Caleb | Investor | Social Arbitrage Trader
610 posts

Caleb | Investor | Social Arbitrage Trader
@CalebInvests_
18 | Long Term Value Investor 📈 | Social Arbitrage Trader 💰 | Building early Documenting My Journey To $100k 💯

Berkshire Hathaway is a $1,000 stock that’s selling for only $475/share. Buy the discount while you can $BRK.B


Berkshire Hathaway is a $1,000 stock that’s selling for only $475/share. Buy the discount while you can $BRK.B


It seems like the best investing strategy today is to just buy whatever went up the most yesterday.



ServiceNow now trades at a historic discount. - PEG Ratio: 0.83x - 5Y Avg PEG Ratio: ~3.00x - Forward FCF Multiple: 13.5x - 10Y Avg FWD FCF Multiple: ~55x That's a 75% multiple compression. Keep in mind, management said they will "double revenues" by 2030. $NOW













Chris Hohn’s TCI Fund Management, which has held $MSFT for the last decade, dumped almost all of their $8B stake in Microsoft based on AI concerns. “We reduced out investment in Microsoft because the rapid progress in AI introduces uncertainty over Microsoft’s competitive position in the future. We are primarily concerned about Microsoft’s Office productivity software franchise, where AI could change established workflows and lead to the emergence of new productivity platforms, but we also see some risks in Azure. TCI took the stake from 10% of their portfolio down to just 1% ft.com/content/ac5d90…











