channel

[@crepituss9381]

I found this channel yesterday and it's great. I also recommend Dr. Sven Carlin and Patrick Boyle.

[@moosehead1439]

Agreed with the other commenters, Everything Money and Sven Carlin are the other two great channels. Everything Money can be super 500ft view on most stuff but it's great to get ideas and internalize not chasing the hype.

[@gman7907]

THIS THE MOST IMPORTANT CHANNEL ON KZbin.

[@aryajourabi7612]

I am a value investor I start investing in berkshure hathway when I was 14 and 25 % of my stock portfolio is in berkshire hathway it is a great company it always give me better returnt than expected

[@MrFunktastical]

Thanks for this video. It helped me allocate $80k in my long term holding account that I wasn’t sure where to put it. I didn’t want to put it into spy and already have a large portion in QQQ. Thanks

[@Jerome-ck7is]

Another great video, Cameron! Really excited to see this channel continue to grow. Appreciate the explanations throughout the video. Very refreshing to see someone on KZbin with such a deep knowledge of finance.

[@mikestanmore2614]

Berkshire *A* Cameron? ;-) I've held Brk.B for awhile (and I realise they're just 1/1,500th of an 'A'), but how many of us has multiples of $250k lying around? Great video, by the way.

[@Duke_of_Prunes]

Since Berkshire doesn't pay dividends and never splits, my guess is that people with 9 to 5 jobs rarely buy it (A shares closed Friday at around $420K). It's the sort of an investment that might interest an endowment trust at schools like Harvard. You would have to break a single share into 28 bits before you did not trigger the IRS gift tax -- not practical for me at all.

[@SergiMedina]

It's an amazing company, especially well run. The bad part is I don't have 400,000 to buy a single share! :D Fortunately for us we have BRK.B, which I own some of. Keep up the good work!

[@rff6]

Maybe the strongest IRR since Magna (which has almost doubled in value since you recommended it 6 months ago.) Thank you for the top content again! On a selfish level I would love to see another UK stock like your Fevertree review just so I don’t keep getting hammered by the USD/GBP exchange rate on all of your great finds.

[@shifelix4345]

Same here, would be great to have some UK companies

[@darkangel8989]

Please do a video where you teach us every aspect of how you are evaluating a company. It would really help to understand what everything means and how it connects.

[@goldiepolimac7319]

Just wanted to let you know we watch Wednesdays and put Cameron's picks in our Roth IRA. Not a single regret!

[@felixfoucher-paquin3171]

Started to buy at the current 280-290$ range, lookiiiiiinngggg good! Such a fun company to learn on.

[@METALADIX]

This channel is too good, thank you! Appreciate your work and presentations!

[@MaxMaher]

Great breakdown! Looks like I'm going to add to my position

[@thomasmadden1011]

Is in casino's

[@ionutpotolea]

Great work! I would love to see MU, CAT and maybe O (Realty Income).

[@guvya]

Much appreciation and thanks for the great video. Buffett has more in cash than in stocks, if stock is considered to be at cost. With the knowledge that Mr Buffett is a religious against holding too much cash, this speaks volumes of his opinion on the markets.

[@sherry4506]

Cameron, Many thanks for this in-depth analyses. You provide invaluable service by identifying and analyzing strong businesses. I will much appreciate your take and possible analysis on BAM, LOWES, DPZ and possibly QSR.

[@bensherber8787]

I agree, would love to hear him review LOW and BAM.

[@jazionng]

Great Video. Can do an analysis for TSMC ?

[@sdsrsh]

You are awesome. I appreciate you putting a lot of effort into each video to help others learn. Thanks 🙏

[@hdood]

Hey, I would love to get your take on BAM. I think they are the kind of value play that you seem to like. Thanks for all of the great information!

[@Vishal-ih3tc]

Yes, BAM and MKL as well.

[@dividend_investing]

Great video Cameron, I’d like to see Broadcom (AVGO) next!

