Berkshire Hathaway 2010 results

The Berkshire Hathaway annual report is out

http://www.berkshirehathaway.com/2010ar/...ual10.html

http://www.tilsonfunds.com/BRK.pdf

Plug in the nos, you have an estimate of the intrinsic value of BRK.A at $150-180k ps, or BRK.B at $100 - $120 each.

Appears that since

1. The BRK portfolio is still world-class,

2. Much of the Buffett premium is gone, so it's now trading at a discount to intrinsic value

Seems to me that BRK would be better than 70-80% of the stocks discussed in the forum, and also provide diversification from Singapore and the Asia-Pacific.

The Berkshire Hathaway annual report is out

http://www.berkshirehathaway.com/2010ar/...ual10.html

http://www.tilsonfunds.com/BRK.pdf

Plug in the nos, you have an estimate of the intrinsic value of BRK.A at $150-180k ps, or BRK.B at $100 - $120 each.

Appears that since

1. The BRK portfolio is still world-class,

2. Much of the Buffett premium is gone, so it's now trading at a discount to intrinsic value

Seems to me that BRK would be better than 70-80% of the stocks discussed in the forum, and also provide diversification from Singapore and the Asia-Pacific.