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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (18891)	3/17/2004 8:52:46 AM
From: Steve168	Read Replies (1) \| Respond to of 79164

Dale, thank you for your explanation. There are many experts on this thread like you who knows BRKA inside out, much more than what I can figure out in couple hours. So I am hoping to get some quick answers here. 1. I guess your point regarding BRK's $56B revenue is mainly calculated based on the operating business in insurance (Geico and others), energy and retail enterprises. It does not contain the trading operation sales proceed (such as Buffett's position in silver and foreign currency), am I right? 2. Does the $56B contain only from private companies they own? or also partial revenue of public companies (such as Coke)? 3. Should it be categorized as investment company thus traded based on book value? or a regular company based on P/E and other fundamentals? It apparently trading at around 1.8x book value and 22 P/E. 4. Any other company can be an investment company yet trading way more than book/asset value? Any comment welcome.