[@espositojp]

Absolutely great video on BRK, a really complex company to value. Love the channel! Here's a suggestion for a future holding company that I've found difficult to place a value on. Tom Gayner's Markel Corp (MKL). Some people have referred to it as a "baby Berkshire". This company has a much smaller market cap than Berkshire and so perhaps at the right price it could be a better compounder. Thanks for everything you do Cameron!

[@gustavol_]

Yes, I agree super investment channel. Real data analyzed. I hope to see more stocks Cameron. You really help us.

[@harshalshah7558]

Thank you for all your videos Cameron .. big fan of your content and always learning something new in every video. You are an inspiration fory. Value investing journey.

[@sungmin556]

Hello, Thank you for your analysis. I really like your channel. One of the best investment channel. Really thank you for that.

[@trainaryanstyngergmailcom1412]

Great content I met mr Fred in a seminar where he teaches people how to trade which he guided me with a super and amazing strategy and I am able to make $84k profit in just 2 weeks and that was amazing for every trader he is on (tele(gram) he can be reached (via) professortraders

[@jsauerfinancial8257]

Great channel 👍 Thanks, was requesting BRK a couple months ago. All in BRK.B - easiest and safest way to beat the S&P 500 over 10 years

[@montecarlo9560]

Instantly liked the video before watching it! Let's save time! :)

[@NathanielSkinnerMusic]

Thorough break-down, though I wonder what a sensitivity analysis around some of the key assumptions would do to the final values...

[@benjaminruddick7756]

Awesome content, Mr. Stewart! Might also consider adding to my position after doing my own research! A stock I've been buying recently too is Tattooed Chef (ticker, TTCF). Maybe you could consider making a video about that stock too? Regardless, thank you so much again and have a good one!

[@jaysonbrowder5639]

Another great analysis and video @Cameron!

[@AngelGarcia-ih2km]

Thanks a lot. Incredible stock. I own some but will definitely increase over time

[@florentlabeille694]

AWESOME VIDEO. Thanks for content. Lot of work here. Very very appreciate.

[@trainaryanstyngergmailcom1412]

Great content I met mr Fred in a seminar where he teaches people how to trade which he guided me with a super and amazing strategy and I am able to make $84k profit in just 2 weeks and that was amazing for every trader he is on (tele(gram) he can be reached (via) professortraders

[@meydsonhb]

I just think the most optimistic thing you said is when you say "All this money in Mr. Buffet hand from today until 2030". Well, he is going to be 100 years old in 2030. I realy expect Berkshire to continue with the same strategy after Warren Buffet dead, but is dificult to say that. Regards from Brazil, mate! Excelent video!

[@CstewartCFA]

True.

[@joegomez5807]

Nice video. Good summation of the parts. Only a double and a half to go. Maybe BRKA $600K by 2023?!?! 1,200K by 2028?

[@trainaryanstyngergmailcom1412]

Great content I met mr Fred in a seminar where he teaches people how to trade which he guided me with a super and amazing strategy and I am able to make $84k profit in just 2 weeks and that was amazing for every trader he is on (tele(gram) he can be reached (via) professortraders

[@philipdoc77]

These videos are fantastic! Could you please do one just on your spreadsheets. How to build and definitions of each section. Thank you.

[@mcsport8652]

Is there a walkthrough of setting up the spreadsheets or a pdf copy available?

[@tiohuli]

Great content my friend. Do you cover brazilian equities?

[@heitorlima1968]

É só o começo

[@Masterhbbh]

Brazil é nós

[@edwardhicks630]

Great video Cam, cheers!

[@veritasimmigration]

Awesome video, thanks! One question: at 14:53 isn't the same trick being counted twice? I ask it because you're doing the IRR with cash flow numbers that are already included into the estimated Future Value of the A share.

[@kunalseth6437]

Love the videos, some requested videos: SU, ENB, MET. Thanks

[@rexwallentan9086]

Thank god for your channel!!!! Now I can explain to my cousins and friends how to stop speculating!!

