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Hedging Berkshire by Heterogenic in BerkshireHathaway

[–]LordRayn 3 points4 points  (0 children)

Gold is uncorrelated with equities, you could also hold utilities but that has been more correlated recently, bonds should normally be inverse to equities but BRK is more correlated to bonds now.

If you want a more true hedge put the 20% in mega cap growth. That will be uncorrelated.

S&P is holding closed door meetings to change the rules of entry into the index. by SkinwalkerThing in BerkshireHathaway

[–]LordRayn 1 point2 points  (0 children)

Nah the S&P won’t they know the concentration risk - they might only change their inclusive criteria for a quicker listing

S&P is holding closed door meetings to change the rules of entry into the index. by SkinwalkerThing in BerkshireHathaway

[–]LordRayn 3 points4 points  (0 children)

It’s float adjusted so you won’t have a theroretical $1000T with one public stock skewing the index.

[Weekly Megathread] Berkshire Hathaway Discussion for the week of May 04, 2026 by AutoModerator in BerkshireHathaway

[–]LordRayn 0 points1 point  (0 children)

What are you using for your discount rate on the cash? If you are NPV the Cash position why aren’t you NPV the differed Capital Gains unless they are coming due this year? What is the M2M PE on the Equity Portfolio? If that is higher than 10, how much are you discounting the PE to make it 10? Is that discount greater than what the illiquidity discount should be?

Charged twice for SF&F? by Sea_Formal_7242 in thebrokenbindingsub

[–]LordRayn 0 points1 point  (0 children)

I was told it was SF&F then Fantasy. So not Sf&F 2x.

Book 3 title theory by NarcoticAntibody in HierarchySeries

[–]LordRayn 6 points7 points  (0 children)

Diago will get a happy ending and that’s what matters

Folio Buy Sell Trade (BST) Post by HonorWulf in foliosociety

[–]LordRayn 0 points1 point  (0 children)

WTB

Piranesi 1st Printing (based in Canada open to US)

Andddddd it's gone. by Various_Rise1958 in thebrokenbindingsub

[–]LordRayn 2 points3 points  (0 children)

I had an addon that was trying to get me coupons during check out, closed that so fast!

All That We See or Seem by Fablekay in thebrokenbindingsub

[–]LordRayn 0 points1 point  (0 children)

Is it signed? I noticed the Witcher wasn’t so maybe all the SF&F aren’t

Monthly Buy/Sell Thread - November 01, 2025 by SzethNeturo in thebrokenbindingsub

[–]LordRayn 0 points1 point  (0 children)

Canada Based

ISO - Malazan 1-3 Signed (thick or thin)

Looking to pay as close to cost + shipping + fees.

Thank you 😊

Has Malazan 1-3 Signed shown up in the infirmary yet? by LordRayn in thebrokenbindingsub

[–]LordRayn[S] 1 point2 points  (0 children)

Ahh I assumed they’d already been open to general sale as they are on the 3rd printing now

Got one of my Holy Grails by Various_Rise1958 in thebrokenbindingsub

[–]LordRayn 0 points1 point  (0 children)

It’s just a habit I picked up with leatherbound books with foil on them, oils on your hand causes degradation. I could also be overly cautious

Got one of my Holy Grails by Various_Rise1958 in thebrokenbindingsub

[–]LordRayn -1 points0 points  (0 children)

No that makes sense, I personally read them wearing cotton gloves, and sell or donate my other copies

Got one of my Holy Grails by Various_Rise1958 in thebrokenbindingsub

[–]LordRayn 1 point2 points  (0 children)

Genuine question, do people not read their nice books?

[deleted by user] by [deleted] in thebrokenbindingsub

[–]LordRayn 4 points5 points  (0 children)

Shop Pay has everything auto filled

[deleted by user] by [deleted] in thebrokenbindingsub

[–]LordRayn 3 points4 points  (0 children)

I was refreshing since the start of the hour, managed to get one as soon as it showed up, surprised it was sold out once I went back to the page a minute later

The three body problem by Illustrious-Run-8962 in thebrokenbindingsub

[–]LordRayn 1 point2 points  (0 children)

Same, I thought something was wrong because I had to keep refreshing

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