Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available!

Published on March 1, 2011

The Rational Walk is pleased to announce the availability of Berkshire Hathaway:  In Search of the “Buffett Premium”. The report takes a close look at management succession issues in the context of a careful examination of the drivers of intrinsic value. Incorporating the data contained in Berkshire’s recently released 2010 annual report and related SEC filings, The Rational Walk’s 118 page report provides extensive coverage of all key facets of Berkshire Hathaway and an estimate of intrinsic value based on three well regarded valuation methodologies. The report also includes a complete data set in Microsoft Excel format.

Based on business fundamentals at the date of the report on March 1, 2011, we estimate the intrinsic value of Berkshire at between $150,000 and $170,000 per Class A share.

Update: Due to the fact that the report is now over a decade old, we are pleased to offer Berkshire Hathaway: In Search of the “Buffett Premium”  free of charge.

Reader Comments for The Rational Walk’s 2010 Report on Berkshire:

“I have read many books and articles about Berkshire Hathaway, Charlie Munger and Warren Buffett and your briefing book was great! I learned a lot and will probably start over and read it again. It was logical, sound and came across as very credible.”

“I want to congratulate you for a very lucid analysis. It amazes me that this company is so misunderstood by the general business media. I hope your analysis contributes to a greater understanding of the company.”

“Your presentation is easy to follow and conservative in approach. I deeply appreciate your the work, effort and analysis you put into it. I feel I have a much better understanding of Berkshire Hathaway because of your efforts.”

“I thoroughly enjoyed your briefing book. It was very well written and covered every aspect of the business very well.”

“You’ve done a terrific job. It’s by far the best thing I’ve read on Berkshire.”

Disclosure:  Long Berkshire Hathaway.

Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available!