Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (4) |
Post New
Author: longtimebrk ⎊  😊 😞
Number: of 15062 
Subject: Rational Walk summary
Date: 02/26/2023 4:10 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
Excellent as usual

https://open.substack.com/pub/rationalwalk/p/warre...
Print the post


Author: hclasvegas   😊 😞
Number: of 15062 
Subject: Re: Rational Walk summary
Date: 02/26/2023 5:43 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
RW, as always thanks for sharing your work. Do you mind me sharing it on FB, with many friends who have been in the business since the 60s, tho many now retired. Thanks.
Print the post


Author: rnam ✧  😊 😞
Number: of 15062 
Subject: Re: Rational Walk summary
Date: 02/26/2023 7:39 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
He has a chart of monthly share repurchases with a Price to Last Disclosed Book Value. For 2022 Q4 purchases, the Book Value used is the one as of Sep 30, 2022.

By this metric the shares purchased in November and December 2022, were at the highest PB ever paid.

This leads me to speculate that Buffet's estimate of IV is at least 1.6 PB.

And share repurchases have continued into 2023. I hope Mr. Market continues to give us substantial discounts to IV.
Print the post


Author: rnam ✧  😊 😞
Number: of 15062 
Subject: Re: Rational Walk summary
Date: 02/26/2023 7:41 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
Forgot to include in my previous post, that Nov 2022 share purchases were done at PB of 1.49.
Print the post


Post New
Unthreaded | Threaded | Whole Thread (4) |


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

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds