Oct

26

 Not being an expert on the current state of accounting principles, the ability to hold stocks like KFT on your balance sheet and not write them down to market value because "you are confident that they will appreciate" would strike one as totally amorphous, spongelike, and grievously misleading if anyone other than the sage were to say it, but in his case would seem like a sanctimonious display of ignorance and epater the bourgeoisie.

Stefan Jovanovich writes:

I am too lazy to do the research, but I suspect the answer is to be found in the reserve accountings required under the various state insurance laws and regulations that Berkshire and its subs have to comply with. Buffett and Charlie (I don't need to show you no stinking compassion) have been playing that flute and harp duo for decades: contingent policy liabilities deductible against present taxes UP, present restricted - i.e. has to be in plain cash with no derivative chasers - reserve contributions DOWN. No wonder they have such instinctive sympathy for the public employee unions and come up with the same policy prescription– namely, the rest of us should pay more taxes. 


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4 Comments so far

  1. Alaric Investments on October 26, 2010 12:09 pm

    Historically, banks and insurance companies were able to hold investments (primarily fixed income investments) at cost if there was no permanent impairment (the securities were not considered part of a "traded" portfolio)… Also, usually investments not marked were to be used to fund liabilities, in the case of insurance companies, potential future claims, etc…Several years ago, changes to mark to market accounting (FASB 157) changed this, but implementation was "loosened" after the financial crisis….The fact that Berkshire is not marking to market publicly traded EQUITY securities in its investment portfolio to me is quite shocking, there is no real clear case that they would know what price they could liquidate these investments in several years' time (if it was fixed income you could make a better case, as with bonds you are getting your money back at par + interest if the company is money good).There should be nothing less than outrage here, but BRK's PM has the best PR in the world, so I would be surprised if anything happens.However — this is yet one more chip away from the view that the U.S. is nothing more than a banana republic (sovereign risk is under-appreciated !).

    [I wrote about this on this blog:]

    http://alaricinvestments.wordpress.com/2010/10/25/the-u-s-is-a-banana-republic-part-2/

  2. Alaric Investments on October 26, 2010 12:27 pm

    One more thought: other ways you could argue for not taking the mark are:

    1. The P&L difference is not material to the financial statements, as a whole (ie, as a $ of equity, income)…in this case $2.5 billion on $48 billion and income of $1 billion is definitely material)

    2. There were offsetting marks or income differences which would offset the downward mark.

    Neither of these situations probably apply, but it is possible….Deloitte must be embarrassed

    Lastly, it would be great if I (a mere mortal) had the omniscience to predict the profitability of a complex food company such as Kraft, two years out…..in fact, I would lean towards selling Kraft in the face of higher corn, soy, sugar prices as we are seeing now!

  3. vic on October 27, 2010 5:48 am

    If mr. alaric would give a usuable link to his website we all would benefit but I was unable to access the seemingly sagacious insights of the above mentioned . I would like to meet him some day or possibly have him join our spec list directly by talking to linda at 203 840-0777 so that we mite learn from each other and people on this list could have access to his other wisdom which I was able to tap into in part by going to alaric investments on google. vic

  4. Alaric Investments on October 27, 2010 3:55 pm

    Not sure why the website link did not work…here it is…

    http://alaricinvestments.wordpress.com/

    Chuffed at the comment below….not sure if I have any wisdom, but perhaps observations…

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