thoughts appreciated
BRK is 5x mkt cap of SHE (I am ignoring options for now).
is it reasonable to say that 4/5 of that difference is the extra Wells BRK may bring on. which I think is 19/20.
sorry. pretty rough but wonder that's thought of rough and dirty analysis.
disclaimer. I moved a lot to SHE on Friday. wondering was it the right move. guess it's a little like the BRKOBs as in more risk. anyhow. apprentice any views.
cheers.
BRK VS SHE, page-32
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