[@mrsingh47813]

Been waiting for this, thanks mate

[@weirdvegandad1313]

Could you post an IRR Distribution/Stock price for the BRK.B shares? Just so it's more affordable for the average investor. Thanks! Watched and liked all your videos so far.

[@TundraXD]

Just divide it by 1500 :)

[@konstantinosmagoulas7950]

Very nice piece of work as always!

[@suddieparry3940]

Thanks for clearing up the accounting rule which makes the earning look lower than they are. Is this a good thing for investors because the company always appears undervalued when the equities are down in a year?

[@lordlydie]

Excellent content, as usual! Thank you! I suggest Merck for a next video 😊

[@MrMegelo]

Love this. Subscribed!

[@janlukaseyer2477]

Great video as always, keep up the amazing work man! Would you take into consideration making an analysis on NIKE?

[@hsrathore4u]

Hi Cameron, thanks for doing the Berkshire Hathway, Can you please do Merck Pharma?

[@domg2624]

Strongest t-shirt game on KZbin 🔥 Would love to see AVGO

[@Saxafruge]

Message is good, shirt is generic

[@ecineko1]

joined the channel yesterday and love it. Thanks for putting this content. suggestion: it would greatly benefit if you can also factor in the macro environment or talk about it to provide some insights during valuation

[@JudoHighlights2015]

Would love to see you analysis on one of the best performing stocks this year, DISCA.

[@eagpapa]

Cameron. You should make a video on Daily Journal Corp. It would be very interesting to get your view of its two primary business and its stock holdings. Could potentially be a hidden gem.

[@British_loyalist]

Finding this channel is like findig gold.

[@sloppyjoehillups]

This video is still useful! But would you be willing to do a quick update for 2022?

[@CstewartCFA]

might be time. thanks.

[@AleksejsCankovs]

Thank you for your analysis! Maybe you could take a look on Lennar (LENb) and/or Koninklijke Ahold Delhaize (AD Amsterdam)

[@ravinarayan5273]

Thanks for the great video. Berkshire has so many business that are not listed. How do we get a valuation on these business which are privately owned

[@gordongordon98]

It would be very interesting if you could dig into these 3 stocks, and show people how to avoid the pitfalls of investing like this... 1. outlook therapeutics - biotech therapeutic trials; hype - share dilute - and repeat with next therapeutic - trials.. 2. Nextech AR - “Augmented Reality” pump and dump 3. Greenspace Brands - chronic losses while they buy new good companies that are soon driven into the ground with debt and poor management

[@teddyhsiung]

Hi I'm also doing some research on BRK and find this video useful. And I got one question for the calculation of Debt(ST+LT) at 9:25 . I realized that you take only Notes Payable(Long Term) on Balance Sheet for that column, but by definition doesn't it count both short term and long term liabilities? Thanks.

[@CstewartCFA]

It’s only the current portion of long term debt in the current liabilities section.

[@chanmathy]

This is a great analysis. Appreciate your work!! Please analyze Health care companies which seem to be on value side - PFE, MRK, BIIB & Roche.

[@sequenced]

Berkshire Hathaway is a great place to be for the long term.

[@innerscorecard9433]

Great Job, Cameron. Why not just do a FCF multiple and add the stock port/share today and compare with today's prices? Assuming how the stock portfolio will grow is fraught with assumptions, IMO. Other option would be to do look thru OI income of the investees and a multiple of OI of the subs and compare with current price today. Your thoughts?

[@iancoolidge]

Cameron can you do analysis on enphase? (Enph)

[@stevenkurt32gmailcom90]

