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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15064 
Subject: 10 year growth
Date: 02/25/2023 3:36 PM
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No. of Recommendations: 17
Just something fun my spreadsheet spits out:

2013-2022 CAGR:
Year End Book Value 11.0%
Shareholders Equity + Float + 1/2 Deferred Taxes 10.7%
5 Groves (my version) 12.2%
Year End Share Price (B's) 13.2%
SPY 12.5%

I'm happy.
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Author: Texirish ✺🐝🐝  😊 😞
Number: of 15064 
Subject: Re: 10 year growth
Date: 02/25/2023 4:00 PM
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No. of Recommendations: 2
Year End Book Value 11.0%
Shareholders Equity + Float + 1/2 Deferred Taxes 10.7%

Somewhat like the bumblebee. It shouldn't fly but it does anyway.

Actually they've figured out how the bumblebee can fly.

And I'm guessing Gottsman originally accepted the argument that float is equivalent to equity. So he added it to equity to make decisions. There weren't a lot of non-insurance businesses at the time.

Now one can correctly argue some changes should be made. But they seem to keep cancelling out. If price gets too far from F+B it's still a pretty good buy or sell signal.
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