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Strategies & Market Trends : Buffettology
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To: Paul Senior who wrote (4645)12/21/2019 6:36:21 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

  Read Replies (1) of 4690
 
re BRKB - the 20x PE is giving credit only the operating Business and not to the $220B in investments (stocks, preferred) where only interest and dividend income flows though the income statement. There are different ways to account for this like using a sum of the parts analysis for the balance sheet or add the proportional income of the holdings to operating earnings for the income statement. Either way will make BRKB appear quite reasonably valued.
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