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Non-Tech : Berkshire Hathaway Class B
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To: Benkea who wrote (898)8/9/1999 10:14:00 AM
From: Richard Forsythe  Read Replies (1) of 1652
 
I think there's one factor you've missed from your analysis -- the acquisition of General Re. The annual report did not really address this because the deal closed in December 98. The report due this Friday is really the first opportunity to assess the impact of Gen Re, and it will be interesting to see how things are going.

Also, Buffets idea of "reasonable" valuation is probably a lot lower than the market's and so in the current market one might expect a higher multiple--i.e. the current price is something of a bargain compared to other stocks available today.

Richard

PS liked the graph, although it might suggest that a 1929 crash is due this October.
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