Berkshire Hathaway: In Search of the “Buffett Premium” — Now Available!
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 ...
Assessing ‘Synergy’ Potential Between MidAmerican Energy and Burlington Northern Santa Fe
Warren Buffett is not a proponent of using the concept of "synergies" to justify acquisitions and generally encourages Berkshire Hathaway subsidiaries to operate independently.  Business unit managers, or "all stars" as Mr. Buffett referred to them in his biennial letter ...
Berkshire Hathaway Posts Solid 2010 Results; Firing on All Cylinders After Recession
Berkshire Hathaway's book value per share grew by 13 percent in 2010, slightly behind the 15.1 percent total return of the S&P 500, and stood at $95,453 per A share as of December 31, 2010. Although Warren Buffett and many ...
Buffett’s Annual Letter Offers Insight on the ‘Three Pillars’ of Berkshire’s Intrinsic Value
Warren Buffett and Charlie Munger have made it a habit to never directly state their estimates of Berkshire Hathaway's intrinsic value. Due to the fact that intrinsic value estimates are heavily dependent on assumptions made regarding the future, even Mr ...