Whitney Tilson: “I peg it today at about a 14% discount to intrinsic value.”

“Cathie Wood and her Ark investment fund went down 80% and the S and P was flat and Berkshire was up 50% from there. So today I don't think Berkshire is sold off quite like that. I peg it today at about a 14% discount to intrinsic value. So I think it's a little bit of a jump ball between that and just the S&P 500, which I think over the next five or 10 years might compound at 5 to 7% a year from today's level, which isn't bad.” (52:18–52:23)

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