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I've been toying with the idea of building a predictive model that uses the following factors to get a reasonable guess at Berkshire's BV / Share.

 

a) Berkshires known stock holdings (price & dividend)

b) The price of the S&P

c) Some TBD correlate of earnings of Berkshire's operating businesses, maybe it's just LT ROE

 

Has anyone done this?

 

 

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