Subject: Brk in Barrons,
" At least for now, Berkshire’s stock sales appear badly timed. Barron’s estimates that Buffett has left more than $20 billion on the table with its sales of Apple this year, given that the stock is now at $227, above our estimate of Berkshire’s average sales price of $190.

Berkshire also has sold sizable stakes in banks since 2020—including Wells Fargo, Goldman Sachs Group, and JP Morgan Chase —at less than half where they now trade. That has likely cost Berkshire another $20 billion in potential profits."


https://www.barrons.com/articl...