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Isometsa

 
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  • Recent Berkshire Buys: BNY Mellon - A Bank Of Rapid Capital Generation [View article]
    True that, thanks for the feedback. I got carried away with all the nice charts Google Spreadsheet has to offer and decided to add that one at the last moment. I think the last picture was quite unnecessary anyway, wouldn't make that comparison if I were to resubmit.
    Oct 21, 2012. 03:31 PM | 1 Like Like |Link to Comment
  • Recent Berkshire Buys: BNY Mellon - A Bank Of Rapid Capital Generation [View article]
    You're right about the problem of comparing BK to other banks - BK is a bank by name and by some properties but the leverage is a different story. I decided to do it just to illustrate the two recent financial sector picks by Berkshire side by side in terms of size and revenue mix.

    Thanks for clarifying 'K' and the use of return metrics.
    Sep 6, 2012. 11:14 AM | Likes Like |Link to Comment
  • Recent Berkshire Buys: BNY Mellon - A Bank Of Rapid Capital Generation [View article]
    Thanks for the comment.
    Looking at their 2009 annual report, it seems that the proportions of the pieces in their revenue pie stayed pretty much intact as the overall contraction of equity markets pulled the results down. Performance fees are not non-recurring, but of course they vary. I didn't notice anything important that was non-recurring in their financials.

    the company's ROA is at a healthy level compared to other banks. ROE has been lagging, partly because of post-crisis government regulation regarding leverage. I don't know what you mean by K.
    Sep 6, 2012. 07:09 AM | Likes Like |Link to Comment
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