Whensthepaintdry?

Ya, the share price had gotten pretty low there for a bit, but I’m sure it is because of the fires. I just started looking into it. They did some buybacks, insiders have bought here and there. Has a weird structure still playing out with past ownership that’s doesn’t look great.

I put perimeter solutions on my watchlist a few weeks ago. Sadly I didn’t buy. It had quite a rebound.

I’m not that picky when it comes to chocolate. Speaking of see’s though I will be flying back into charlotte and I really hope they restocked their See’s stand. It was wiped out on the way out.

We went to the time out market. That place was intense! Food court on steroids. This is my third trip to Spain and probably my favorite. We have spent most the time in the Asturias. Somiedo national park has been our favorite place so far.

That is awesome! I can’t imagine doing that. I’m flying into Lisbon this weekend and driving/cycling to picos de Europa. Any suggestions would be greatly appreciated.

That was a great post. Thank you for sharing.

Happy to see another BOC holder. Excited to see how this one plays out.

Did I hear correctly that Buffett said they were building for TSMC?

Airbnb could qualify.

Good point! Does anyone think in the next 5 years or so BRK will just become a cannibal story or is that pretty much already happening.

Not to mention brk has matched/outperformed marginally without lofty multiple expansion and a modest book ratio. Yes I would love for everyone to wake up and value my assets to silly prices tomorrow, but while I’m accumulating I like to pretend I’m happy they don’t.

@thepupil I also don’t know if UNP is really out performing by much. Increasing operating margins can be done while decreasing reliability and safety. I’m not sure if I want BRK to operate in that manner to beat expectations.

I’m surprised how many people don’t hold Berkshire. My retirement account is very limited and is 100 percent in the S&P. Brokerage and tax advantage rough estimates: Brk: 40% AMZN: 15% Goog:10% MKL:10% Aapl:6% META:4% MSFT:2% DJCO:2% DIS:2% Less than 2 BOC NTDOY PROSY BABA WWW CC DVA BN RMAX OXY SD VICI IAC WBD PARA

Why not bloomstran, Guy, Gayner, or Russo?

Brk and mkl

On a Apple TV show Shrinking, a kid wants a switch for his birthday. There is some more confirmation for your Nintendo investment. Sorry I just saw that the other day and it felt a little good as a shareholder.

https://podcasts.apple.com/us/podcast/founders/id1141877104?i=1000605099122 this may be it.

wouldn’t that be similar to Clayton?

Over the past week I have added to oxy, Ntdoy, brk, mkl, and Rmax for the first time.

It’s amazing how much controversy his brk valuations bring. I’ve seen people just today compare it with Sven’s valuation of 415 billion for a 10 percent or just book plus float. What is it with brk that brings such a huge range of valuations amongst value investors. It’s not like we are valuing a company with future unknown AI or something.

Any chance Berkshire insured them?

Cant wait for the Buffett has lost it headlines to start.

I did the opposite today. Sold high flyers and added to BRK. I know it could be cheaper, but I am not the best at holding cash.

That’s how I was feeling. I bought all of these in December and all 3 were up 40-70 percent. That seems silly to me.

Sold ally and Wbd as well.