Category archives for: Berkshire Hathaway

Book Review: Berkshire Beyond Buffett

In Berkshire Beyond Buffett, George Washington University Professor Lawrence Cunningham paints a compelling portrait of Berkshire’s culture that demonstrates how Mr. Buffett’s skills as a manager have been key to the company’s growth over the past two decades. Read this review for more details.

Revisiting Berkshire Hathaway’s Valuation

In this article, we reassess Berkshire Hathaway’s valuation from a price-to-book value standpoint and analyze whether recent appreciation of the shares is justified.

Munger’s Prescription for Corporate Governance

David Larcker and Brian Tayan of the Stanford Graduate School of Business recently published a paper entitled Corporate Governance According to Charles T. Munger which concisely outlines the governance philosophy that Mr. Munger has presented on a number of occasions. Read this article for more details.

Berkshire Hathaway Stock Repurchase Odds Increase

The odds of a stock repurchase at Berkshire Hathaway may be increasing as Berkshire’s stock price declines and a return of capital might be mandated due to the five year earnings test. In this article, we look at the likely implications based on Berkshire’s last published book value and an estimate of current book value.

An Examination of Berkshire Hathaway’s Retained Earnings Test

Berkshire Hathaway appears almost certain to fail Warren Buffett’s five year earnings retention test when the 2013 annual report is released in February. We assess the validity of the test as well as the implications for Berkshire Hathaway if Mr. Buffett decides to return capital to shareholders.

Search Archive

Search by Date
Search by Category
Search with Google
Manual of Ideas
© Copyright 2009-2014, The Rational Walk LLC. All Rights Reserved.