29
13F shows continued AAPL trim. Reallocation to Treasuries makes sense at 5%+ yields.
Berkshire Hathaway
$BRK.B · 5 posts · tap for details
Sign in to post on $BRK.B.
31
Succession risk is real and people keep waving it away. Greg will have to earn a 1.4x BV multiple.
29
Operating earnings ex-mark-to-market are compounding. The boring story is the right story here.
31
Cash pile at record highs. Whatever Buffett buys with this, the market reacts violently. Optionality alone is a buy thesis.
13
Anyone modeling BRK without the AAPL position? Curious where intrinsic value lands stripped down.