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Berkshire Hathaway
15-07-2018, 03:25 PM.
Post: #101
RE: Berkshire Hathaway
(15-07-2018, 04:01 AM)Terry Wrote: thanks!

btw how do you guys see if a berkshire doing share buyback?

i tried to source for 2009 and 2000 share buy back in www.sec.gov also can't find.

Don't bother with this stock. It will be hard for it to outperform the market in the future. 

Well at least until they start paying out dividends like a holding company / trust should, but that will probably when Warren is no longer around...
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com

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15-07-2018, 03:36 PM.
Post: #102
RE: Berkshire Hathaway
the thing i like about berkshire is because of no dividend .
we dont have capital tax, while we do get dividend taxed. i think it's a huge advantage for foreigner to buy berkshire compared to US citizens.


SPY got dividend.

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15-07-2018, 03:58 PM. (This post was last modified: 15-07-2018, 04:00 PM by BlueKelah.)
Post: #103
RE: Berkshire Hathaway
(15-07-2018, 03:36 PM)Terry Wrote: the thing i like about berkshire is because of no dividend .
we dont have capital tax, while we do get dividend taxed. i think it's a huge advantage for foreigner to buy berkshire compared to US citizens.


SPY got dividend.


At least u get some regular cashflow with spy.

And spy has exposure to Berkshire anyways. 

And due to Berkshire size their growth is now pretty limited 

This is a good read on future prospects of Berkshire. Even Warren has mentioned about this before.. 
https://www.fool.com/investing/2017/07/2...haway.aspx
[Also working against Berkshire is its growing size, a point Buffett has pointed out in the past. It has the fifth largest market capitalization on the S&P 500, behind only Apple, Alphabet, Microsoft, and Facebook. It also owns a vast assortment of subsidiaries, from home builders to car insurers to restaurants.

The net result is that Berkshire's annual returns theoretically should, and increasingly are, mirroring that of the economy and thus the broader market. Buffett has said this would happen. He's obviously right.]

So u are definitely not going to get a annual growth of 20% anymore but rather whatever the American economy grows by.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com

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16-07-2018, 04:02 AM.
Post: #104
RE: Berkshire Hathaway
Okay..
There's like a lot s&p 500 index fund. Like SPY IS one of them , like what's the differences compare to other s&p 500 index fund?
U have any recommendation? Smile

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16-07-2018, 09:19 AM. (This post was last modified: 16-07-2018, 09:30 AM by Wildreamz.)
Post: #105
RE: Berkshire Hathaway
Hi Terry, you are not wrong; if all you want is to track US broader market performance, save on dividend Tax and maybe a chance at slight long term outperformance, Berkshire is not a bad bet. 

Although Berkshire's alpha has been steadily narrowing, that's if you calculate S&P500 returns including dividends reinvested at 0 tax. Naturally, as Singaporeans, we would do far better with Berkshire shares than S&P500 if we are holding for the long term.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger

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16-07-2018, 10:08 PM.
Post: #106
RE: Berkshire Hathaway
(15-07-2018, 04:01 AM)Terry Wrote: thanks!

btw how do you guys see if a berkshire doing share buyback?

i tried to source for 2009 and 2000 share buy back in www.sec.gov also can't find.

Berkshire has not been buying back shares for a long time because whenever it announces that it wants to buyback, it share price will go up because people fighting to buy also. Its most recent buyback was a few years ago when Buffett says it will actively buyback if the stock is priced at 110% of NAV.

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