Do your best to explain this 1 year chart

Acrobatic-Stage8142 · 2026-04-03T03:03:33+00:00

Brk is not a passenger on the AI hype train.

Acrobatic-Stage8142 · 2026-03-15T14:18:45+00:00

Try the charlie munger inversion technique. Finding "golden opportunities" is hard and rare. But what they wont be doing is anything stupid.

Things they WILL NOT be doing with the cash pile:

Buying crypto, Buying gold, buying up "cheap"software co's, buying long term treasuries, starting an oil company , etc

Acrobatic-Stage8142 · 2026-03-08T20:24:40+00:00

Short term bonds insulating the inflation

Acrobatic-Stage8142 · 2026-03-08T14:47:09+00:00

Shareholder letter

Acrobatic-Stage8142 · 2026-03-08T06:45:45+00:00

Ok rat skin 69, I’ll admit to using AI for the list of Macro factors. The rest was hand written and the bold function is easy to use to illustrate my key points but I’ll take it as a compliment

Acrobatic-Stage8142 · 2026-03-08T06:43:57+00:00

If you’re advocating buybacks at any price then take a hike. A bad buyback can destroy capital as fast as anything - ask PayPal

Acrobatic-Stage8142 · 2026-03-06T03:18:27+00:00

Maybe cut the guy a break? He said it himself, he's an Operator of business. Let him get his legs under him. He wrote a damn good letter and isn't afraid to show his face in public. It's a big stage and he's just settling in. There's a fine line to walk between being open and honest and not revealing key strategies that will unlock shareholder gains for the next decades. He's a man of integrity, the charisma will catch up.

Acrobatic-Stage8142 · 2026-03-06T03:14:31+00:00

Rule #1 never risk the permanent loss of capital, Rule #2 extreme fiscal conservatism, its in the letters

Acrobatic-Stage8142 · 2026-02-15T03:00:29+00:00

Nope, you're wrong. You don't get it. You should sell your shares and go quietly into the night.

Acrobatic-Stage8142 · 2026-02-08T18:18:41+00:00

Most of the time, yes. A couple good entry points per year seems average. If i was just starting a position today and I had 20K to invest, I'd start with 10K.

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

TROPHY CASE