Subject: Re: Brkb was downgraded to sell
All seems pretty reasonable, huh?

Totally. For a few years I've looked at Berkshire as the ballast of my portfolio, not the engine room. I'm sure most of us have. The rest of the market is at stratospheric levels with paper thin margins...and there is one guy sitting on a cash horde that would make Elon Musk blush. Be fearful when others are greedy. Something like that.