Jeanne M Calamore

Berkshire Hathaway - The Anti-Volatility Fortress

Thank you for an excellent up-to-date Berkshire evaluation. Don't you just love Buffett's statement that he can't duplicate or even approach his past performance? I've been reading the Annual Report since I went long Berkshire Hathaway 12 years ago and he has reiterated similar statements every year, but the price of Berkshire has gone from $30,000 a share to $140,000 a share during that time. The price action of his stock speaks louder than his words.

The Smart Way To Benefit From Volatility

That's what Warren does. He's in the right place at the right time with deep pockets. Nobody does it better. Shareholders should rejoice.

Barron's Blunder: Berkshire Is Fairly Valued, With or Without Buffett

Finally, an analysis which fairly states Berkshire's worth. The Barron's article neglected to include the 2.5 billion dollars in look-through earnings as a factor in their evaluation. I'm also a holder of A and B shares, reluctantly received in the Flight Safety buy-out a decade ago. What a ride it has been since then! Cheers and long live Warren (the greatest investor of all time -without a doubt).

David Neubert's Top Ten Holdings

The performance percentage evens out over time. During the last 10 years, my BRK.A and BRK.B shares have had the same percentage gain in price appreciation. Since one A share can always be exchanged for thirty B shares, that tends to reduce the arbitrage and price discrepancies.