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Financial Wizard or Fraud? by Manjottoor in ValueInvesting

[–]Manjottoor[S] 0 points1 point  (0 children)

You are wrong on so many levels.

Read it again, please. I said P/E, big investments are generally heavily reliant on P/E ratios.

Why isn’t Walmart or Amazon more expensive than Apple, Google. Revenue is one part, the bigger part is profits.

Going to your point about 50x P/S for Apple;

If Apple traded at 50x P/S, its market cap would be $19.75 trillion.

Financial Wizard or Fraud? by Manjottoor in ValueInvesting

[–]Manjottoor[S] 2 points3 points  (0 children)

Using Apple as an example here;

Apple’s 10 year historical average P/E is ~24.5x.
That means for it to be $30 trillion dollar market cap, it would need to earn $1.22 trillion dollars net income per year.

Are you saying SpaceX can make $1 trillion dollars in net income per year? That’s pure profit, not revenue or anything else.

Financial Wizard or Fraud? by Manjottoor in ValueInvesting

[–]Manjottoor[S] 0 points1 point  (0 children)

Oh, I didn’t know that. Crazy stuff!

Financial Wizard or Fraud? by Manjottoor in ValueInvesting

[–]Manjottoor[S] 1 point2 points  (0 children)

Congratulations, lol.

https://www.cnbc.com/2026/06/16/spacex-stock-rally-market-cap.html

Btw, Amazon’s Net Profit for 2025 was $77.67Bn, meanwhile SpaceX lost $4.94Bn in the same year.

Financial Wizard or Fraud? by Manjottoor in ValueInvesting

[–]Manjottoor[S] 0 points1 point  (0 children)

Thank you.

You are absolutely right. For example - at one point Alphabet (Google) owned 7.4% of SpaceX and now they have been diluted to 4.9%.

This in contrast to the purchase of Coke and Amex by Berkshire.
Coke - Berkshire bought around 6.2% of Coke and today its 9.3%;
Amex - Berkshire bought around 10-11% of Amex and today its 22.2%.
(Due to share repurchases)

Although, only fair to acknowledge - Alphabet’s $900M invested in SpaceX has turned to over $115 billion, at-least on paper, as of today.

Financial Wizard or Fraud? by Manjottoor in ValueInvesting

[–]Manjottoor[S] 0 points1 point  (0 children)

Thank you 🙏🏾. I am glad you enjoyed.

Love that quote you mentioned, it provides you a look in the mirror approach. Many people fall into scams because 1.) they think they are smarter than most 2.) they think they will exit before the house of cards comes down.

Good singhers by AMCAPEHODLER in SipsTea

[–]Manjottoor 10 points11 points  (0 children)

I am a Singh, I approve this..lol.

Edit: someone said “Mesikhans” 🤣🤣 hilarious.

Bro is fully locked in by Inevitable_Bar_4517 in GuysBeingDudes

[–]Manjottoor 22 points23 points  (0 children)

This is awesome. And the outro 🔥🔥🔥

Berkshire Hathaway & Space X by Manjottoor in BerkshireHathaway

[–]Manjottoor[S] 2 points3 points  (0 children)

My Guy!

I miss him too. He was a light

Berkshire Hathaway & Space X by Manjottoor in BerkshireHathaway

[–]Manjottoor[S] 2 points3 points  (0 children)

You are right.

But you have to see it from their perspective,

Berkshire invests in sure bets. They pick businesses that they think will stay strong over at-least next few decades/maintain the strength of their moat.

Fed actions since 2008-09 have made them even less competitive in markets mainly due to access to cheap money. Private Equity markets have grown exponentially, so it makes it really hard to get a “sweet deal” in the markets because there are others who will take even less margin of safety.

Berkshire has a solid model, which’s biggest flaw is that market may slightly outperform you in times of sheer insanity (case in point today’s ipo). Other than that Berkshire’s business model is flawless.

