Tilson Expects "Blowout Quarter" When Berkshire Hathaway Reports Friday (BRKa)

| About: Berkshire Hathaway, (BRK.A)
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Whitney TilsonFrom Whitney Tilson's May 1st letter to the investors in his fund, T2 Partners LLC:

We’ve written many times in the past about Berkshire Hathaway Inc. (BRKA) so we won’t repeat ourselves here... Our views haven’t changed, other than Berkshire’s continued strong results have led us to increase our conservative estimate of intrinsic value to at least $125,000/share (it’s currently at $89,000). Berkshire reports quarterly earnings on Friday, and we expect a blowout quarter that will underscore the incredible earnings power of this juggernaut.