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holy smokers Warren Buffett has money to blow for those of you who do not know he has $116 billion dollar sitting in cash on the birkshire Hathaway balance sheet right now guys basically birkshire Hathaway makes a billion dollars plus in profit every 3 weeks so every 3 weeks that goes by birkshire hathway just made another billion dollars plus guys so he's got a ton of money sitting on that balance sheet he wants to make a big acquisition so what I did in this video is I took five companies that I think are the most real istic companies that he could possibly buy um that he might be interested in one of them's a little more unrealistic but the other four are definitely realistic possibilities and I'm going to kind of share with you like his thought process on why he would decide to purchase a a certain company and whatnot um because I've studied this guy for about a decade now so now all these picks are highly speculative because none of them are like he said anything about it in terms of oh I'm thinking about buying this company oh oh yeah this such and such company I might want to buy them or something if we can get at the right price he hasn't said anything I'm just kind of like looking at it from the perspective as I've been studying this guy for a long time I know kind of like what companies he likes and I think these are real possibilities guys so I hope you enjoy this um let me know which one of these five you think is the most realistic I would love to hear from you guys and by the way make sure you get in my stock market membership group within the next 48 hours basically the price is overd doubling if you don't get in there by March 1st which is like 2 days from now so make sure you get in there if that is a place you want to be all right guys so basically the first first one is deer in company okay John Deere this company has about a $54 billion market cap on it currently I could see him picking this one up for somewhere between 75 and $85 billion so he could easily afford it right forward PE on this one under 15 they're obviously a very easy business to understand this is right up his alley they make tractors okay and also some construction equipment and what not that is right up Warren Buffett's alley something a business that he can easily easily understand okay this exactly what it is and it's a very profitable business Warren Buffett loves companies that make tons of profit and are profitable each and every year this company consistently makes profits and now they're up to a point where they're making really like two billion plus dollars in profit per year he loves to take that money and sometimes he'll deploy back into the business a bit sometimes he'll just take that money out of the business and go and invest it in different things and whatnot so that's obviously a business that's a great possibility of him picking up because he understands it it's a simple business he loves simple businesses that are really profitable that's right up his alley the next one is he's got a few different uh possibilities for the second one okay basically is picking up another home builder there's one company he could pick up called sentury communities this is the smallest one of the bunch he could pick this one up for somewhere around 1.2 to probably $ 1.5 billion right now it has a market cap about $866 million as a 4p on of seven super low py group is another one he could pick up this one right now is worth about 82 billion he could probably pick this one up for between um probably 12 and4 billion this has a 4 P of eight that's right up his alley guys KB Home has about a$2 and5 billion doll market cap on it he probably have to pay somewhere between three and A2 and $4 billion for this one that has a 4p of just around 10 then on top of that you have Toll Brothers which is another possibility um this one has a $7.3 billion market cap so you'd have to pay somewhere around I would say 11 to maybe 12.5 billion dollar for Toll Brothers that has a forward PE of 10 on it um they already own Clayton Homes okay so he already owns one home builder in Clayton Homes and obviously he owns a lot of construction related businesses as far as you know things that they actually put into homes on top of that he also owns Burlington Northern Santa Fe which is one of the biggest railroad operators in all the United States of America so we got a business here that he he obviously fully understands Like Home Building is not a complicated business right that's right up his alley all these stocks are trading at super low forward pees right now super low right so that's very interesting to him also he can get cost energies because of all his building products type businesses right and he owns one of the biggest railroads in the United States of America and how do all these products usually get transported around as far as Home Building usually on Rails so he has a lot of cost synergies he could benefit from this these businesses would be an easy acquisition for him and obviously he could afford he could buy all them if he really wanted to very easily uh the the government might have a problem with that at some point in time they might say oh you can't own all the main Home Builders out there we don't think we want that or something but as far as at least picking