Thoughts on Berkshire Hathaway's long term future
Another great Substack for Buffett and BRK news, and one we highly recommend, is Kingswell.
https://kingswell.substack.com/
Yes, definitely. He's doing very good work.
Great write up Ravi. The valuation section was useful in calibrating my own little model.
Will be interesting to see how the Alleghany acquisition folds into the aggregate. With BRK priced around 1.5 x trailing BV, it looks fully priced.
The letter and report should be interesting. I think the Allegheny portfolio will be liquidated and redeployed.
great take, thank you! do you recall when was the last time Buffett & co used the last time Short Puts? thank you!
The remaining derivatives all run off this year, I think. Upcoming 10-K should tell us.
Another great Substack for Buffett and BRK news, and one we highly recommend, is Kingswell.
https://kingswell.substack.com/
Yes, definitely. He's doing very good work.
Great write up Ravi. The valuation section was useful in calibrating my own little model.
Will be interesting to see how the Alleghany acquisition folds into the aggregate. With BRK priced around 1.5 x trailing BV, it looks fully priced.
The letter and report should be interesting. I think the Allegheny portfolio will be liquidated and redeployed.
great take, thank you! do you recall when was the last time Buffett & co used the last time Short Puts? thank you!
The remaining derivatives all run off this year, I think. Upcoming 10-K should tell us.