Post #366 by ppant on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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I don't see Berkshire particularly highly valued at this price and I think just looking at the PB ratio can be a mit misleading for this.

The price is basically where it was exactly a year ago when the PB ratio was 1.4 due to the higher book per share then.

In those 12 months, the value has clearly increased.
The share count has reduced, normalized earning power has increased due to accumulated earnings, capital allocation and the Alleghany acquisition etc.

I can see the case for selling because one needs cash immediately but I don't think the current price is anywhere close to making the case for proactive selling if that isn't the case.

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