True North(@TNorth):How do you evaluate balance sheet companies? What is Berkshire Hathaway? $BRK.A It's like an ETF. "In my opinion not very sexy its one of those companies that's going to be around forever because they are tied into infrastructure..." "Do I think Berkshire is gonna be the top publicly traded equity on the planet? No. Probably not." "JP Morgan they're 92% leveraged. Do i think its a sexy balance sheet to offer deposits and issue credit cards? Not necessarily." "When I look at $MSTR balance sheet. It is sexy. It is very volatile. I think it could preform incredibly well." "You have to look at them all next to each other." @PunterJeff

2026.07.23 15:38

How do you evaluate balance sheet companies? What is Berkshire Hathaway? $BRK.A It's like an ETF. "In my opinion not very sexy its one of those companies that's going to be around forever because they are tied into infrastructure..." "Do I think Berkshire is gonna be the top publicly traded equity on the planet? No. Probably not." "JP Morgan they're 92% leveraged. Do i think its a sexy balance sheet to offer deposits and issue credit cards? Not necessarily." "When I look at $MSTR balance sheet. It is sexy. It is very volatile. I think it could preform incredibly well." "You have to look at them all next to each other." @PunterJeff