Oncins (81º) 

Este artículo ha sido marcado como molesto Deshacer
Oncins
12:40 el 21 abril 2016

Business Anthropology

Informe: "Berkshire Hathaway. In search of the Buffett Premium"

Comparto con ustedes un informe de 123 páginas, titulado “Berkshire Hathaway. In search of the Buffett Premium” encontrado en la web “The rational walk. Intelligent Investing is not a Random Walk” y publicado en marzo de 2011.

“The corporate identity of Berkshire Hathaway will always be inextricably linked to the remarkable career and investment track record of Warren Buffett. Mr. Buffett’s tenure at the company has spanned nearly five decades and has transformed a dying textile business into one of the world’s largest and most respected conglomerates with operations ranging from insurance, utilities, and railroads to candy, underwear and bricks. Berkshire is not only respected based on its impressive financial results, but also due to the unique business philosophy that often makes the company the only logical buyer for high quality family businesses. While Mr. Buffett has shown no signs of stepping down anytime soon, his 80th birthday last year increased speculation regarding succession.
In this report, we consider succession issues as well as evaluate Berkshire Hathaway’s intrinsic value in search for any evidence of a “Buffett Premium”. Based on current business fundamentals, we estimate the intrinsic value of Berkshire at between $150,000 and $170,000 per Class A share.”
Ravi Nagarajan (The Rational Walk LLC)

InSearchOfBuffettPremium.pdf

Publicar Ocultar ¿Quieres hacer públicos tus favoritos? Publicar No por el momento
1 comentario
0 vez compartido

Muchas gracias por compartir. Una aportación valiosa.

 Comentar

Últimos artículos del blog de Oncins

"La mala suerte nunca debe ser excusa para perder dinero"
17 Comentarios
Los fondos de invesión que quisiera y no tengo
6 Comentarios
Artículo "The Psychology of Human Misjudgment" de Charles T. Munger
2 Comentarios
Cartera de Acciones 1/2016
10 Comentarios
Exor: ¿la Berkshire Hathaway italiana?
4 Comentarios
Moneta Asset Management
1 Comentarios
Mapa mundial del Ratio CAPE o PER de Shiller
3 Comentarios
"How the Economic Machine Works" by Ray Dalio
0 Comentarios
Los datos dudosos de los gestores value (y algunos más)
0 Comentarios
Informe: "Berkshire Hathaway. In search of the Buffett Premium"
1 Comentarios

app version

Wed Nov 02 13:34:35 CET 2016

2221

79dd84889bae13e7769f41dc060a3ba472981ca5