Subject: Re: Waiting for Godown
So, also as I've mentioned before, it could make sense to write some cash-backed puts at lowish strikes that give a price I'd be willing to pay.

I’ve been doing similar.

My current re-entry would be about $388 based on what I’ve sold so far. I’ve only sold enough to cover about 25% of my previous peak dollars at risk exposure on BRK was earlier this year. Maybe there will be a drop and a better buying opportunity. Now that we have a “clearer” picture on where Q2 book will come in I may decide to speed things up.

Appreciate you sharing.

Jeff