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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15067 
Subject: Re: BV = 347,932, P/B 1.40x- it's in the zone
Date: 06/08/2023 8:05 AM
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But since Berkshire isn't in the business of issuing quarterly projections, forward book value wasn't known until the end of quarter, well past when the purchasing decisions were made.

I might not have the wording exactly right, but the gist:

Charlie: "Warren talks about discounted cash flow calculations, but I've never seen him do one"
Warren: "Some things you only do in private, Charlie".

I expect Buffett knows when Berkshire is in the repurchase zone without doing book value or IV calculations.
He knows how Berkshire is doing in real time.

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