karthikpm

Thanks, that worked ! Looks like Barron's had a similar piece as well .

paywall !

How do we know he is selling now ?

That's a good analysis. Do you consider Berkshire return regulated due to energy and insurance ? Insurance has always been a big part of their portfolio. BHE is a good example of reinvestment of excess capital. I am more worried about a lot of their smaller businesses and how they will survive a prolonged downturn.

I saw that.. little troubling for me .

Bill Gates was on Zakaria's show and he had a lot more skepticism about the economy getting back to Precovid days anytime soon This may be a big factor in why BRK is not doing much of anything at this time

India's probably underreporting and undertesting only 1/3 of deaths in India are certified However, they're up to 30 cases now Lots of panic in Delhi. schools are closed etc ( may be all rioting related )

Catalyst, unfortunately, may be the death of either Munger or Buffett. I think there will a lot more pressure on the successors to do something with this hoard of cash

I doubt they're going to find large holders willing to sell. The large holders are all groupies or devotees and are waiting for someone else to sell. How many on this board will sell their shares ?

Pretty decent read If it's hard to beat the index, may be harder to beat these "algorithms".. wonder what this means for the individual stock picker

https://www.barrons.com/articles/warren-buffett-berkshire-hathaway-annual-meeting-51556318055

The Barron's article & Jain's purchase probably caused the bump

time to buy more even if there is no buyback

Nice write up BPS has outperformed SP in recent years, and book value is significantly lower than IV With the current buyback in place , I think BRK is in a better position than it was in 1998

+1.. not a brutal run up at all given how wide the discount is