Posted on 7/28/20
Berkshire Hathaway Cash - A Historical Perspective (And Likelihood For Some Significant Buyback Activity)
SummaryBerkshire's huge cash amount looks less extreme when compared to equity and assets, which have also grown considerably.When compared to float, the cash position seems to . . .
Posted on 7/21/20
BlackRock: One Thousand Share Price Within Reach
SummaryBlackRock remains a powerful force in the asset management business.Fee pressure should subside given market has grown more concentrated and competitors are rational players.Other avenues of . . .
Posted on 6/17/20
Berkshire Hathaway Value - A Thought Experiment
SummaryUsing market multiples and observable inputs to calculate "sum of the parts" Berkshire valuation.To simplify analysis, a simplifying assumption is made with regard to the insurance . . .
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