ValueMaven

Do we find out who the mystery A share buyer is tonight????

Is the mystery A share buyer out yet? I havent seen anything published on this yet....possibly Monday??

Here is a crazy but interesting idea. Berkshire issues $20B shares to acquire Markel. Get's huge float, profitable and unique underwriting business it can easily fold into the Primary Group. Gayner joins the board. Then buysback $20B worth of stock. Roll Markel Ventures into MSR unit. Just an idea

https://www.morningstar.com/articles/1036775/berkshire-bounces-back-in-q1-on-solid-operating-results

Pilot Flying J made a massive 1 time dividend to HQ. Anyone else notice that??

Fairly impressive actually. Valuation still seems VERY reasonable at 1.3x BV. Buybacks slowed, but profitability at insurance improved. BHE is growing rapidly. Interesting to see a sale of ~$3B in equities during the quarter. Frankly, the results were stronger then expected IMHO. Still reading through 10Q.

Chou is totally washed up and his performance shows it. Sorry, he has had some terrible allocations over the past decade. It isnt just his style being out of favor either.

Bloomstrad on Berkshire. Very informative: https://www.theinvestorspodcast.com/episodes/masterclass-in-valuations-w-chris-bloomstran/

Thanks John. Any more updates? I'm still on the fence.

Both should be paid more...not less!!

https://www.insurancejournal.com/news/southcentral/2021/04/16/610232.htm

That idea does not make much sense. You are talking about $1B - $1.5B per day over the last several weeks of excess trading vol compared to historical norms. Today alone it is 1pm EST and BRKA has traded over 1800 shares vs. 15 for trailing 3M average. Also, there are regulatory requirements when a company buys-back greater then 25% of the daily trading amount. The mystery continues...

still heavy trading vol in the A shares over the past few weeks. Yesterday at 1,900 shares alone. We will find out in a few weeks what all of this means...

It has Yale has the publisher and Tim Geithner's profile attached. So who knows. Guess i'll find out tomorrow.

Agreed with DooDiligence. It is what it is.

I bought it as well. Coming tomorrow - will know more then. Even for a value guy like me - I can splurged on $1.30

This book was on Chairman Jay Powell's desk during his interview with 60mins last night (4/11/21). I have not read this book - but if Jay is reading it. I will read it. https://yalebooks.yale.edu/book/9780300244441/first-responders

wow thank you!

what value add does this book bring that all of the other published books on Berkshire havent? I'd rather see Snowball updated!!

https://berkshirehathaway.com/2021ProxyStmt.pdf Suggests $5B worth of buybacks in 1Q21. We are now looking at over $30B returned to shareholders over the TTM. wow

Greg Warren of Morningstar - who I think is one of the best Berkshire analyst has a really compelling write-up from mid-March on Berkshire. It is a really good read!

A shares traded 2,000 shares today.  Something has been going on for the past several weeks.  I really wonder who the mystery buyer is...

This latest BHE presentation is awesome. I really had no idea how large of a operation BHE really is.

cheaper source of capital and highlights the capital allocation between and under the Berkshire umbrella ... Interesting to note that Greg Abel owns 1% of BHE - or $570M stake in the business.

https://www.brkenergy.com/assets/pdf/2021-fiic-update.pdf