Next Berkshire portfolio
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average rating: 4.00 / 1 ratings
Created by Dan Jacobs
DESCRIPTION:

Date updated:05-15-2007

Stocks that are essentially conglomerates or trading vehicles for very successful investors that have a chance of massive price appreciation over years a la Berkshire Hathaway/

symbol name last price % change open
  • +
  • BRK-B
    Berkshire Hath Hl
  • $3855.00
  • -1.91%
  • $4095.00

This "junior Berkshire" trades at an exact fraction of Berkshire A shares so that if you missed Berkshire the first time around you can still buy a share for around $3000. Granted, this stock is no longer capable of growing twenty percent per year, but even the seven percent promised is not bad, coupled with undervaluation at present and Buffett's management. As a bonus, if you buy it, you get the annual report for free!

People owning BRK-B also tend to own: AEGAZINGINTCOPA.VORCLSDA

TheStreet.com Rating: No Rating What is this?

  • +
  • LUK
    Leucadia Natl Cp
  • $32.77
  • -7.69%
  • $36.99

Leukadia has several Barron's mentions as the next Berkshire but as a smaller company has more chances to grow and multiply

People owning LUK also tend to own: AETBZHCGIFBPHOVKBHMDC

TheStreet.com Rating: B What is this?

  • +
  • WSC
    Wesco Financial C
  • $292.91
  • 0.00%
  • $345.00

the holding company for Charley Munger, Buffett's longtime number two, again is smaller and therefore has more chances to grow

People owning WSC also tend to own: DEOHBCJNJNYXPUISBUXUST

TheStreet.com Rating: B- What is this?

  • +
  • SHLD
    Sears Hldgs Corp
  • $67.31
  • -11.70%
  • $74.58

Sears Holding is Eddie Lampert's vehicle and is trading fo4 180-- buy one share perhaps?

People owning SHLD also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: C What is this?

  • +
  • MKL
    Markel Cp Hldg Co
  • $318.15
  • -4.24%
  • $342.00

insurance conglomerate recc by the fool

People owning MKL also tend to own: AMTANFAVIDCNOCOHCOSTESI

TheStreet.com Rating: C+ What is this?

  • +
  • TAVFX
    Third Avenue Valu
  • $32.80
  • -6.21%
  • $N/A

No Analysis added

People owning TAVFX also tend to own: BNYCEWMFCOJAVLXMAGSOAKMX

TheStreet.com Rating: No Rating What is this?

  • +
  • REXI
    Resource Amer Cl
  • $6.53
  • -7.11%
  • $7.12

No Analysis added

People owning REXI also tend to own: AXPCEFCOMSCRESYIBAIRSQUIP

TheStreet.com Rating: D+ What is this?

  • +
  • BAM
    Brookfield Asset
  • $18.15
  • -11.46%
  • $20.79

No Analysis added

People owning BAM also tend to own: ATHRMRVCSTXNAAAAPLADBEDVY

TheStreet.com Rating: C+ What is this?

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Start Price

Return Value

Start Date

BRK-B 3628.00 +6.26% Apr 22nd
LUK 30.60 +7.09% Apr 22nd
WSC 447.00 -34.47% Apr 22nd
SHLD 189.82 -64.54% Apr 22nd
MKL 476.35 -33.21% Apr 25th
TAVFX 65.02 -49.55% May 15th
REXI 23.48 -72.19% May 15th
BAM 65.08 -72.11% May 15th
FFH 207.71 +30.25% May 15th

Average return:

-31.39%

Success rate:

33.33%

Tracking Started: 04-22-2007

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