Subject: Re: Price drop today
For the first time in 15 years I have no Berkshire having sold my remaining holding a few weeks ago and now Buffett takes a step back. It's a strange feeling.

My new "Berkshire" is Alphabet having added and put the funds straight to work buying at the mid and low 150s, taking a 5 year view on this one.

I'll certainly buy back into BRK again if the PBV nears 1.4 and below.