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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: luxmain   😊 😞
Number: of 15062 
Subject: Re: Thinking of BV multiple for BRK as a function of i
Date: 02/10/2023 9:49 AM
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> Thanks for indulging me on this. I valued BRK half a dozen ways and they cluster around 1.5x BV. But when I assume that it would provide returns equal to market, I keep thinking it should not be valued at 1x BV.

- Some parts of BRK should be valued at 1x BV. This is because the BV for the asset accurately reflects the present value of a market-tradeable asset.

- Some parts of BRK should be valued at >1 x BV. This is because the BV does NOT reflect the present value of the asset it would have if it were market-traded.

- Things like CGT, ability to trade large positions or assets near current prices, should also be taken into consideration.

lux
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