BRK

Analysis of Berkshire's third-quarter results and updated valuation spreadsheet

Nov 5 •

Blue Chip Stamps SEC Files

My FOIA request for the 4,197 page Blue Chip Stamps files is here!

Sep 17 •

New Berkshire Spreadsheet Tool

Calculate your share of Berkshire's operating earnings, float, and valuation in Google Sheets

Sep 10 •

Analysis of Berkshire's second-quarter results and updated valuation spreadsheet

Aug 6 •

Issue 49: Berkshire Hathaway Business Update

Analysis of the Annual Meeting, 10Q, and updated valuation spreadsheet

May 22

Berkshire Annual Meeting Debrief

The question I can never quite seem to answer about Berkshire

May 5 •

Issue 48: Berkshire Hathaway Deep Dive

Note: At 10,000 words / 40 pages and with so many tables/charts, the Berkshire issue doesn’t do well in Substack and needs to be in PDF format.

Apr 25

Issue 43: BRK Q3 2024 Update

Digging into Berkshire's Q3 results and an updated valuation (live Google Sheet)

Nov 15, 2024

123: Buffett Thinks Berkshire Hathaway Energy Is Worth 45% Less Today

Berkshire buys 100% of BHE. The implied purchase price is more than 45% below what it paid Greg Abel just two years ago.

Oct 1, 2024

Happy Birthday, Warren!

A special weekly issue

Aug 30, 2024

Issue 40.1: BRK Q2 2024 Update

Digging into Berkshire's Q2 results and an updated valuation (live Google Sheet)

Aug 9, 2024

119: BNSF-As-A-Bond?

Parsing Buffett's comments about Berkshire's railroad; What about the time-value-of-money?

May 21, 2024

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