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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: rrr12345   😊 😞
Number: of 21943 
Subject: Re: Value, when to buy
Date: 07/04/25 4:04 PM
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"FWIW, I'm still holding with an IV estimate of about 1.54x BV, based on a couple of models, but I would not argue with any estimate within 8 or 9 percent of that number."

Here are some other estimates:

person, model, IV estimate, date, IV/BV
Tilson, two-column, May '25, $743K, 1.61x BV
Greg Warren, Morningstar, Apr '25, sum of the parts, $730.5K, 1.58x BV
Bloomstrand, sum of the parts, Dec '24, $783K, 1.73x BV
Highest repurchase price, 1.57x BV
rrr12345, weighing machine, Mar '25, $710K, 1.54x BV

Would other folks here please add more estimates, whether their own or ones they're seen? It would make an insightful histogram. I used to keep track of posted and published IV estimates. Sometimes I'd find as many as 25 estimates, representing over a half dozen different models, including two-column, look through earnings, DCF, sum-of-the-parts, etc. Typically the estimates had a more or less normal distribution with a standard deviation equal to about 9% of the mean. Thanks.
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Members reply directly to rrr12345 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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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