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Non-Tech : Berkshire Hathaway Class B -- Ignore unavailable to you. Want to Upgrade?


To: Benkea who wrote (1294)1/24/2000 11:46:00 AM
From: Leroyt  Respond to of 1652
 
Exactly. And now, I hope, WEB is buying back as many of those shares he can at a 30-40% discount from the price at the time of the sale. JMHO and ....

later, leroyt



To: Benkea who wrote (1294)1/24/2000 3:31:00 PM
From: Jacques Newey  Read Replies (1) | Respond to of 1652
 
Benkea- Question: Hidden assets in BRK.

I'm a recent purchaser of BRK.B but a long time admirer of Graham and Buffett. Happy to be a BRK shareholder and especially happy to have gotten in at such an attractive price.

I've read most of the books, annual reports, speeches, interviews, etc.. I am now reading Janet Lowe's "Benjamin Graham on Value Investing" for 3rd or 4th time. Is that the title?... I don't have the book here in front of me to quote it exactly.

In the book, Graham is described as a master of finding hidden assets in companies that nobody knew about. You know the examples... secret cash bond and equity holdings, real estate listed on books at ridiculously low purchase prices, etc..

In your opinion, are there likely to be similar "hidden assets" in BRK that the public is unaware of? Something that only WEB and Charlie are aware of?

-Disney's vast real estate holdings, perhaps?
-Equities on BRK owned company books at less than current value?

I have come to admire your knowledge of BRK and would be interested in what you have to say on this.

Sincerely,

Jacques Newey