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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Texirish ✺🐝🐝  😊 😞
Number: of 15063 
Subject: Re: Valuation - Alleghany
Date: 02/24/2023 10:34 AM
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Jim,

Re Alleghany I see how it can complicate your standard procedure. I can't improve your thoughts on that approach.

Why not just count it as an investment asset at this stage of things? By one definition, IV is the price a well informed buyer will pay a well informed seller. So we know it's IV at this point in time.

Maybe better than we know the value of the other equities.
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