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tenyearsout

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  1. Just a thought: Berkshire acquiring an elephant would typically result in an increase in the market price of BRK shares. If Buffett knew that he had an elephant in his sights then he may have felt that any share repurchases at that time would have been unfair to current shareholders given that he had special insider information
  2. Good to hear it. Thanks for the insight bizaro86
  3. Thanks to Spekulatius and bizaro86 for your thoughts. My reason for buying are: 1. Very large intellectual moat 2. Long term view in terms of continued spending on R/D 3. New CoFlow product released (after years of development), potential new source of revenue 4. Recent insider buying at higher than current prices
  4. Here are Ray Dalio’s thoughts. https://www.linkedin.com/pulse/help-put-recent-economic-market-moves-perspective-ray-dalio?trk=portfolio_article-card_title
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