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.

• Netflix rolls out new pricing model
• additional amount that subscribers will pay to share their password(s)
• to be tested first in Chile, Costa Rica, and Peru.

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.