I really enjoy the discussions, especially if I learn something, so don't hold back telling me where I am wrong or filling in the blanks and providing more detail.

Thank you for sharing your in depth analysis. I too greatly appreciate the open discussions and sharing so we all can benefit.

I would be interested on anyone's input on how to view the accruals PacifiCorp has taken for the wildfire exposure. The following excerpt from the quarterly is the first time I recall seeing the accruals identified.

''PacifiCorp has accrued cumulative estimated pre-tax probable losses associated with the 2020 wildfires of $1,018 million through June 30, 2023, or $608 million net of probable insurance recoveries.'

Does anyone have an idea what these would be net after tax considering the negative tax rates for the utilities?

Looking at the BHE specific quarterly it seems like the accruals have just started in the last three quarters. It likely accounts for the odd under performance of BHE recently. I'm curious how others are viewing this for their IV estimates of the BHE portion going forward.

Jeff

Berkshire Hathaway FAQ

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