| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BRK.B | ×1 | LONG | HIGH | $469.32 | Fintech | Berkshire Hathaway is trading at a discount to intrinsic value (~$570 per B share, ~0.85x fair value) with intrinsic value growing ~9.3% annually, expected to compound at 10-12% per year from operating businesses and share repurchases. Greg Abel has initiated buybacks, signaling management's view of undervaluation. | Apr 25 | YOUTUBE |