Subject: Re: ideas betond BRK
I have also been following Investor AB for a few months and I like the long-term orientation of the company and of course the results of the last decades.
If I had a better idea of the current valuation, I would be happy to increase my small entry position significantly if the opportunity arose.

They regularly publish the adjusted net asset value per share, which can be used as a guide: in the last 10 years the P/adjNAV has been between 0.5 and 1.2 with an upward trend and is currently at 0.92.
If it were below 0.85, I would definitely increase my position. However, because the adjNAV also includes the market prices of the investments, it should be treated with caution.

A valuation based on look-through earnings would certainly be better, but that would be a lot of work, which I shy away from.