Subject: Barrons on Brk

may require a sub

https://stocks.apple.com/AAb7P...

"Berkshire now trades for about 1.45 times our estimate of June 30 book value of $425,000 per class A share and closer to 1.4 times our estimate of the current book value of $430,000 per A share. The stock peaked at over 1.6 times book earlier this year and is now in line with its five-year average.
The equity portfolio now accounts for about 45% of Berkshire’s market value of $890 billion. The stock trades for about 21 times estimated 2024 earnings per share but the valuation is lower based on “look-through” earnings, a measure favorite by some Berkshire watchers that includes a pro rata share earnings of the companies in the equity portfolio."


Of course the equity portfolio may be smaller due to continue selling of Apple.