Valuentum Exclusive Analysis for the Discerning Investor

Raising Our Fair Value Estimate on Berkshire Hathaway, Our Thoughts on the Insurance Industry
Image Source: AIG. Shares of the SPDR S&P Insurance ETF (KIE) have trailed the performance of the S&P 500 (SPY) during the past 15 years. Our favorite insurer remains Berkshire Hathaway (BRK.B), and we recently raised our fair value estimate of its B shares to $320, as of the latest update (effective January 12, 2022). The high end of our fair value estimate range for Berkshire Hathaway is $384 per share. Berkshire Hathaway is included in the simulated Best Ideas Newsletter portfolio as of this writing. American International Group (AIG) serves as an important cautionary tale of what could happen to an insurer that doesn't manage its risks effectively, and we wouldn't expect to add any pure-play insurer to the simulated Best Ideas Newsletter portfolio.

Nov 9, 2021

Best Idea Berkshire Hathaway Moving Higher!
Image Shown: Shares of Berkshire Hathaway Inc Class B have been on a nice upward climb over the past year. On November 6, the industrial and insurance conglomerate Berkshire Hathaway Inc (BRK.A) (BRK.B) reported third-quarter 2021 earnings. We liked what we saw in its latest earnings update as most of its business segments reported strong results, save for some of its insurance businesses which took a hit from major weather events and headwinds resulting from more drivers being on the road. Shares of Berkshire Hathaway Class B (ticker: BRK.B) are included as an idea in the Best Ideas Newsletter portfolio.

Nov 5, 2021

Dividend Increases/Decreases for the Week November 5
Let's take a look at companies that raised/lowered their dividend this week.

Oct 8, 2021

Dividend Increases/Decreases for the Week October 8
Let's take a look at companies that raised/lowered their dividend this week.

Oct 1, 2021

Dividend Increases/Decreases for the Week October 1
Let's take a look at companies that raised/lowered their dividend this week.

Sep 17, 2021

Dividend Increases/Decreases for the Week September 17
Let's take a look at companies that raised/lowered their dividend this week.

Aug 20, 2021

Dividend Increases/Decreases for the Week August 20
Let's take a look at companies that raised/lowered their dividend this week.

Jul 16, 2021

Dividend Increases/Decreases for the Week July 16
Let's take a look at companies that raised/lowered their dividend this week.

Jun 1, 2021

ICYMI -- Video: Exclusive 2020 -- Furthering the Financial Discipline
In this 40+ minute video jam-packed with must-watch content, Valuentum's President Brian Nelson talks about the Theory of Universal Valuation and how his work is furthering the financial discipline. Learn the pitfalls of factor investing and modern portfolio theory and how the efficient markets hypothesis holds little substance in the wake of COVID-19. He'll talk about what companies Valuentum likes and why, and which areas he's avoiding. This and more in Valuentum's 2020 Exclusive conference call.

May 28, 2021

Dividend Increases/Decreases for the Week May 28
Let's take a look at companies that raised/lowered their dividend this week.

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Valuentum Exclusive Analysis for the Discerning Investor