by Invertir desde Cero | 11/05/2025 09:00 AM | BRK.B
📉 Warren Buffett's announced departure and concerns over future growth potential have led to a cautious outlook on Berkshire Hathaway, despite its solid foundation.
📊 Valuation metrics, such as trading above 1.69x book value and a Price-to-Earnings ratio of 24x, suggest the stock is currently overvalued compared to historical levels and Buffett's own buyback thresholds.
💡 The video creator suggests that while Berkshire is a low-risk company, better investment opportunities with higher expected returns currently exist in other companies like Meta, Alphabet, or Microsoft.
Read more!
by Invertir desde Cero | 11/05/2025 09:00 AM | META
💨 Meta is highlighted as a company with significantly more 'tailwind' or growth momentum compared to Berkshire Hathaway.
🏆 The company is suggested to possess 'better or equal competitive advantages' and 'good fundamentals,' making it a strong contender for investment.
📈 Investing in Meta, if acquired at an appropriate price, is presented as offering 'better expected returns' than Berkshire Hathaway currently does.
Read more!
by Invertir desde Cero | 11/05/2025 09:00 AM | GOOGL
🚀 Alphabet is identified as a company with superior 'tailwind,' indicating stronger growth potential than Berkshire Hathaway at present.
🛡️ The analysis suggests Alphabet has 'better or equal competitive advantages' and robust 'good fundamentals,' positioning it favorably against Berkshire.
💰 Purchasing Alphabet shares at the right valuation is proposed to yield 'better expected returns' compared to an investment in Berkshire Hathaway.
Read more!
by Invertir desde Cero | 11/05/2025 09:00 AM | MSFT
📈 Microsoft is presented as having significantly more 'tailwind,' suggesting greater growth momentum compared to Berkshire Hathaway.
🌟 The company is noted for its 'better or equal competitive advantages' and 'good fundamentals,' making it an attractive investment option.
💸 Investing in Microsoft at an appropriate price point is expected to deliver 'better expected returns' than what Berkshire Hathaway currently offers.
Read more!
by Invertir desde Cero | 06/04/2025 09:00 AM | GOOGL
💡 Alphabet made its largest acquisition ever, buying cybersecurity firm WiT for $32 billion, signaling a major push into cloud security.
☁️ WiT specializes in cloud security, serving competitors like AWS, Azure, and Oracle Cloud, which enhances Google Cloud's competitive position.
📈 Despite a potentially high multiple paid, WiT's rapid 100% sales growth suggests significant future value creation for Google, reminiscent of the YouTube acquisition.
Read more!