Adam Mead, a professional investor and author, kindly explained a sum-of-the-parts valuation method of Berkshire Hathaway to arrive at its intrinsic value as of February 2023.
In addition to Berkshire, Adam provides extensive deep dives into several publicly traded companies in his Watchlist Investing Newsletter.
The Watchlist Investing Newsletter was incredibly insightful in providing historical context of Berkshire Hathaway’s evolution and much of what we discuss in today’s video is sourced from his Watchlist Newsletter on Berkshire.
Subscribe to Adam’s YouTube channel to learn more about Warren Buffett, Charlie Munger, and their amazing company!
Adam is the author of “The Complete Financial History Of Berkshire Hathaway: A Chronological Analysis of Warren Buffett & Charlie Munger’s Conglomerate Masterpiece,” and to learn more visit his website.
I am grateful to Adam for taking the time to explain how the many components of Berkshire make up its tremendous value. Each part of Berkshire contributes way more value within the conglomerate holding company than if the subsidiaries were individually spun off.
This overview demonstrated how much Berkshire Hathaway’s stock may be trading at a margin of safety discount compared to its intrinsic value as of February 2023. Subscribers to Adam’s Watchlist Investing Newsletter can get a live update of Berkshire’s valuation based on Adam’s criteria.
Adam’s knowledge share is like an intellectual spa treatment for the brain in helping us become better investors!
Thanks for tuning in and let us know your questions in the comments!
If you’re interested in attending the Berkshire Hathaway Annual Meeting like Adam and I are, check out this video.
If you’re interested in learning how to take control of your finances and start becoming an investor like Warren Buffett, check out my free PDF guide.
I look forward to making more investor friends! Add me on Instagram: michellemarki