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Consensus community valuation
$2.48
Average Intrinsic Value
44.2%
Undervalued by
Active Member Straws
#Bull Case
Added 6 months ago

Global Masters Fund is a way to invest in Berkshire Hathaway on the ASX with BRK being about 64% of GFL's investments. Australian and UK investments make up the rest. 

GFL has underperformed the Berkshire share price so given the quality of Berkshire I'd expect that gap to close over time. The downside being when Buffet and Munger die which one expects will smash the BRK and therefore the GFL share price. Which is of course a great long term buying opportunity.

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