比特傻
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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