2 Comments
Apr 11, 2022Liked by The Rational Walk

Starting valuation matters I guess, I looked backwards on the SPX, trailing 20 year annualized returns are 7.16%, Berkshire 10.6%

Expand full comment
Apr 11, 2022Liked by The Rational Walk

Semper Augustus = Always Revered/Majestic and Mr. Bloomstran will always be revered for his annual DEEP DIVE on Berkshire Hathaway. Very interesting information on many fronts in this podcast interview as I had not considered several points Chris brought up. RR traffic up for bid when the bidders don't own the track? WTH kind of executive order is that? Several points Chris brings up in there that I bucket under "unintended consequences" especially around green energy movement. Thanks for sending.

Expand full comment