Post #10210 by DTB on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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Also, underwriting from just 4 quarters or even a few years is going to be volatile.

True, and I only include it because it seemed to be the board consensus to do so. Buffett didn't include underwriting earnings in his original 5-groves.

If I include the $30b cash, and underwriting earnings of $2793m, I get: $441 vs $444 previously.

Ok. Looks like including the cash would be a small positive, offset by the fact that using the long-term average underwriting return is a little less positive than last year's stellar underwriting results.

I thought we might be heading towards a share price around $425 where I would reestablish my Berkshire stake, but the market's trumpphoria may postpone that.

dtb

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