Berkshire hathaway - stock repurchases and indicated intrinsic value

[valueinvesting101]

Given cash generation and business growth at Berkshire via various ways, intrinsic value is mostly rising every month/quarter. In the last 12 months Berkshire has increased its cash position considerably and hence increasing income from short term investments. It has also bought around 3700 A shares at approx. 625K/share. Has intrinsic value increased by 40K/share or 6.4% or around $55 billion since March of last year? If it has or likely to increase in the next 2-3 months then stock price could be getting into repurchase territory. 

[CassiusKing1]

Are we getting into interesting pricing territory where some repurchases will happen? 

[jbwent63]

1 minute ago, CassiusKing1 said:

Are we getting into interesting pricing territory where some repurchases will happen? 

I think it's close, but not yet. 16 months ago was the last (reported) purchase at 625K. Today we are around 705K, about 12% higher. Not sure if WEB or GA would agree that it has gone up 12% in that time period, but it has most likely gone up some. 10-Q is most likely next chance we get to see shares outstanding and it looks like August 2 will be the release date. Does anyone on here live in Omaha? Can you see the cash piling up outside 3555 Farnam?

[gfp]

Maybe a trickle if the share price is still here after they report their quarter.  I'm thinking we are about 1.5x real-time book value per share at the close.

[scorpioncapital]

if not this year, next year if it doesn't shoot up ?