Post #6098 by YoungandOld on the Berkshire Hathaway board

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

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Jim,

I agree with the rationale for why your approach makes sense for estimating intrinsic value. I am not putting up an argument there because it seems prudent for a conservative estimate and a good way for a value investor to gauge tracking.

But it’s not the same as a market based sum of the parts valuation, which would have swings north and south of that estimate (agree your method is steadier). But BRK has traded at a discount to the market based view of appropriate multiples and has done so for a long time.

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