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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Web436   😊 😞
Number: of 21942 
Subject: Re: meaningless predictions
Date: 01/07/24 12:04 PM
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Most of the models use data only since 2008--the "modern era" of valuation multiples.

I would argue that this valuation model may be flawed.
The low interest rate environment since the great financial crisis lowered the valuation of the insurance float. If interest rates remain more normalized (think like 1995 to 2005), Float is way more valuable and thus BRK should trade at higher P/B ratios. 5% on the float sure is nice compared to near zero since 2009.
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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
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