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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rrr12345 ✧  😊 😞
Number: of 12641 
Subject: Re: BHE profitability
Date: 08/04/2024 6:52 PM
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"Thoughts?"

I applaud your efforts to come up with a meaningful estimate of earnings. Using an average instead of peak-to-date seems reasonable given BNSF's and BHE's recent history, especially BHE.

I have two comments, or rather one question and one comment.
Question: How comfortable are you with the price multiples you apply? As you know, just a change of P/E from, say, 15 to 16 make a 7% change in the valuation.
Comment: Wildfire losses at PacifiCorp are unlikely to be limited to the 2023 losses. I think we have to come up with some way of factoring in the possibility of a huge loss sometime in the near future.

Thank you for sharing you method and results.

rrr12345
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