Another great Substack for Buffett and BRK news, and one we highly recommend, is Kingswell.


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Jan 27, 2023Liked by The Rational Walk

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.

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great take, thank you! do you recall when was the last time Buffett & co used the last time Short Puts? thank you!

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