Over 50% of my portfolio is BRK/B, mainly because of the sustained higher CAGR over the S&P500. But I was thinking in terms of what to benchmark the stock against, and Large Cap Growth immediately came to my mind. It has a 26 P/E ratio which is about in line with what growth stocks have, and the companies that underlie both it's securities holdings and its 100% ownership are all pretty huge. Thoughts?
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