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![TLM_Capital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1105091678648651777.png) Think Like Munger [@TLM_Capital](/creator/twitter/TLM_Capital) on x XXX followers
Created: 2025-07-10 16:01:30 UTC

Berkshire $BRK.B trades at a P/FCF of XXXXX and Constellation $CSU $CSU.TO at XX. Valuation ratios are meaningless. And yet, over the next X years, both will outperform the S&P500. I can’t tell you what happens in a year — that’s not my game.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943339810048950521/c:line.svg)

**Related Topics**
[$csuto](/topic/$csuto)
[$csu](/topic/$csu)
[constellation](/topic/constellation)
[$brkb](/topic/$brkb)

[Post Link](https://x.com/TLM_Capital/status/1943339810048950521)