ValueMaven Posted May 1, 2021 Posted May 1, 2021 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.
TREVNI Posted May 1, 2021 Posted May 1, 2021 3 hours ago, ValueMaven said: 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. And its get even better. $1.3bn in repurchases from Mar. 31 to Apr. 22.
ValueMaven Posted May 1, 2021 Author Posted May 1, 2021 Pilot Flying J made a massive 1 time dividend to HQ. Anyone else notice that??
gfp Posted May 1, 2021 Posted May 1, 2021 30 minutes ago, ValueMaven said: Pilot Flying J made a massive 1 time dividend to HQ. Anyone else notice that?? The Haslams must have needed $1.1 Billion
LearningMachine Posted May 1, 2021 Posted May 1, 2021 (edited) 10 hours ago, ValueMaven said: Interesting to see a sale of ~$3B in equities during the quarter. Compared to Dec 31, 2020 Cost basis for Commercial, industrial & other went down from $47.561B to $44.934B, which means that in net, he sold something(s) that he had bought for at least $2.627B in total. Fair value went down from $68.361B to $67.054B, that is, $1.307B - there is probably noise in this from various stock movements but some noise could be removed. Net unrealized gains went up from $20.8B to $22.120B, that is $1.32B - same for noise here. Cost basis for Banks went up a little from $26.312B to $26.730B, which means BRK probably bought at least $418M of some bank stocks Cost basis for Consumer products went up a little from $34.747B to $34.787B, which means BRK probably bought about at least $40M of some consumer products stocks What do folks think he sold that he had bought for at least $2.627B? Looks like it will probably be something in this list with a cost total above $2.627B? Looks like it wasn't AXP, AAPL, BAC or KO. Edited May 1, 2021 by LearningMachine
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