RoughlyRight

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Sun Mar 1

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RoughlyRight replied to the Berkshire Hathaway board. 11:07 AM

Re: Back-of-Envelope Valuation

I revised this a bit. I assumed 4% of the market cap of the stock holdings are non-distributed earnings to BRK (up from 2% on my last spreadsheet). It was 4.4% for BRK's big four holdings: KO, AXP, WFC, IBM.

Here is the revised [more]

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RoughlyRight posted to the Berkshire Hathaway board. 12:06 AM

Back-of-Envelope Valuation

Here is my back-of-the-envelope valuation findings:

Berkshire is not nearly as cheap as a year or two ago (we knew that). If we subtract the $81,000 per share of truly owned securities (not owned via float) from the current stock price, we [more]

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Two stars, 250 posts Old School Fool
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Very First Post Re: $1 of Retained Earnings = $1 of Mkt. Value (4/1/2000)
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