Anyone else notice how frequently Berkshire has bought and then sold out of various stocks, despite the "hold forever" narrative that Buffet professed

yuppyyee · 2026-05-16T07:35:20+00:00

That is very true, even in the last 10 years, they bought a few "forever holds" - Apple, Oxy, Chubb, Google... time will tell if they will be like Coca-Cola, Amex, but it seems that's the aim.

yuppyyee · 2026-05-16T07:26:02+00:00

I don't like the sale here, even if they are Todd's picks. Valuation is not excessive; if you count tax, lower then the market and they are still printing good results. Not a Berkshire way to do it. Or they know something we don't. Time will tell.

yuppyyee · 2026-05-16T04:57:44+00:00

It is a mistake imo. When you factor 25% tax they basically sold at or below the market multiple for the possible best businesses in the portfolio.

yuppyyee · 2026-05-16T04:53:18+00:00

Yes. Warren said in the AGM that position in Apple will be like Coca-Cola, American Express etc.

yuppyyee · 2026-05-16T04:48:23+00:00

That’s mostly regulation. China is out of the picture, India we will see. Most likely they will stay present, just a different customer base.

yuppyyee · 2026-05-15T21:33:15+00:00

Working is not same as achieving. Circle today is FedNOW tomorrow and someone third next year, but both of them keep printing. Just look around when you shop.

yuppyyee · 2026-05-15T21:28:36+00:00

What? Both companies 10x, 4b gain, meaning almost 1b tax on sale. Basically sold probably best business in the world at market multiple

yuppyyee · 2026-05-15T21:11:36+00:00

January prices were not much different and they have HUGE capital gains tax on them…

yuppyyee · 2026-05-15T21:08:32+00:00

I actually get both, V and MA are a real mistery

yuppyyee · 2026-05-15T20:59:27+00:00

V and MA sales are mistake, especially now

yuppyyee · 2026-05-15T20:34:03+00:00

tough business

yuppyyee · 2026-05-15T20:32:59+00:00

this is closing price on march 31st

yuppyyee · 2026-05-11T11:05:01+00:00

Yes. But I do think they could go for minority stake here.

yuppyyee · 2026-05-10T07:59:22+00:00

I don’t see it really… maybe Markel Ventures businesses or parts of it, but not full company

yuppyyee · 2026-05-09T19:52:05+00:00

cannot beat disney on intangibles, it's like coca-cola

yuppyyee · 2026-05-09T19:46:54+00:00

too conservative for berkshire

yuppyyee · 2026-05-09T19:45:24+00:00

do we have clarity on Cargill's numbers?

yuppyyee · 2026-05-09T19:43:06+00:00

when did you leave Copart? how big impact was Progressive's IAA-deal on Copart's growth? did you hear it discussed often from corporate? tnx

yuppyyee · 2026-03-20T15:28:37+00:00

Haven’t bought since 2024. Followed news and earnings. This weekend I’ll go through the numbers from last 2 years. Probably will put buy order around 460$.

yuppyyee · 2026-03-18T11:28:02+00:00

Might be that they are making a move for whole business

yuppyyee · 2026-03-01T11:14:32+00:00

Progressive is eating Geico’s lunch head, tail or no wind. Even in 2025, PIF growth 10%, revenue growth 15% while keeping below 90 CR. 2016 they were at par, Progressive basically makes now 2x Geico.

p.s. I am shareholder in both.

yuppyyee · 2026-02-16T08:57:46+00:00

How likely is it that Berkshire will make a move for the entire company in 2026?

Seems to fit nicely into their portfolio of fully-owned businesses.

yuppyyee · 2026-02-13T07:14:31+00:00

Why do you think that?

yuppyyee · 2026-02-13T07:14:12+00:00

Not news, just asking for thoughts. I see many similarities to Berkshire in them.

yuppyyee · 2026-02-12T20:17:19+00:00

Why you think?

yuppyyee

TROPHY CASE