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 : Buffettology
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Spekulatius who wrote (4646)12/22/2019 12:29:31 AM
From: Paul Senior  Read Replies (1) of 4690
 
Aren't the $220B accounted for in the book value? You're paying 20x earnings where part of the earnings are interest and dividend income. If that's important or significant, why not just buy WFC of some other of his holdings at p/e much less than 20x and get the dividend there at the much lower p/e?

Imo, BRK is reasonably valued only if Buffett can deliver better results going forward. Not because the p/e only credits the operating businesses and the market hasn't caught on to $220B in investments where only the interest/dividends are flowing to the income statement.
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