Whitney Tilson was in an Aug. 7 interview on TheStreet.com TV. Tilson, portfolio manager for the Tilson Focus fund, breaks down Berkshire Hathaway's earnings as well as Bill Ackman's activist play in Target. He conservatively places fair value for Berkshire around $150,000 a share.
Video Direct Link - Berkshire's Quarter Just Plain Beautiful.
Article Direct Link - Off Year for Berkshire Doesn't Cow Buffett Buff.
Disclosure : I don't have any of these equities listed above.
2007-08-09
TheStreet.com TV Interview with Whitney Tilson
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