Subject: Re: Time to Switch - update
This would be a good time to start a bet with the board. My portfolio against BRK. David against Goliath.

Call it Bitcoin (GBTC), Brookfield (BAM) and Tesla (TSLA) against BRK/A.

I think the reason to have a BRK heavy portfolio is not because you believe it will have the highest future expected value.

I'm more concerned with the 5th percentile -- in other words, how do I maximize the worst case scenario.

You might say I should just hold cash in that case. But what is the worst 10 year stretch BRK has ever had? (I don't know the answer, but I suspect it would be pretty good).