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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊✹  😊 😞
Number: of 22353 
Subject: Morningstar Writeup
Date: 11/10/25 11:25 AM
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No. of Recommendations: 8
After Earnings, Is Berkshire Hathaway Stock a Buy, a Sell, or Fairly Valued?
morningstar.com - After earnings is berkshire hathaway stock buy sell or fairly valued

Spoiler alert: Fair Value Estimate: $510.00

I have to use 18.5x operating earnings to get to $510 with my 5-groves estimate-o-matic, which I believe closely follows Buffett's method in the 2018 letter.
This is valuing all the cash as cash, no haircut on the equities, 1.4% of float as insurance earnings.
I'm not sure paying 18x for the subs as a whole has much margin of safety. No buybacks...
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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