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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (56612)1/10/2016 12:33:01 PM
From: Shane M  Read Replies (1) of 78748
 
Hi bruwin,

Thanks for sharing the graphic you put together. My thinking along P/B range is informed to large degree on Buffett's letters discussing his expectation that intrinsic value and book value to diverge more going forward for BRK making slightly expanding P/B multiple appropriate as business grows through time.

I wanted to share a link to what I thought was a pretty good writeup based on lookthrough earnings -taking the different parts of the business, breaking out earnings - and placing values on different holdings/types of businesses.
seekingalpha.com

And of course there's the Tilson analysis here that's always good to read each year
tilsonfunds.com
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