http://www.peridotcapitalist.com/2008/11/down-45-warren-buffett-berkshire.html Stock market and investing blog published by Chad Brand, Founder/President of Peridot Capital Sat, 11 Feb 2012 23:26:23 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.peridotcapitalist.com/2008/11/down-45-warren-buffett-berkshire.html/comment-page-1#comment-1093 Chad Brand Thu, 20 Nov 2008 13:45:00 +0000 http://www.peridotcapitalist.com/?p=676#comment-1093 No, that is as of 9/30, the last reported balance sheet. About 80% of BRK's equity portfolio is in their top 10 holdings, so one could figure out the quarter-to-date declines if they wanted a more accurate picture of today's asset values. The top 10 holdings are AmEx, Burlington Northern, Coca-Cola, Conoco, J&J, Kraft, P&G, U.S. Bank, Wells Fargo, Wesco. Given that I believe current equity values are severely depressed, this would not really change my overall long-term view on the stock. No, that is as of 9/30, the last reported balance sheet. About 80% of BRK's equity portfolio is in their top 10 holdings, so one could figure out the quarter-to-date declines if they wanted a more accurate picture of today's asset values. The top 10 holdings are AmEx, Burlington Northern, Coca-Cola, Conoco, J&J, Kraft, P&G, U.S. Bank, Wells Fargo, Wesco. Given that I believe current equity values are severely depressed, this would not really change my overall long-term view on the stock.

]]> http://www.peridotcapitalist.com/2008/11/down-45-warren-buffett-berkshire.html/comment-page-1#comment-1092 Anonymous Thu, 20 Nov 2008 02:59:00 +0000 http://www.peridotcapitalist.com/?p=676#comment-1092 When calculating the tangible book value are you taking into consideration the recent job in share value of many of it's stock holdings? When calculating the tangible book value are you taking into consideration the recent job in share value of many of it’s stock holdings?

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