No. of Recommendations: 11
For anyone interested here is the original intrinsic value split out, weighted and sorted from largest to smallest.
Cash, US Treasuries, Fixed Income $164,286 22%
Non Apple Equities less tax 120,094 16%
Manufacturing Industrial Products 77,945 11%
BNSF 75,840 10%
Apple (50% haircut) 70,152 10%
Manufacturing Building Products 62,920 9%
BHE 53,380 7%
Services 37,284 5%
Non Controlled businesses 27,820 4%
Retailing 15,855 2%
Pilot Travel Centers (80% interest) 15,504 2%
Manufacturing Consumer Products 10,739 1%
McLane Company 4,669 1%
Total Intrinsic Value $736,488m 100%
Market cap/IV 105%
And below is another version, with adjustments discussed on this thread.
Apple (market value less 21% tax) $140,304 17%
BNSF (Union Pacific valuation) 136,000 17%
Non Apple Equities less tax 120,094 15%
Cash, US Treasuries, Fixed Income (30% haircut) 115,000 14%
Manufacturing Industrial Products 77,945 10%
Manufacturing Building Products 62,920 8%
BHE 53,380 7%
Services 37,284 5%
Non-Controlled businesses 27,820 3%
Retailing 15,855 2%
Manufacturing Consumer Products 10,739 1%
Pilot Travel Centers (50% haircut) 7,752 1%
McLane Company 4,669 1%
Total Intrinsic Value $809,762m 100%
Market cap/IV 95%
