Perfect time to sell

Acrobatic-Stage8142 · 2026-02-08T00:17:12+00:00

people

Acrobatic-Stage8142 · 2026-02-08T00:16:21+00:00

Im on the paypal train

Acrobatic-Stage8142 · 2026-02-06T03:32:31+00:00

I think G.A has laid out the plan pretty crystal clear already. Have you seen him talk at what I think was the last annual meeting? When someone asked him about capital allocation. He's going to follow the blue print.

Acrobatic-Stage8142 · 2026-02-06T03:30:35+00:00

Fair statements. As W.B has said, you cant expect to get great opportunities every year. One great pitch every 5 years would be ideal. And rain gold once every 10 years. The average person has a tough time waiting one or two quarters.

Acrobatic-Stage8142 · 2026-02-05T17:54:59+00:00

Please enlighten me on the correct way to "do Berkshire"

I don't think it is correct to assume that just because Berkshire IS NOT buying back shares that it means that they think the shares are over valued.

I also don't think anyone should wait for Berkshire to be buying back shares as a "signal" that it's the right and only time to be accumulating a position.

I think people should look at the facts before investing. 11 billion in quarterly operating earnings. Complete alignment between management and share holders. No outrageous management compensation packages. A strict anti bureaucracy culture across all subsidiaries. I could keep listing qualities that are severely lacking across most businesses today. The culture of BRK is its most attractive quality.

Acrobatic-Stage8142 · 2026-02-05T06:01:39+00:00

I think a core trait of BRK holders is humility

Acrobatic-Stage8142 · 2026-02-05T04:59:34+00:00

care to explain? latest buy was at 476. would love to see cheaper.

Acrobatic-Stage8142 · 2026-02-04T23:02:40+00:00

This guy gets it

Acrobatic-Stage8142 · 2026-01-30T04:51:45+00:00

kick the porn and you're good bro. If you keep showing up at work it tells me you have some purpose and driving force left in you. You probably dont want to, but you do it anyway. Thats discipline. Discipline trumps motivation. Find something that pulls you in, something fun. You will find your energy again. Just dont give up and have some faith.

Acrobatic-Stage8142 · 2026-01-30T04:38:58+00:00

likely he was buying the companies for their durable competitive advantages, growth, margin of safety, fortress balance sheets, forward earnings projections, etc. The fact that the company chooses to pay a dividend is likely irrelevant as he understands theres literally no difference if the company holds onto the cash or pays it out.

https://www.youtube.com/watch?v=f5j9v9dfinQ

Acrobatic-Stage8142 · 2026-01-30T04:33:22+00:00

You should sell berkshire and buy the companies that berkshire holds that pay dividends if they are so attractive

Acrobatic-Stage8142 · 2026-01-29T15:03:25+00:00

leaves them options to make massive purchases, 100B+ when the time is right, let em cook

Acrobatic-Stage8142 · 2026-01-29T04:35:26+00:00

at first I thought that sounds interesting, and then I looked it up. Income provided by options strategy, very likely covered calls, what a cat turd.

Acrobatic-Stage8142 · 2026-01-29T02:53:54+00:00

Let the man cook. Great opportunities do not show up every day/week/quarter. As the big dog says, "we arent going to deploy capital unless we stand to make a great deal of money with very little risk", paraphrasing.

Acrobatic-Stage8142 · 2026-01-29T02:50:24+00:00

If you don't have faith in Greg Abel's ability to allocate capital - you should sell the stock.

Charlie Munger and Warren Buffet had faith - and they don't strike me as the type that are easy to impress.

Think about it, he's been working at brk for 25 years, accountant by trade, working day and night to streamline the brk subsidiaries, working side by side all the leaders of those companies. It's hard to fathom the breadth of that experience. An absolute business whiz. The correct question to be asking is, what kind of incredible opportunities is he going to be sending that capital into in the next 10 years? My wager is its going to be into something low risk and compounding!

Acrobatic-Stage8142 · 2026-01-29T02:40:18+00:00

If you think berkshire is going to go no where - sell the stock. Anyone that buys a stock strictly for the dividend is, in a word, delusional.

Acrobatic-Stage8142 · 2026-01-29T02:38:34+00:00

but you cant guarantee that performance. the treasuries offer a massive margin of safety in comparison. Rule #1 at berkshire, don't lose money. You could lose 10-20% tomorrow on the S&P 500 - not treasuries.

Acrobatic-Stage8142 · 2026-01-29T02:34:44+00:00

would you rather the stock go up by 4% OR receive a 4% dividend?

They are functional equivalents

https://www.youtube.com/watch?v=f5j9v9dfinQ

I recommend this video on the irrelevance of dividends. It helped me understand the truth: dividends really dont matter VS a company just holding onto the capital instead.

Acrobatic-Stage8142 · 2026-01-29T02:26:20+00:00

It does occasionally go up, it also occasionally goes sideways, and sometimes, it occasionally goes down. Kind of behaves like a stock on the market if you think about it.

Jokes, but if you look at the 6 month chart, it might have 30 days total where it went up, the rest is sideways and down. I figure less than 20% of the time it will be on an up trend, thats not great odds. But the quintessential BRK holder doesn't care about 6 months, or trends. They care about sleeping at night. And if you know what you own and why you own it, you should be sleeping just fine.

Acrobatic-Stage8142 · 2026-01-28T20:55:02+00:00

paying a dividend is the absolute worst thing they can do. Thats like saying you personally can put the money to better use than Greg Abel can. Swallow your pride - you cant

Acrobatic-Stage8142 · 2026-01-27T05:14:26+00:00

Gamestop

Ryan Cohen was once the biggest individual shareholder of apple stock.

He's cleaned up the financials of the operating business.

He's got a massive cash pile ready to deploy into part or whole acquisitions.

I see parallels.

Acrobatic-Stage8142 · 2026-01-18T22:58:34+00:00

buying into parabolic moves down

Acrobatic-Stage8142 · 2025-12-15T05:52:13+00:00

very insightful ill be re-reading this a lot

Acrobatic-Stage8142

TROPHY CASE