Viking Posted June 11, 2009 Posted June 11, 2009 Yes, I know that we should not be monitoring this thing day to day... however, it is relevant to review once in a while. I input the shares and prices provided by FFH in their most recent 13F into an excel spreadsheet (and also into a google finance portfolio) which is attached below. The total value of the equities at March 31 was $2,685 million. The total value of the equities at April 24 was $3,142 = +$456 = +17% - with Q1 earnings release, this was the date that FFH communicated total gains = $900 million or $30/share (after tax and minority interest). ORH simply stated gains to April 24 were 'substantial'. The total value of the equities at June 11 (12:30 PST) was $3,602 = +$917 = +34% - the gain in US equities has now doubled from April 24 All this says is at current stock prices, FFH (and ORH) are sitting on very large gains and book value is much higher from that reported March 31. Positive development.
omagh Posted June 11, 2009 Posted June 11, 2009 I recall that the original author was Watsa_is_a_randian_hero -O Thanks for creating that spreadsheet Viking!
FlyingArrow Posted June 11, 2009 Posted June 11, 2009 I've been using your spreadsheet in a Yahoo Finance portfolio since you posted it Viking. Today was a $100M day and at one point in the day it was up over $130M. $50M in Level 3 alone. Yes we don't make our decisions on day to day changes in the portfolio, but monitoring the value and identifying a positive development is no different in my mind then monitoring storms in hurricane season as a potential negative development. I do that too...
FlyingArrow Posted June 11, 2009 Posted June 11, 2009 I recall that the original author was Watsa_is_a_randian_hero -O Nope. Thread was watsa's. Spreadsheet was Vikings. http://cornerofberkshireandfairfax.ca/forum/index.php?topic=568" data-ipsquote-contentclass="forums_Topic" 4736#msg4736
omagh Posted June 12, 2009 Posted June 12, 2009 My oops...thanks FlyingArrow aka SleepingTwinDaddy ;) for the correction... it's always best to attribute the guy doing the heavy lifting...thanks Viking! -O Nope. Thread was watsa's. Spreadsheet was Vikings. http://cornerofberkshireandfairfax.ca/forum/index.php?topic=568" data-ipsquote-contentclass="forums_Topic" 4736#msg4736
link01 Posted June 12, 2009 Posted June 12, 2009 ... however, it is relevant to review once in a while. I input the shares and prices provided by FFH in their most recent 13F into an excel spreadsheet (and also into a google finance portfolio) which is attached below. very relevant, thanks very much!!
watsa_is_a_randian_hero Posted June 12, 2009 Posted June 12, 2009 Yeah, I've been keeping track of it as well, but my spreadsheet is linked to CapitalIQ, so it won't really work for anyone else on this board unless you have capiq. Estimate BV on yesterday's close: $308
gordoffh Posted June 12, 2009 Posted June 12, 2009 I am certain the $ 308 BV is in US dollars however can you confirm . Thanks
FlyingArrow Posted June 12, 2009 Posted June 12, 2009 I am certain the $ 308 BV is in US dollars however can you confirm . Thanks It certainly is.
watsa_is_a_randian_hero Posted June 12, 2009 Posted June 12, 2009 I am certain the $ 308 BV is in US dollars however can you confirm . Thanks confirmed.
basl1 Posted June 12, 2009 Posted June 12, 2009 that's why I bought moretoday, even buying 2k for my new grandaughters RESP One chap told me he bought brk 25 years ago, putting in a few thousand. Paid for the child's university The magic of compound interest
Parsad Posted June 12, 2009 Posted June 12, 2009 "...for my new grandaughters RESP..." Congratulations Grandpa! Cheers!
Mungerville Posted June 15, 2009 Posted June 15, 2009 Anyone tracking ORH's book value at this point?
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