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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Alan Bell who wrote (2979)	1/25/1999 1:18:00 AM
From: Lars	Read Replies (1) \| Respond to of 15132

Alan, >>> Meaning if something happened to Buffet, the valuation premium would quickly disappear. Why take that risk? >>> This argument has been used since the stock was $1000 per share. The stock is selling incredibly below intrinsic value imho. I am conservative. I am not a high flyer like Justa. HA! I am not saying the stock will rocket to new highs tomorrow but it is undervalued. The only thing I disagree with re: the Paine Webber report on Berkshire is that the price targets are off. They are on the low side.

To: Alan Bell who wrote (2979)	1/25/1999 9:10:00 AM
From: David Bogdanoff	Respond to of 15132

To AB: << valuation premium would quickly disappear. >> for Berkshire Hathaway. That's a good point and I agree the stock would take a hit if WEB suddenly left the scene. Fact is though, at current levels there is probably little premium in the stock, according to postings on Yahoo. However, WEB has done an exceptional job of protecting investor interests and I expect that he has a succession plan in place. Incidentally, Charles Munger plays an important role in the company. David