Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (9) |
Author: AdrianC   😊 😞
Number: of 21944 
Subject: 5 Groves etc
Date: 02/25/23 12:31 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 10
Assumptions:
15x multiple of earnings
21% tax rate
30% of float ($49Bn) held as reserve (Berkshire say $30Bn)

Non-Insurance Operating Businesses Earnings Value 22.36 x 15 = 335
Equity Investments less Taxes 272
Partially Owned Businesses Earnings Value 1.86 x 15 = 27.9
Cash & Fixed Income Available for Investment 125 + 25 - 49 = 101
5 Groves Total Value $736Bn

A Share Equivalents 1459733

5 Groves Total Value per A Share $504k
5 Groves Total Value per B Share $336

Shareholders Equity + Float + 1/2 Deferred Taxes Total Value = $655Bn
per B Share $299

Current price to book 1.41
Price to peak book 1.32

Repurchases at $312 equivalent in December.

I'm happy.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to AdrianC 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
Unthreaded | Threaded | Whole Thread (9) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community