101: Updated Berkshire Hathaway Valuation
Returning from my hiatus...
You’re reading the weekly free version of Watchlist Investing on Substack. If you’re not already subscribed, click here to join 2,600 others.
Want more in-depth and focused analysis on good businesses? Check out some sample issues of Watchlist Investing Deep Dives, a separate paid service.
For $20.75 per month, you can join corporate executives, professional money managers, and students of value investing receiving 10-12 issues per year. In addition, you’ll gain access to the archives, now 24 issues and growing!
I’m back…
A new subscriber emailed me informing me there was a problem with his subscription. He wasn’t getting the weekly emails. About that…
I’ve been on a bit of an unintentional hiatus attending to the business of summer (kids, trips), and working with clients. Family comes first and my clients, to whom I owe a fiduciary responsibility, come next. There just wasn’t room for writing, and I probably should have put up a virtual ‘be back later’ message. But, as they say, I’m back.
Berkshire Hathaway Valuation Q2-2023
To make it up to you I’m giving you a snapshot of my latest valuation of Berkshire (not investment advice, merely educational and my opinion - do your own work).
Paid Deep Dives subscribers can access the full Google workbook containing the details of my analysis.
For an analysis of Q2 results, I’ll point you to Chris Bloomstran’s thread here:
https://twitter.com/ChrisBloomstran/status/1687913318860619777
Hoping to keep my next post within weeks this time not months. Thanks for reading and sticking by me!
Stay rational! —Adam