Greetings mate, this is Very Insightful content However personally I feel, those who would allow the market dynamism determine when to trade or not are either new in stocks / crypto currency world in general or probably just naive, stocks and crypto currencies have seen far worse times than this , Enlightened traders continue to make good use of the dip and pump even acquiring more equities towards trading sessions. I know doing Technical Analysis can be quite difficult which is why most newbies / traders neglect day trading their coins and stick to Hodling which is very dangerous as when the market goes bearish, they loose their investment. 'The strongly advise any newbie / traders to buy the dip and seek help from not just any trader but an established trading expert with at least 89% trade accuracy. I underwent series of trading loses'd best not talk about before l was introduced to trading analyst Mr.Elvis Hercules My contact with him has been the Hallmark of this year for me, under his careful guide and his signal service I've been able to recover my losses and even grow my trading portfolio massively from 13k to 50k in just 5 weeks. I wil | advice traders esp newbies to have orientation of trading before they involve in it. Mr. Elvis makes you learn daily while you make profit with his signals. He can be contacted, at 📧 ([e-mail]

[@stephenhawf4155]

Cameron ...great content and follow your channel religiously. Found Magna International because of you. Didnt know how to email the channel but wanted mention Qurate Retail (QRTEA) ...This is one i was coming up with +20 IRR. trades in single digits to free cash flow. thought it was one worth looking at

[@Marco66133]

Hi Cameron, thank you for the analysis. It was most useful the framework and the time you have taken to share this. I got one question, shouldn’t the class A share price column be actually the market cap since you are comparing it to the total free cash flow to equity, not the free cash flow to equity per share? Thank you!

[@maikonronsaniborges]

Hi Cameron! Great job! Could you evaluate also the company Novo Nordisk (NVO)? Thanks.

[@benjaminmathai5150]

Hi Cameron. I am a new investor and am learning a lot from your channel -- thank you Are you willing to share your tables? I would like to understand them more completely so I can keep up with future videos. Again great work

[@noncasualgames7263]

Hi Cameron thanks for the content it is definetly great. Can i ask you to valuate some emerging markets stocks? Thanks again

[@stevenkurt32gmailcom90]

Greetings mate, this is Very Insightful content However personally I feel, those who would allow the market dynamism determine when to trade or not are either new in stocks / crypto currency world in general or probably just naive, stocks and crypto currencies have seen far worse times than this , Enlightened traders continue to make good use of the dip and pump even acquiring more equities towards trading sessions. I know doing Technical Analysis can be quite difficult which is why most newbies / traders neglect day trading their coins and stick to Hodling which is very dangerous as when the market goes bearish, they loose their investment. 'The strongly advise any newbie / traders to buy the dip and seek help from not just any trader but an established trading expert with at least 89% trade accuracy. I underwent series of trading loses'd best not talk about before l was introduced to trading analyst Mr.Elvis Hercules My contact with him has been the Hallmark of this year for me, under his careful guide and his signal service I've been able to recover my losses and even grow my trading portfolio massively from 13k to 50k in just 5 weeks. I wil | advice traders esp newbies to have orientation of trading before they involve in it. Mr. Elvis makes you learn daily while you make profit with his signals. He can be contacted, at 📧 ([e-mail]

[@andrewdoumith]

Can you highly consider doing Qualcomm? I think it is approaching a strong buy price. My personal buy Targets are 125 and $100. I’ll love to see an in depth financial analysis of this free cash flow positive tech leader.

[@ThePspGeneration]

Refreshing content! I challenge you to apply the same to a trending stock, such as Nio! Keep it up 👊🏼

[@AllBall31]

If you had invested $100 into Berkshire Hathaway Class A stock in 1965 and reinvested the dividends, you would have $28M dollars today. Buffet is a wizard!

[@indukuri123]

BRK doesn't pay any dividends so no trouble on that front.

[@acampbell2178]

And if you started early (say 25yrs old), you'd be 81 now.

[@willthach3]

Loved this video. Have you had a chance to check out Bayer? I think it could be a great turnaround story.

[@leeiloilocity9705]

thank you for taking your time doing this vedio.

[@ktaylor6490]

Brk.b worth $700 a share Rt now, but buffet doesn't want tha,t he is buying back billions in his own shares at a huge discount.

[@bf7840]

Please consider a video on AMC Holdings. Hard to see how they are going to survive even if they get back to turning out free cash flow, 11 Billion in debt seems pretty hard to get around with a industry in decline....

