Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Tim, I am not sure where you get the "ashflow" of $500 MM per week, in the last quarter cash flow from operating activities was $2.500 B, even during their most successful recent quarter the cashflow from operations did not run above $250 MM/week. It will take a long time to pay the $22 B that BRK has on the balance sheet as goodwill. The PE is right now at 31, which is aldso the average PE for the 40 largest NDX stocks, except that the latter have much better growth prospects, IMTO than BRK. It is not a hugely inflated pig, selling at more than twice net book, but it surely is not a cheap stock either, the chart surely stinks as bad as that of AGI (and AGI financials are also not that bright either, as a matter of fact, they have a negative net book value, years of unprudent acquisitions....).

Zeev