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Stocks B / Berkshire Hathaway


Subject:  Re: Updated Tilson Presentation Date:  12/13/2012  11:26 AM
Author:  mungofitch Number:  196896 of 218974

Tilson's IV estimate is $180K

Seems a little more reasonable than his figures usually do.

For earnings, he pencils in $8000 pretax plus $600 cyclically adjusted underwriting profit, total $8600.
FWIW that's 13.5% higher than my $7236 pretax plus $344, total $7580.
He used a figure for underwriting profit that implies -1.39% cost of float versus my -0.8%.
The derivation of my figures is de