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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ppant   😊 😞
Number: of 21942 
Subject: Re: Tilson's latest take on BRK
Date: 02/07/23 7:55 AM
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No. of Recommendations: 22
I use a simple short-cut to sense check these estimates.

Almost exactly a year ago, Buffett was repurchasing shares at a maximum price of around $323 per B after which he stopped as the price increased.
Based on his remarks on repurchases and valuations beforehand, it seems reasonable to expect that he would only pay a price that was at least 10% below the lower band of his intrinsic value estimate at the time. So we could assume that a year ago the lower band of his valuation for Berkshire was around $358 per B.

I don't think it is particularly aggressive to assume that in the year since, intrinsic value has probably grown at least at 8%. That would make a current IV estimate around $386 per B.

The indicates a 20% discount at the current price.

For me, that is closer to buy rather than sell territory.
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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