Tuesday, March 22, 2022

The Numbers Page -- Nothing About The Bakken -- March 22, 2022

Twos-day.

22nd

  • day of March
2022.

$2.

  • Alleghany: 13.53 million outstanding shares
  • Warren offered a 28% premium for Alleghany
  • Warren offered $850 / share for Alleghany
  • but dropped it to $848 / share
  • delta: $2 / share for a $850 / share company
  • the $2?
  • Warren wouldn't pay for Alleghany's advisor: Goldman Sachs
  • GS charged $27 million for their advice
  • $27 million / 13.53 million shares = $2 / share
  • so Alleghany shareholders will pay GS "directly"
  • quirky is how some describe it

0.02.

  • $85 million / $378.32 billion =  0.0002247 = 0.02%
  • appeals court rules for Apple
  • WILAN loses, again
  • Court reverses $85 million judgment
  • AAPL revenue (ttm): $378.32 billion

$2.

2000.

  • the year Kenneth Watt forecast "we" would run out oil back in 1970
  • in fact, consumption unchanged, while..
  • ... proved reserves almost quadrupled.
  • Alex Epstein.

22%.

  • from a reader, personal property tax, midwest state, not North Dakota
  • 2021 - 2022
  • house valuation increased 16%
  • property taxes increased 22%
  • no link; personal communication

20%.

  • gain in one month (?)
  • Charlie Munger
  • 602,060 shares Alibaba
  • $71.5 million
  • $118 / share at time the deal was reported
  • Alibaba today: $116 / share
  • down $2 / share: today's value vs the value the day the media reported the transaction
  • article did not saywhat Berkshire actually paid for the shares
  • perhaps about $98 / share based on BABA 6-month chart
  • $98 --> $118: 20% gain.
  • link here.

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