ValueMaven

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

https://www.texastribune.org/2021/03/25/warren-buffett-texas-power-plants/

Great point about stated book value vs. true economic book value. I've never seen any fair market adjustment for the operating assets under Berkshire's ownership structure. Ie: Fair Market Adjustments to Price

great stuff regarding the rails ... BNSF & BHE also gives Berkshire massive reinsurance optionality. BNSF was a brilliant acquisition. period.

good summary of 1Q21 buybacks Warren Buffett’s Berkshire Hathaway Appears to Have Bought Back $5 Billion of Stock in 2021 https://www.barrons.com/articles/warren-buffetts-berkshire-hathaway-appears-to-have-bought-back-5-billion-of-stock-in-2021-51615826952?siteid=yhoof2

I'll take about $5B in buybacks for 1Q2021. It's about $30B over the TTM timeframe. Not bad!!! This isnt your typical buy at any price corporate buyback - its a buy at THE RIGHT price type of buyback Think about it - in the FT article Buffett said it was highly likely Berkshire would return $100B or so to shareholders over the coming 10 years -- something to that effect. $30B over the TTM's is fairly aggressive way to do this. Bravo Warren!

4,200 A shares traded today. Something is up...

very interesting theory...thanks!

really interesting article on the notable increase in the A share trading flow recently ... https://www.barrons.com/articles/warren-buffetts-berkshire-hathaway-has-seen-trading-activity-rise-in-its-class-a-stock-51615219961?mod=hp_LEADSUPP_2

Remarkable. I forgot about that back and forth on BHE back from 2019.

what better alignment could shareholders ask for from Greg?! I mean $500M worth of BHE or BRKB exposure. remarkable

Very interesting article on BHE ... well written and to the point https://www.barrons.com/articles/why-berkshire-hathaway-energy-is-one-of-warren-buffetts-4-jewels-51614704142?mod=hp_columnists

+1 very well said!

I'd love to see what type of cash flow projections underpinned this $18B 2030 project that Warren is talking about at BHE. Both BNSF and BHE have really unique competitive advantages.