backtothebeach

Fox Sports https://www.youtube.com/@foxsports puts all games on YouTube in 2 versions: ~10 minute highlights, and ~20 minute extended highlights. Without putting the result in the video title, suspense not killed! And if you are strapped for time, there is also a recap of all matches of a day, mostly goals, in 10 minutes. If you are outside the U.S., you can use a VPN to put yourself in the U.S. Sometimes YouTube blocks VPNs, it helps to open in a private tab and go to a state with a lesser used VPN, not east or west coast.

ADBE after hours for $207. Glutton for punishment.

Gap now practically closed. I sold a bunch of SPY calls around the top for a few days, but did not have the guts to sell ITM calls, unfortunately.

Posting in the Canada thread because it happened in Canada...but could be anywhere. https://people.com/17-innocent-travelers-were-arrested-for-drug-smuggling-after-bag-tag-switching-scheme-report-11979610 https://finance.yahoo.com/markets/crypto/articles/airport-workers-swapped-17-travelers-120000345.html Dang, one more thing to worry about? I think I'll start filming my luggage at check-in.

Yeah, just having some fun here. Although, sometimes the stuff that seems absolutely ridiculous, where the thought of buying it almost makes you puke, can do exceptionally well.

TDOC is up 40% since February.

Given the unanimous opinion on this board: Long SPCX on IPO day.

May 6 gap still needs to be filled on various indices.

Maybe Greg just wants to reduce the cash pile, and Google is most likely better than cash long-term. I mean Berkshire has lots of cash coming in every month anyway, and increasing the cash pile even more quarter after quarter would just make his life more and more difficult.

Lol. There is no real intelligence in LLMs. Perplexity has learned from this prompt being posted on social networks and gets it right: "Drive there. The car needs to be physically at the car wash to get cleaned, so walking would leave it at home. ..." ChatGPT however: "If it’s only 100 meters and the weather’s nice, walking is probably the better move. It’ll take about 1–2 minutes on foot, you avoid the hassle of starting the car just to move it a very short distance, and you get a bit of fresh air in the sun."

Jony Ive: “Everything is founded on being functional." (found on reddit)

The S&P500 left a gap a couple weeks ago that still needs to close. With SPY the gap is 725.04 to 727.83. Any ideas how to play a SPY pullback to $725 or below with options - without risking too much?

Was the juice worth the squeeze? (pun intended)

13F is out: https://www.dataroma.com/m/m_activity.php?m=BRK&typ=a

No pushback, but I thought she could have inflation adjusted the comparison to Berkshire in the 90s.

It’s been a week since the last post in this thread. The whole AI-is-going-to-destroy-software narrative is getting tired. Something about the bounce in software stocks today feels strange to me. The CSU universe up bigly. NOW, ADBE, too. Maybe the pod shops are getting back into software?

Wanted to sell 1 Berkshire $470 put for this Friday expiration at $3.60. By mistake sold 10. Just bought them back $2 cheaper... Sometimes you have to get lucky.

Thanks for taking responsibility.

Only $234M of buybacks, Greg not stepping on the accelerator (yet).

"During the quarter we purchased 374,883 subordinate voting shares for cancellation for cash consideration of $631.3 million, or $1,684 per share." Nice pace and average cost!

Thanks @Parsad, sounds like a bargain!

Can you give a ballpark number?

Enjoyed this video:

Still watching the race between FFH and CSU share prices. CSU is now lower again with the recent selloff. I kinda suspect the ratio is going to still go lower. FFH has room to run after going nowhere for 10 months, and the software AI scare is probably not over.