Subject: Re: Plan value versus price
much thx for this great update. the elephant in the room is taxes for longtime holders, which magnifies the timing error.

in general, i dont trust myself to hold growth names when overvalued, so outsource that to trustworthy GARP fund managers with a decent percentage and talent on that type of decision. unfortunately, i can never get a decent sample size on brookfield to follow course.
and despite my selling every brookfield shedding, its still my largest single equity position.

so its now simplified to hold as long as flatt and marks hold.