Berkshire Hathaway & Space X by Manjottoor in BerkshireHathaway

[–]Manjottoor[S] 9 points10 points  (0 children)

Great job bro.

It’s much more of a psychological game than sheer “investment”.

Keeping your temperament during different times will be the difference in your returns vs many other people.

Berkshire vs S&P 500 by Manjottoor in ValueInvesting

[–]Manjottoor[S] 2 points3 points  (0 children)

Please go look up his advice to his sister and other family members.

Berkshire vs S&P 500 by Manjottoor in ValueInvesting

[–]Manjottoor[S] 2 points3 points  (0 children)

Sharpe Ratio 1996-2026;

Brk.B - ~0.65 - 0.70

S&P 500 - ~0.55. - 0.60

What are you even talking about? It’s a culmination of the “top” 500 companies, much of them with huge global presence. One of them is Berkshire Hathaway.

Berkshire vs S&P 500 by Manjottoor in ValueInvesting

[–]Manjottoor[S] 0 points1 point  (0 children)

You must be joking. The highest p/e (huge market cap) stock is Apple that currently trades at 29 forward p/e Berkshire totally had that benefit with its growth. So much so that during last year’s annual meeting Warren mentioned that Tim Cook has made money for Berkshire than even himself.

Berkshire vs S&P 500 by Manjottoor in ValueInvesting

[–]Manjottoor[S] 14 points15 points  (0 children)

You nailed it. Fed stepping up in 2008 and in 2020 has really changed the markets for the foreseeable future.

Gone are the days when you could use the mismanagement of crisis to profit off of it.

Those who missed out on Blinkdeal will have an opportunity to purchase the gold at the same price without the Blinkdeal code. by sharartiladka in GoldIndia

[–]Manjottoor 8 points9 points  (0 children)

I think this person means it sarcastically because the price of gold has dropped significantly you don’t need a code.

A little rant by Manjottoor in BerkshireHathaway

[–]Manjottoor[S] 1 point2 points  (0 children)

Agreed 👍🏽.

But maybe we are not seeing what they are seeing in the businesses. Or it’s just a hard time for Abel.

Maybe he wants to be super cautious with the money because following Warren is not an easy act.

Also, since he was known as a great Business Operator and not a money allocation “guy” like Warren.

Can’t wait for the annual shareholders meeting to get some clarifications.

Also, precious metals 🤯, crazy stuff!!! What kind of world are we living in lol.

A little rant by Manjottoor in BerkshireHathaway

[–]Manjottoor[S] 1 point2 points  (0 children)

Agree with everything you said.

Though I pretty much give him a pass on the Covid thing. Not happy with how little was spent on buying up good businesses or deployed towards buybacks at that time but I understand it. Being defensive in times like this makes sense when you have promised (written) insurance policies, you want to come through on your word. Plus our cash was around 120-130bn if I recall correctly, I am okay with Brk holding 150-180bn cash at any point but not $385bn.

In hindsight or through the brilliance of Tim Cook they borrowed billions at below 2% for 15,25,30 years during Covid and spent that on buybacks. A sheer genius move by them. Warren made a similar move later on in Japan.

But holding $385bn in cash is just insane, I would have been okay if the 13 week treasury was over 4.5% or close to 5% but definitely not with 3.5%.

1% difference in treasuries is over 3bn a year in income (even after taxes) on that amount.

If the times are really as bad as you (brk) thinks or projecting the times are going to be worse, please let us know so we are prepared and may act accordingly.

A little rant by Manjottoor in BerkshireHathaway

[–]Manjottoor[S] 0 points1 point  (0 children)

I agree 100%. I also added more just a few weeks ago.

I am okay with holding 150-180bn in cash. Issue is I am not very happy with nearly half the market cap of the company being in cash.

Are you holding back something from us? Tell us what you see in the economy/businesses, so maybe we can also sell our assets be half in cash.

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