For anyone interested in an analysis of BRK, it is worth looking at this work. he has followed BRK closely for decades and does a detailed breakdown.

He is Chris Bloomstran, well-known BRK commentator. the work is available on his firm's website, Semper Augustus (named after the most prized tulip in the Dutch bubble)

Briefly he sees the company now as a reliable cash generator, not high growth but very dependable and will crank up share buybacks, especially post Buffet.

he does a valuation scenario driven by an assumed buyback rate and price achieved, as well as ROE for the ongoing businesses, an interesting framework for BRK. i think he is right in his approach for BRK post its ongoing transformation.

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