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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (1085)3/4/1999 11:02:00 AM
From: Freedom Fighter  Read Replies (2) of 4691
 
Mike,

I've been curious about something for a long time but haven't had a chance to do the research. WEB often talks about "look thru" earnings. I was wondering what the "look thru" ROE is for BRKA/B.

In other words, if we removed the value of all the equity holdings and deferred taxes from the balance sheet and substituted his share of look thru "tangible equity" in those holdings, what would the tangible book value of BRKA be and what would the "look thru" ROE be?

I think it's an interesting question. If anyone knows, please let me know too. If not, when I get around to it I'll post it here.

Wayne Crimi
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