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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: ppant ✸  😊 😞
Number: of 22354 
Subject: Re: Chris Bloomstram 2022 Letter is out
Date: 02/24/23 10:12 AM
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No. of Recommendations: 4
A good letter this year and always an interesting deep dive on Berkshire. Interestingly his very detailed multi-method valuation analysis also seems to yield an IV number hovering roughly in the $380 per B area.

My quick and dirty heuristic of the maximum buyback price to date being at least 10% below Buffett's estimate of contemporaneous intrinsic value and then allowing for a conservative 8% return on overall equity in the period elapsed.

At the current price that number suggests more than 25% discount to IV at today's price.
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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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