[@buhabuh]

recently discovered your channel, and thanks for all the time and videos. Do you plan to make new analysis for amazon and google including their q4 results?

[@antonio-vincenzospiezia6026]

Hey Cameron, I love your channel and your explanations are soo precise and detailed! Also, Can you do an analysis on Fiserv (FISV).

[@saiboddupalli]

Can we see a BRK.B? Would be interesting to see what the difference would be in expected returns!

[@CstewartCFA]

Returns are the same. B is 1/1500 of A. The cash flow the share price is proportional

[@isayakung4824]

Can you do Xpev or nio? Thanks.

[@jigarsaraiya1428]

Great video .would like to see analysis of ITIC ,WTM ,ATRION ..if possible

[@lijingwgp]

Wow, great content! 👍

[@Danny-sv1xe]

Thanks Cameron, do you mind doing an analysis of Pershing Holdings PSHZF it's selling below NAV

[@addiosnia]

Love the analysis! I've been waiting a while for this video. You are my number one channel to go to for stock analysis. Keep doing what you are doing, your channel is going places! Btw, can you do an analysis on either LOGI or CRSR?

[@DavidDewii]

Congrats for your videos! Can you do the analysis of AMGN or TXN? Regards from Spain!

[@xaviervallhonrat530]

Great video once again

[@suzukivitara3474]

Hi Cameron, would you review AXP? Warren Buffett owns +18% of it and wonder if it’s still a good stock. Thank you!

[@frankdavidson644]

I like your work, great information 👍

[@ashish1104]

Great analysis, I'd like to see Old republic international [ORI] next.

[@jungmihnkwon1013]

I would like to see AMGN, MRK, DOW, O, SPY...!! Thank you, I am a fan of your youtube channel. : )

[@CstewartCFA]

ya, those are good stocks to review. DOW is new post spin off and doesn't have much history but I like the company. Haven't had a chance to present it. Cheers!

[@ahmedalsayed2403]

Very informative. Could you do Quest Diagnostic?

[@vickchan6547]

I might have missed it but what is the fair value of class B shares? Around $800?

[@fedcoin1602]

One A share is worth 1500 B shares and you can turn in an A share whenever you want and will receive 1500 of the B shares

[@BeSwish]

Again another great video. Can you please review TSM ? Thanks.

[@igorvalle6050]

Thanks for the video, much interesting. Apologies for the ignorance. What is the difference between BRK.A and BRK^B ? In terms of return they are equivalent ?

[@felixfoucher-paquin3171]

They are the same thing. They are the same thing economically.

[@jamestao539]

This channel if one of the BEST stock analysis among the KZbinrs, great stuff! I have learned a lot from your programs, thank you! Just wondering if you would share the platform you use to analyze the stocks? I would be willing to pay if you'd like to share.

[@CstewartCFA]

Platforms like yahoo finance, macro trends, guru focus all work. I would combine that with a quick review of the 10k at the sec website as all these companies use data linking and some times it’s not right. I’ve seen yahoo finance miss label items in the past.

[@jamestao539]

@@CstewartCFA Sorry, what I meat by "platform" is the Excel file(s) that you use to do the analysis :)

[@JP1234815]

Going to ask the obvious question: Would a change in management make a huge difference to these projections? Warren has stated that he won't sell any shares in Coca Cola during his lifetime and I've even heard he will lay out instructions on what stocks to retain and which are 'off limits' to buy for his successor (ie Microsoft).

[@arh824]

Can you do Cardinal Health(CAH)?

[@MJ-fy9em]

Glad you gave us BRK.A! Would these returns be expected for BRK.B as well?

[@user-rh6ji1ot8q]

Can you do a video on Toyota (TM)?

[@DMac-tn8ho]

Cameron, is there a way to purchase $ some consulting time from you to discuss one of your videos??

[@CstewartCFA]

Email me at [e-mail]

[@abhishekcastelino]

Can you do a Salesforce update? Thanks!

[@MJ-fy9em]

Cintas (CTAS) may be a good one to look into 👍