Monday, March 12, 2012

Berkshire Hathaway Analysis: Still Relevant Today

by Sham Gad

It's widely known that very few analysts attempt to follow or analyze Berkshire Hathaway. That's perfectly alright with Warren Buffett. Here at Gad Capital and the Gad Partners Funds, it is more than satisfactory to rely on the company's annual reports and Buffett's annual letter. Rarely does a CEO devote dozens on pages each year educating his shareholders are about how to value a business, including Berkshire Hathaway.

But one analyst report back in 1999 earned Buffett's stamp of approval. It was written by none other than Alice Schroeder, whom Buffett picked several years ago to pen his biography. Despite being penned in 1999, the analysis is as relevant as ever because the report does a magnificent job of educating the reader on how value Berkshire from four perspectives. Those perspectives are the same ones Buffett applies today and always.

The report in its entirety can be read by clicking here. It's a must read for anyone interested in investing.

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