SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (33562)2/20/2009 8:59:17 AM
From: Jurgis Bekepuris   of 78717
 
BTW, with all that I said about BRK being an attractive investment at current prices, I will agree that it is not an extremely attractive investment. It could definitely go lower. One intrinsic factor to consider is Buffett's age and health. I will repeat what I said earlier: I have seen no reason to trust his successors, since I have no record of their performance. Most of BRK's businesses will do OK when Buffett dies, but the investment side may do poorly. Other reasons to avoid BRK could be its size and non-transparency of its (re)insurance side, where one has to trust Buffett and Jain to correctly evaluate risks.

I may move all my remaining WSC money into BRK, since WSC is much more an investment vehicle as opposed to being a business. It is still cheaper than BRK on some metrics and there could be scenarios where it outperforms BRK from here, e.g. if investments outperform the captive businesses. However, the ratio of WSC to BRK is somewhat attractive and BRKs captive businesses + BRK-only investments are attractive too.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News