CS

Apasionado del fútbol y los mercados financieros. Long term mindset. EFA.

[CS @csred18]

@GaliciaInvestor Te han dado por todos los lados por compartir un artículo jajaja como está el panorama

[CS @csred18]

Brutal reflexiones de $BRK

[Rose Celine Investments 🌹 @realroseceline]

My thoughts on $BRK

People overcomplicate $BRK because they try to value every piece perfectly down to the decimal. They debate price to book, intrinsic value formulas, and build giant spreadsheets modeling every subsidiary. Meanwhile I look at it much more simply. $BRK has roughly $400b in cash and around $300b in stocks.

That’s about $700b right there between cash and equities alone. So when the company is worth around $1t, you’re basically paying roughly $300b for everything else. That includes the railroad, the energy business, insurance operations, manufacturing, distribution, service businesses, and one of the greatest collections of operating assets ever assembled.

And honestly I think people massively underestimate the value of the insurance float. The float is one of the greatest financial assets ever created because $BRK gets access to enormous amounts of capital at extremely attractive economics. Most people do not fully understand how powerful that becomes over decades. That float has quietly fueled one of the greatest compounding machines in financial history.

But the part that fascinates me most is the discipline. Almost every CEO on earth would have cracked by now sitting on $400b of cash. Most management teams would feel pressure to force acquisitions just to appear active. $BRK has basically said if we cannot find something intelligent to buy at scale, we are willing to wait.

People look at the cash and think it’s dead money, but optionality matters. $BRK effectively owns a giant call option on future chaos. When markets panic and liquidity disappears, $BRK becomes one of the only entities on earth capable of writing enormous checks instantly without relying on financing markets. That is a huge strategic advantage.

The other thing people miss is how rare true permanence is in capitalism. Most corporations optimize for optics. CEOs rotate, incentives change, cultures decay, and strategies constantly shift depending on sentiment. $BRK was built differently.

It was designed almost like an anti Wall Street structure where long term thinking itself became the competitive advantage. In many ways that culture may end up being Buffett’s greatest creation, even bigger than the stock portfolio itself. A lot of companies talk about long term thinking. $BRK actually structured the organization around it.

I also think people misunderstand what $BRK really is. They think it’s just “an insurance company that owns stocks.” But $BRK is basically a giant ecosystem of real world economic activity. Railroads, energy infrastructure, manufacturing, freight movement, insurance, distribution, consumer spending, and financial assets all under one umbrella.

In many ways it’s almost like owning a miniature version of the American economy. But unlike an index fund, the capital allocation is centralized under highly disciplined operators. You get diversification without complete chaos along with durability, liquidity, tax efficiency, reinvestment flexibility, and world class balance sheet.

And honestly the most underrated asset may simply be trust. If $BRK calls during a crisis, people pick up the phone. If $BRK wants to buy a family owned business, sellers trust the company will preserve the culture and operate responsibly.

I also think people are underestimating Greg Abel. Nobody is Warren Buffett and nobody ever will be, but that doesn’t mean $BRK suddenly stops being $BRK. Greg already understands the culture, operational discipline, and capital allocation philosophy better than almost anyone alive.

That’s why $BRK almost a forever asset or a savings account on steroids. No, it’s not going to triple overnight and no, it’s not some hyper growth AI stock. But when I look at over $700b between cash and equities, elite operating businesses, insurance float, fortress balance sheet strength, world class reputation, and disciplined reinvestment talent, I have a hard time viewing it as expensive.

🌹

[Onda Cero @OndaCero_es]

👦🏻 🦋 La historia de Leo, niño con la enfermedad de 'piel de mariposa': "Tengo un dolor que nunca se va"

💊 💉 Los más de 300 pacientes afectados por la Epidermólisis Bullosa en España reclaman urgentemente la llegada del medicamento Vyjuvek, aprobado por la Unión Europea pero en parada burocrática.

📲 Lee aquí la noticia completa: https://t.co/z5UDYuYwMe

[Miquel Giménez @MiquelGimenezG1]

Hagan RT, por favor, hasta que les salga por las orejas.

[Jordi Sabaté Pons @pons_sabate]

1- La #LeyELA se aprobó en octubre de 2024, NO en octubre de 2025.

2- Hoy 31 de diciembre de 2025 seguimos sin absolutamente ninguna ayuda para vivir (los 500M de euros no los hemos ni olido).

3- Desde que se aprobó la Ley ELA han muerto casi 1500 mujeres y hombres, sin la posibilidad de elegir libremente vivir, sin que esa decisión se vea condicionada por una cuestión económica.

4- Estoy hasta las narices que nos sigáis maltratando hasta matarnos y, encima os pongáis medallas con mentiras cínicas.

[CS @csred18]

@Sr_Fonseca Léete la biografía antes de insultar

[CS @csred18]

@Mariellangsaez @edu_trades @Kinfo Entonces, este hombre también está entre los mejores inversores de la historia no? Por rentabilidad digo

[CS @csred18]

@c1b3rn30s Gestor de constraseñas - Proton pass es ok???

[CS @csred18]

@Davideldezgz @YuGiOhCardEU Gracias tío, ha sido un palo para todos

[CS @csred18]

@mivasan1 @Davideldezgz Gracias! Ya me lo habían pasado, estaremos allí. Muchas gracias por el aviso.

[CS @csred18]

@NuriaMontes dimite ya desgraciada

[CS @csred18]

@elxokas Enorme

[CS @csred18]

@CityFirmVcf +1 por aquí!

[CS @csred18]

@luiiss_22 @illokevon y a mi!

[Pere Valenciano @Perevalenciano]

POR FAVOR TRES PERSONAS ATRAPADAS EN UN CAMIÓN EN CAMÍ DE LA TRAVIESA DE LA PISTA DE SILLA @GVA112 @apunt_media @BombersValencia @UMEgob @elperiodicoaqui @Aquilhortasud

[CS @csred18]

@danimiluu @GVA112 Acaba de ponerse en contacto con su novia. Está bien! Mil Gracias a todos por compartir

[CS @csred18]

@danimiluu @GVA112 El novio de una amiga de mi novia le ha llamado que se estaba ahogando en la zona del tanatorio en la pista de silla AYUDA @GVA112

[CS @csred18]

@GVA112 Acaba de ponerse en contacto con su novia. Está bien! Gracias a todos por compartir

[CS @csred18]

@GVA112 En Alfafar al lado del crematorio de la pista de Silla, un chico que se llama Victor ha llamado a su novia que estaba cogido a un poste que se estaba ahogando. AYUDA