Subject: Re: Why I sold my entire Berkshire stake
thank you for that post.. I could have written it ! ..but only in the sense of identical factors, and struggling with identical concerns nd questions. I am not (yet) at the point of selling down..BRK's been good to me, probably mainly in the sense that it prevented me making major mistakes on my own. ! I play in the margins mainly in nsemi's (I know the sector a bit) but it can be rough....so on that basis, a tidy solid brk holding is still a benefit to me. and yeah.. those fidelity advisors :-(