Subject: Re: Brk net sales in 2024,
“So, the markets are wrong and Buffett’s stock sales were brilliant and well timed?”

I didn’t say that.

Berkshire hasn’t changed. Buffett hasn’t changed. He buys when he sees value, sometimes sells when he does not, or sells to mitigate risk. He obviously thinks the market is very risky right here, hence the huge cash pile. Rule number one and all that.

Berkshire might be about to change. I suspect rule #1 will still be operative. Maybe even more so for awhile. Greg might be ultra cautious at first. Which means you might get what you wish for, though I doubt it will do much for the stock price.

Be interesting to watch and participate.