TMFSandman

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TMFSandman replied to the Value Hounds board. 2:41 PM

Re: Valuing BRK and MKL

My favorite idea right now is to risk weight the float.

If the floor for Berkshire is 20% of float, basing that assumption on what Buffett mentioned as a cash floor, the company's earnings power, earnings reliability, earnings from [more]

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TMFSandman replied to the Value Hounds board. 12:51 PM

Re: Valuing BRK and MKL

The value settled on for BRK is ~70% of the float can be treated as part of book.


With a float of around $70 billion, the 30% of float that wouldn't be considered as part of book using this logic would amount to about $20 [more]

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TMFSandman replied to the Value Hounds board. 12:40 PM

Re: Valuing BRK and MKL

A classic way to value Berkshire is to split the company into its investment assets and its operating businesses, valuing them separately.

Yeah, but why?

My guess is a large part of the reason many people use this method is [more]

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TMFSandman posted to the Value Hounds board. 11:03 AM

Valuing BRK and MKL

A classic way to value Berkshire is to split the company into its investment assets and its operating businesses, valuing them separately. The investment assets are valued at market value straight off the balance sheet and the operating businesses [more]

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TMFSandman replied to the Value Hounds board. 3:11 PM

Re: here's what happened

Aww, geez. I'm really sorry to hear this, KitKat. I'm glad you're well enough to be posting again.

Here's hoping for a speedy recovery!

Mike