比特傻|Apr 01, 2026 03:13
Yesterday, Bro Fool read research reports on over 10 stocks.
Out of curiosity, he took a look at Buffett's Berkshire.
Berkshire, what a boring company, ugh.
What does it hold?
Energy, insurance, railroads, manufacturing, retail...
Coca-Cola.
All steady and stable stuff.
Looked high and low, couldn’t find any super cool businesses.
Their approach is conservative.
When the market isn’t doing great, they just hoard a ton of cash.
Sit on the cash and wait for a crash.
Then, when interest rates go up, they use the float to earn interest.
Even with the float, their debt ratio is just a little over 25%.
Way lower than mainstream tech companies.
Super healthy.
A fortress, playing defense, absolutely no mistakes allowed.
PB 1.43, lol.
Almost no premium.
This is a company that squeezes the surplus of time.
Its moat is the combination of "insurance float + capital allocation."
This kind of financial engineering is one of a kind in the industry, practically monopolistic.
Impossible to replicate.
This is a company that’s stripped of all flashiness, solid and profound, a textbook example of the art of investing.
Bro Fool takes off his hat, stands in awe.
Bows deeply, lowers his head, and reflects once more.
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