[Why Has Warren Been So Quiet?]

I actually find his silence re-assuring.

Give him time to assess his data and re-arrange his chessboard.

 

I wonder if he was expecting this "bear correction" to take place as the market plunged in Dec 2018. I recall some folks here were pretty concerned/angry why Buffet didn't do a major buy in Dec 2018 when the F13 filings came out in Q1 2019. Probably because he was expecting a major downdraft in Dec '18 that actually never happened ,,,, and was postponed till 2020. In between, he bided his time was able to collect more ammunition …. while taking flak for missing the "buy the dip" in 2018.

 

He wanted to buy in Dece 2018.  He was working on a big deal that they couldn't get across the finish line.  I believe he explained this publicly in an interview.

[Buffett/Berkshire - general news]

It's not a 13-f it's a 4. The trades were April 1st and 2nd. They're selling now.

 

+1

 

Berkshire owned >10% of both the airlines, so they had to report transactions immediately. Now that they are below 10% of each, they no longer have to. For all we know, Buffett could keep selling and be out completely in the coming days. We wouldn't know if that is the case until Aug 15th when the Q2-2020 13-F comes out.

 

As a 13G filer, doesn't BRK have to amend his 13G to disclose all transactions until he falls below 5%?