Saturday, 8 January 2011

Fair Valuation of Berkshire Hathaway

http://www.tilsonfunds.com/BRK.pdf
  • Cheap stock: 75-cent dollar, giving no value to recent investments and immense optionality
  • Extremely safe: huge cash and other assets provide downside protection
  • Strong earnings report should act as a near-term catalys

No comments: