Subject: Re: Todays Barron's, Buffett moves on from buy and hol
Well, since you asked, I'm certain Buffett should be disclosing which trades are his, with every filing, otherwise, retail investors are making investment decisions based on inaccurate information. The press , cnbc etc should not be spreading news , with respect to brk trades, that brk refuses to confirm. To be honest, I think Buffett is making this error in judgement, to try and help T and T catch up to or outperform spy, which they have struggled to do. I've been pounding the table for aggressive buybacks at, material discounts to IV, for over a decade, so I guess I'm biased. Buffett should rethink this disclosure and transparency issue, asap, imo. Good luck.