What this is
Alleghany letter figures triangulate to the 10-K's Alleghany Capital total; Berkshire and Alleghany filings name Pokémon only in a brand list, so Jazwares' Pokémon revenue is unobserved.
The values
- Growth: 99.8%
- Share of Alleghany Capital: 27%
- Implied AC revenue: $3,807m
- AC revenue 10K: ≈3,700
- Pokémon master toy from: Oct 2019 (via Wicked Cool; WCT rights from Jul 2018)
- Pokémon share: undisclosed
Some detail is too fine to show here; it is kept in the trainer’s notes.
Where it comes from
Our calculation from other figures in the trainer’s notes.
Show the working
- 1,028/514.5 − 1 = 99.8%
- 1,028/0.27 = 3,807 vs '≈$3.7bn'