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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15062 
Subject: Re: BRK Deep Dive by Adam Mead
Date: 05/01/2024 8:17 PM
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No. of Recommendations: 7
“Cannot access. What is his IV?”

You won’t like it. Base sum of the parts valuation $385/b. He then adjusts the value of BNSF and BHE to $90bn each to give an adjusted valuation of $404/b.

That’s using 15x earnings, 12x insurance underwriting earnings, includes all the cash, haircut for Apple.

I do it using the Buffett described 5-groves method and get a similar answer.

He thinks buying at that level might get a 10% return going forward. Sounds good to me.
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