Berkshire Hathaway: In Search of the “Buffett Premium” takes a close look at management succession issues at Berkshire Hathaway 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 SEC filings, The Rational Walk’s 118 page report provides extensive coverage of all key facets of Berkshire Hathaway and an estimate of the company’s intrinsic value.
“Due to Warren Buffett's leadership, Berkshire Hathaway is one of the great business success stories of the past fifty years but the company is often misunderstood despite being the subject of a great deal of media attention. We hope that our efforts help to shed some light on aspects of the company that are often overlooked,” said Ravi Nagarajan, Managing Editor of The Rational Walk.
This is the second research report on Berkshire Hathaway released by The Rational Walk. The following are reader comments for The Rational Walk’s previous report released in 2010:
“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.”
The Rational Walk provides research and analysis based on a disciplined approach rooted in the value investing tradition of Benjamin Graham and Warren Buffett. The Rational Walk is not a registered investment advisor and our reports are not investment advice. Further information may be obtained at: http://www.rationalwalk.com/BRK2011Report.