Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (5) |
Author: longtimebrk 🐝  😊 😞
Number: of 12641 
Subject: Re: What Am I Missing? Please help!
Date: 07/11/2024 5:58 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
Berkshire is over capitalized any way you look at it. I track the below

Apple was probably sold down further in Q2 but for now assume it hasn't been

AAPL as a % of BRK market cap = 20.6%

AAPL + cash as a % of BRK market cap = 41.8%

All equity + cash as a % of BRK market cap = 67%

Equity as a % of BRK market cap = 46%

Of course the approximate $200 billion of cash has claims against in primarily from future insurance claims.

Any debt within the subs will be managed within them and is considered as part of their respective valuations.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (5) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds