RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Here it goesthelostarc wrote: Why not compare WELL to Berkshire Hathaway? If that is what they are aspiring to for the healthcare sector, and if they have shown tangible progress towards that end, why no appreciate their efforts?
If you started training for sprints. And attended a few national competitions. Got your time down to 11 seconds for the 100 meter dash. And adopted a healthy diet plus workouts... what's wrong with saying you're striving towards becoming an olympic champion?
I am not saying Hamid is the next Warren. No, Hamid is the first Hamid. Yes, he is trying to build a capital allocation holdco just as Warren built Berkshire. And there is a lot he can learn, is learning and has learned from the Berkshire playbook.
You have to appreciate people for the things they have done, are doing, and will do in the future.
So much to say but not enough ink.
Buffett never believed in diluting his shareholders unless it was advantageous to do so. BRK has about 1.49million shares issued (and dropping) and has been operating for over 50 years....with actual profit, actual retained earnings, cash on the balance sheet that was earned not financed, and zero mention of EBTIDA as an operations indicator. To dilute dilute dilute and take on debt is a sin to him. Read the book Letters to Shareholders. It'll be the best investment and education you will ever receive. Anywhere.
Well has over 200 million shares issued and it ain't over. With an over $800 million implied marketcap as of today, I say it is seriously over valued but less over valued than what it was just a short time ago. Pray there are no intangible impairments in the future.
Just out of curiosity, what would be a reason a person or company might say they are a capital allocator like BRK? What is the reason a company wants to point to EBITDA? What is the reason a company might add the word technologies in to a business name?
As I said before, it's your money to do with as you wish. I am here because I continue to receive a free education on human behavior in markets which has helped my investing immensely over the years. Now that's a real ROI, where my "investment" is time. Maybe I could call it ROT then. Make up my own terminology just like EBITDA(R) where "R" is for rent. lol