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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (2718)1/8/2001 10:17:25 PM
From: Moominoid  Read Replies (1) of 4690
 
It really isn't so difficult to value BRK. The only difficult issue is putting back in the earnings of partially owned companies in the insurance portfolio and those numbers are given to you in the Annual Report. Then there is a problem that you want to take out any capital gains on selling those stocks but keep in capital gains on other smaller holdings. The annual report gives total capital gains on stocks, add in amortization, and you get a rough true P/E. Insurance results are improving a lot this year already. Berkshire earnings will likely be better than Buffett predicted last year, going by the quarterly reports. I think the P/E will come in around 25. That would make it very comparable to the SP500 index.
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