ValueMaven

Terrible article - wow ... for example with SNOW and NU - BRK got in at pre-IPO prices.

Looks like the 2022 Investor Day slides have been posted.

He is a thoughtful analyst - and I always enjoy his commentary and valuation work. He values Berkshire the way it should be valued IMHO.

Greg Warren of Morningstar put own an awesome analysis of Berkshire a few days ago!! $370 price target. Well worth the read if you can get access.

Thank you @RedLion - I still dont fully understand TIPS however.

Anyone looking forward to 1/1/23 to add more I Bond exposure? I've been reading that you can buy an additional $5,000 in paper-bonds with a US Tax Return. Although it is a process to convert those paper-bonds into electronic forum at Treasury Direct.

No - it is likely an African or Chinese scam-site. The website needs to be shutdown ASAP.

Ingersoll Rand would be an awesome company inside of BRK. Growing fast, great management, lots of possible additional smaller bolt-on deals. Very high quality company and reasonably priced.

Great! I missed this part ... thank you for sharing

Abel > Sokol ... all day long !!!

Wells Fargo Series Q. $25 par, 5.8% YTM trading at ~$23 ... bank has issues as we know, but things are improving and costs are coming down. They just raised the dividend recently as well. Bank is massively overcapitzed with limited losses and very interest rate sensitive (q/q interest income up 19%) ... if it trades back to $25, you make 16% - you wont get rich off of these, but these are extremely safe IMHO and worth it the yield pick-up when compared to treasuries

Bank Preferred are very interesting ... ive been buying a bunch recently

I only own Liberty Sirius - given the discount and possible catalysts.

Tom Gayner just bought $6.6M worth of Cable One at prices in the mid-$650 range. Gayner has sat on the board for a long period of time. This is a meaningful and sizable purchase.

Yea that fixed rate is a nice addition and a surprise -- will be maxing out again

Bought a very small trading position in AGNC ... blow-up risk is real here - but they are at a ~20% discount to book and havent cut the dividend yet. If rates and swap-spreads come down a touch and MBS rally, this could go to $10 quickly

Yes - that is the Nov 1 reset rate

Have been buying a ton of the Wells Fargo Series preferred issuance recently. $25 par trading at $22.50 ... 5.85% yield = YTM of 7%+ ... operational improvements, and exposure to rising rates ... the bank is doing fine fundmentally. net interest income was up 19% Q/Q (!!). This is a very safe security which has already seen a lot of downside, and has a compelling yield

Ya ... and now its 4.25% ... dont try and guess where rates are going

I bought some AMT last week. Everyone hates the stock - debt, leverage, a data center REIT etc ... has fallen dramatically recently .... I've watched it for 5yrs - and this is finally my shot

https://www.berkshirehathaway.com/news/oct1422.pdf Brilliant acquisition for Berkshire ... Y fits in very nicely inside the Insurance business

The Berkshire board has lost three superstars over the last year: Sandy, Gates, and Walter Scott !!

Sizable buy for Greg! In the A shares as well. Great purchase price!!

terrible article - total marketing spin. the article doesnt talk about any of the advantages of this new site ... or even how it works. I expect more from even Bloomberg

For what its worth - I was able to get 6M UST bills @ 3.981% on 9/26 auction - with no commission or brokerage fees from T Direct ...