Re: Evaluating Berkshire's repurchases

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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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No. of Recommendations: 1

January of 2021, price to known book was 1.21x, Berkshire repurchased $3B at an average B price of 231.68

Month end price of BRKB 227.87
Month end price of SPY 370.07

Average annual return of Berkshire/SPY: 15.94%/15.72%

So, with Berkshire at a fairly cheap price at 1.21x, it eeks out a victory of the SPY

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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:

BRK: Why Not XOM? · 62 recs · 2024

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Summary of 2Q 2026 · 55 recs · 2026

3Q Summary · 53 recs · 2024

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