BRK.A - Berkshire Hathaway Inc.

Started by Dexter, April 20, 2016, 10:42:45 PM

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Dexter

Below is a link to one of the best analyses on Berkshire Hathaway that I have read.  Hope you enjoy it as much as I did.

Wedgewood Partners 1st Quarter 2016 Client Letter

Dexter

#1
There doesn't seem to be any shortage of good analysis this year on Berkshire Hathaway.  Below are a few more excellent resources:


1) This analysis by Semper Augustus Investments Group is one of the most detailed and thoughtful that I have ever come across.  A true masterpiece.

PARTY LIKE IT'S NINETEEN NINETY-NINE: BAD BREADTH, INTRINSIC VALUE, AND A DEEP DIVE INTO BERKSHIRE HATHAWAY


2) A follow-up interview with Chis Bloomstran of Semper Augustus on his impressive 70 page analysis of Berkshire Hathaway:

Berkshire Believer: Stock's Slide, Change in Buffett Valuation Guide Don't Temper Ardor


3) A great discussion by Losch Management on the sources and uses of cash & operating earnings at Berkshire.

Operating Earnings