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Posted

More leverage, and tech heavy poo poo stuff should lead the way. If I was looking to hold overnight or longer term I'd find a different vehicle(duh).

 

I think they are both 3x. Yeah, Tech leading the way seems reasonable if there is a bounce back.

Posted

BRK (again)

 

Buffett commented Berkshire would fall less than the general market in a sell off. Let’s hope that is true :-). Having 20% of market cap in deployable cash has to matter at some point.

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

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