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Guest eatliftinvestgolf
Posted

I bought BRK.B this morning at $201.80.

Posted

I bought BRK.B this morning at $201.80.

 

I just had a limit order fill at $199.98.  Crazy.

 

Same, I wonder what Warren is looking at.

 

Meanwhile stuff SPCE is up 5%  ::)

 

edit: Make that 9%

Posted

I bought BRK.B this morning at $201.80.

 

I just had a limit order fill at $199.98.  Crazy.

 

Same, I wonder what Warren is looking at.

 

Meanwhile stuff SPCE is up 5%  ::)

 

edit: Make that 9%

 

Hopefully Warren is buying BRK too.

 

Posted

I bought BRK.B this morning at $201.80.

 

I just had a limit order fill at $199.98.  Crazy.

 

Same, I wonder what Warren is looking at.

 

Meanwhile stuff SPCE is up 5%  ::)

 

edit: Make that 9%

 

Hopefully Warren is buying BRK too.

 

 

Hopefully WEB is buying BRK in *large volume*.  His letter left the impression that he was shying away from grabbing large volumes because he didn't want to push to the price up or to even support the price in a down-market.  IMO, it's time to throw all of that out the window.  Today you can buy BRK at 2018 market prices, which are quite obviously a considerable discount to current intrinsic value.  It's time to stop caring whether re-purchases happen to push the price up by a couple of dollars per share because it's far more important to seize this opportunity to actually grab some volume.  These are NOT 95-cent dollars!

 

 

SJ

Posted

While Berkshire is cheaper then last week, aren't there greater bargains in good quality companies to be had right now? Nearly all of Berkshires holdings have decreased in share price more then BRK

Posted

Trimmed TLT

 

Wrote puts on TPR

 

Added to BP, BTI, CMCSA, CXW, DD, GD, IRM, KMI, MCY, MO, ORI, OXY, RDSb, WBA, WFC, XOM

 

Thanks

Lance

Posted

Viacom, Brkb (options), Assured Guaranty (options), and some additional ammo (9mm and .556) for downside protection. 

 

Good move.  In a worst case scenario ammo will be worth more than gold.

 

Posted

Bought BRK.B, AXP, BAC, WASH

 

Sell to Open BRKB Feb 28 2020 205.0 Put @ 1.26 when the stock

was 205.42.  Of course the price promptly dropped below 204 after

the order was filed.

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