up one of them it makes perfect sense to me that he would try to do something like that guys El Brands is the next one up here ticker symbol lb he this one has a market cap on it right now of about $1 13.6 billion he could probably pick this one up for between1 17 and $19 billion they have a forward PE of under 14 so pretty low there uh very simple business guys they own Victoria Secret which sells cro Ray they also sell bras and panties and all that type of stuff they own Bath and Body Works which sell soaps and lotions and they have the Pink brand which sells very similar items to Victoria Secret is up a little more apparel and whatnot very very easy business for Warren Buffett to understand right also on top of that it's a highly profitable business it's a a business that brings in at least a billion dollars in profit each and every year you know look at that a billion dollars and $1.2 billion then $1.1 billion it's pretty much a business that can consistently brings in a billion plus dollars very easy to understand business that has a great balance sheet and whatnot this could definitely be a business that Warren Buffett buys outright and just gets you know in his business portfolio the next one is the most unrealistic I would say of the bunch but it's still a possibility guys and this one is under aror okay we know this one has been a beaten down stock so if you look at the Ford PE it looks super high at a for at a 40 right now it looks super high um but there's some cost synergies and whatnot should happen over the next few years um that should make them much more profitable but up until basically last year this was a highly profitable business it was bringing in 200 plus million per year it wasn't until last year that you know they really had some issues there with management and whatnot now for a deal to go through with an Under Armour it's got to go through Kevin plank because he has a majority of voting shares that actually matter okay so a deal would have to get approved by him I could see him possibly approving a deal like this one because Warren Buffett is not someone that's a micro manager and I don't think Kevin plank would do good with a micromanager managing over him hey what are you doing over here what are you doing over here type thing um I think he just likes to run his business and go about it that way uh Warren Buffett does not micromanage his his CEOs and whatnot of the he owns tons and tons of different companies he does not micromanage any of those CEOs he doesn't have time to do that basically and uh nor is he interested in doing that and trying to you know know all these businesses inside and out and try to manage them so Kevin plank would probably you know sign off on it Al Kevin Plank's probably you know maybe a little burnt out honestly of being a public company I mean we've seen the stock get dragged you know into the mud this past year um you know everybody's coming for his head right now maybe he's done with that whole you know public company he could just go more behind the scenes become a private company uh be owned by Warren Buffett and just kind of operate in the back Shadows back there maybe that's what he'd be interested in doing like I said that one's the most unrealistic of the bunch but it's still a possibility in the biggest one of the bunch this would be a huge acquisition that I could see being a possibility and that is Starbucks okay Starbucks right now has an $80 billion valuation on it okay I could see Warren Buffett having to spend between 110 and $120 billion if you wanted to acquire this company basically You' have to unload all his cash to buy this one this is a this would be a huge huge acquisition I see it being a possibility though we already know he owns Dairy Queen and whatnot this business has a Ford PE of 20 on it right now we know they're expanding around a lot of different places the business is very easy to understand they sell coffee they sell Frappuccinos and and all that yummy stuff on top of some food items and whatnot and this is a business that is highly highly highly profitable $2.7 billion in profit a few years ago $2.8 billion then almost $2.9 billion it should be a business that easily brings in3 billion plus dollars per year in profit consistently moving forward and um it's just it's a it's a realistic possibility but it's it's a huge one this would be um the biggest acquisition I believe he would have ever done if he did something like a Starbucks deal but with the way they're expanding around the world and whatnot and the way this business is going to be throwing off three plus billion dollars a year in profits I could definitely see Warren Buffett being interested in this one and buying them um outright and whatnot we' have to see if if the board of directors would improve on it at $110 billion valuation $120 billion that would be interesting to me it's a it's a pretty big valuation for a company that you know is is a coffee company and food company at the end of the day so anyways let me know what you guys think about this list you think any of these five are are realistic possibilities which one of the five do you think is the most realistic I would love to hear from you in that comment section as always thank you for watching guys and have a great day
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